Sound Investing

Vanguard vs. Mutual Shares, Who is the Long Term Champ

May 28, 2025
Explore the vital role of personal finance education as a speaker shares insights from a recent event at a university. Discover practical investing tips, including how to utilize Morningstar’s tools for evaluating mutual funds and ETFs. Dive into a free online financial literacy course that's perfect for all ages, offering engaging lessons on budgeting and investing basics. With over 15,000 participants raving about their newfound confidence, this course is a must for anyone looking to enhance their financial skills.
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ANECDOTE

Paul Merriman's University Talks

  • Paul Merriman shares his busy week speaking at Western Washington University to students, professors, and staff.
  • He emphasizes engaging with students and college communities to promote personal finance education.
ADVICE

Join Free Financial Literacy Course

  • Join the free multi-week online financial literacy course by Alan and Katie Donegan starting June 2, 2025.
  • It covers investing basics, budgeting, mortgages, and money management in an engaging style with live Q&A.
INSIGHT

Value Funds' Long-Term Edge

  • Long-term charts reveal value funds can outperform the S&P 500 over decades.
  • Expense ratios and fund structures significantly impact fund performance and attractiveness.
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