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Investing Specialists

Paul Merriman: 'This Is Not Just a Problem With Retail Amateur Investors'

The author and financial educator discusses his commitment to indexing, why he believes in small-value stocks, and the perils of performance-chasing.

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Our guest on the podcast today is financial educator and author Paul Merriman. He founded Merriman, a fee-only investment advisory firm, in 1983. He retired from Merriman in 2011 and started The Merriman Financial Education Foundation, which is dedicated to providing comprehensive financial education to investors. Merriman has written several books on investing. His latest released in November 2020 and is called We're Talking Millions! 12 Simple Ways To Supercharge Your Retirement. He writes a weekly column on MarketWatch, and he also hosts the weekly Sound Investing podcast.