Puget Sound Q and A with Paul and Chris

On July 25, 2024 Paul and Chris made a presentation to the Puget Sound AAII.  Paul spoke to the latest research on small cap value and Chris spoke to the latest research on his 2 Funds for Life Portfolio.  Following the presentation  they answered questions from the guests.

Q:  What advice do you give on conversion of regular IRAs to Roth IRAs?
Q:  What investments do you recommend to offset large losses in the equity markets?
Q:  Why do you recommend AVUS over VOO, or other S&P 500 funds?  In Chris’ answer he recommends listeners read his AAII article on ETF Selection. 

Q:  Why don’t you recommend Long Term Treasury Bond fund?  Vanguard Long Term Treasury VGLT
Q: Do you recommend a pension and/or Social Security  be considered the equivalent of a bond fund?
Q:  Can you compare RSP (an equal weighted S&P 500 Fund) vs. SPY?

Watch the full video here.