How to Bake a Cake: An Asset Allocation Mashup | Rick Ferri & Paul Merriman

Sound Investing - A podcast by Paul Merriman - Wednesdays

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Watch the video hereJoin me on Catching Up to Fi l with Rick Ferri to discuss key investing topics like asset allocation and the pros and cons of small-cap value vs. total market funds. TIMESTAMPS / CHAPTERS00:00 โ›“๏ธ Understanding Bonds and Young Investors02:31 ๐ŸŒŸ Introduction to Financial Literacy Titans03:12 ๐ŸŽ“ Paul Merriman's Financial Education Foundation04:18 ๐Ÿง  Rick Ferri and the Bogle Center for Financial Literacy12:09 โš–๏ธ The Importance of Asset Allocation23:11 ๐ŸŒ Debating International vs. US Stocks35:12 ๐Ÿ—“๏ธ Target Date Retirement Funds: Pros and Cons45:55 ๐Ÿ“ˆ Exploring Small Cap Value Investing49:34 ๐Ÿงฉ Understanding Non-Traditional Index Funds50:28 ๐Ÿ” Small Cap Value Performance Analysis52:56 ๐Ÿ‘จโ€๐Ÿ‘ฉโ€๐Ÿ‘งโ€๐Ÿ‘ฆ Generational Wealth and Portfolio Management53:54 ๐Ÿงฌ Diverse Value Factors in Investing55:55 ๐Ÿšง Challenges of Small Cap Value Investing57:33 ๐Ÿงญ The Philosophy of Long-Term Investment Strategies01:01:11 ๐Ÿงช Debating the Evidence-Based Investing Approach01:12:46 ๐Ÿ›ก๏ธ The Importance of Staying the Course01:22:05 ๐ŸŽค Final Thoughts and Recommendations