Paul Merriman / Sound Investing / asset allocation, Bernie Madoff, best financial advice, how to choose an investment advisor, how to protect money, investing for retirement, Paul Merriman podcast, Vanguard ETFs, Vanguard small cap fund, where to invest millions /
Q&A Regarding Paul Merriman’s Recommended Portfolios
This 30-minute podcast gives investors a better understanding of how and why I put together my recommended portfolios.
Question #1: Why not substitute some bond funds that pay higher rates of return, like peer-to-peer lending securities that pay over 10%?
Question #2: Is it possible to make rebalancing easier by using one small cap Vanguard fund, rather than two?
Question #3: How risky is it to let an investment advisor manage your account? How do we know the manager isn’t another Bernie Madoff?
Question #5: If an investor has millions to invest, are there things he/she should do differently from what you recommend?
Question #6: Why have you recommended Vanguard ETFs that are similar but more expensive than others they offer?