Sound Investing · Paul Merriman
Small cap value still the best , bonds and 2 funds for life Q&A
·55 min·5 clips
DFA's small cap value fund doubled the S&P 500's return, turning $10,000 into $122,000 profit.
As heard by us
Retirement math, diversification, and hidden bond exposure are treated as practical allocation questions.
The episode treats retirement math as a question of what diversification still delivers once compounding ends and withdrawals start. The host leans on long historical stretches, including the 1970s and 2000s, to make the case that an S&P 500-only portfolio can struggle in flat…
Why you'd press play
Before you lock a retirement mix, let this one walk you through the tradeoffs first.
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