8 Q&A, from upcoming events and Millennial spending to investor recommendations

Paul addresses an array of topics and questions, including this year’s plans for the Merriman Financial Education Foundation, Millennial spending habits, best and worst of times in 10-year periods for the S&P 500 and small-cap value, market timing, and recommendations regarding risk assessment, 401k’s, index funds and owning small-cap-value funds in retirement.

1.  What are the …

Paul addresses an array of topics and questions, including this year’s plans for the Merriman Financial Education Foundation, Millennial spending habits, best and worst of times in 10-year periods for the S&P 500 and small-cap value, market timing, and recommendations regarding risk assessment, 401k’s, index funds and owning small-cap-value funds in retirement.

1.  What are the 2019 projects and presentations for The Merriman Financial Education Foundation?

2.  How much do Millennials spend on drugs, booze, coffee and rock n’ roll?

3.  What are the best and worst 10 years for the S&P 500 and small-cap value?

4.  What market-timing systems do you recommend for a small part of a portfolio? *

5.  Should a 49-year-old use your aggressive or moderate portfolio?

6.  Should I use your Shell 401(k) standard or self-directed recommendations?

7.  Why own an index fund that guarantees you will own a lot of poor performing companies?

8.  Your recommendations are confusing… should retirees still own small-cap-value funds?*

RE: #4: Paul mentions these books: Muscular Portfolios by Brian Livingston and Trend Following: How to Make a Fortune in Bull, Bear, and Black Swan Markets by Michael Covel (5th edition)