Motif Investing Q & A

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The new Motif Investing portfolios – based on Paul’s Ultimate Buy-and-Hold portfolio strategies – have generated a lot of questions. Paul discusses whether it makes sense to move large accounts from Vanguard to Motif, what kind of investors will probably get the most out of Motif long term, the conflicts of interest now that Paul’s foundation is receiving a commission, how much Paul is paid by his foundation, the pros and cons of using Motif for taxable accounts, how to use Paul’s Best-In-Class recommendations at Vanguard, and when young investors might choose Motif over their 401k plan.