Please join Diania Merriam and me for a Q&A session on May 2 at noon EDT.  Here is the link to register:  <a href='https://event.webinarjam.com/register/6/9k2yqsk?fbclid=IwAR0yuClBhpln4--DRkUCOisyeqlBBX...

In this episode, we answer emails from Brad, the Mysterious Visitor #6369, Robyn, Zach and Young about thanks, TIPs, TLT and leveraged bond funds.  Then we complete our analysis of the SPDR Long Term Corporate Bond Fund, SPLB, using David Stein&ap...

In this episode we go through the basics about the taxation of ordinary brokerage accounts at an elementary level and answer questions from Brian and Jamie about taxation of intermediate savings and tax location approaching retirement.  Links:

In this episode we answer a question from Melissa about a Merriman Four-Fund Combo Portfolio, a question from Tony about a whole lot of stuff and then move to our weekly portfolio reviews of the sample portfolios you can find at <span style="color...

In this episode, we answer a question from Mark about preparing for his impending retirement and begin our analysis of the SPDR Long Term Corporate Bond Fund, SPLB, using David Stein's Ten Questions to Master Investing:

In this action-packed bonus episode we answer listener questions from Javen, Tim, Julie, Don and Jacob about an experimental portfolio, valuation metrics and academic studies on risk parity, variations on the Risk Parity Ultimate sample portfolio,...

We begin this episode by answering questions from Claudia, Jane and Richard, about bond tents, Roth IRAs for teenagers and long-term treasury bonds, then set up for a couple new episodes to be made in the future with Jason and Erik, and then movin...

We begin this episode with two emails from Maggie and Dominic and then move on to the second half of an analysis of the ETF IVOL, the Quadratic Interest Rate Volatility and Inflation Hedge ETF, as suggested by listener Boone B.  For the analysis, ...

In this episode we take in emails from Anita, Ethan, Julie, Jeff and Ron and discuss structured products, small-cap value funds, using risk-parity portfolios for intermediate goals and experimenting with leveraged portfolios and bitcoin.  And THEN...

We begin this episode with our monthly rant -- this time about crystal balls and the CAPE ratio and the move on to the first half of an analysis of the ETF IVOL, the Quadratic Interest Rate Volatility and Inflation Hedge ETF, as suggested by liste...