New Table, SCV Returns, Hourly Advisor Recommendation

Sound Investing

Paul starts the podcast with a discussion of his special presentation to the graduating nurses from the College of Nursing at Texas A&M. This presentation was part of a Life Transitions Series. He discusses how he might be able to do a similar presentation for other groups of graduating college students, as well as groups of investors who are trying to get the most from their company 401k.

The second topic is regarding a new set of tables that should help investors figure out potential future returns for the S&P 500, Small Cap Value, U.S. 2 Fund Index Portfolio and U.S. 4 Fund Index Portfolio.

The third topic was motivated by Ben Carlson’s articles on “Why Housing is Everyone’s Favorite Investment” and “What is the Historical Rate of Return on Housing?” Paul recently sold his home and discusses the challenges of figuring out how the profits compared to the S&P 500.,

As promised Paul had his meeting with David Sterman, an hourly CFP, who has followed our recommendations. Paul discusses his services and costs. Here is his contact information:
https://huguenotfinancialplanning.com
1358 Old Ford Rd. New Paltz, NY 12561
Phone: [phone]
[e-mail]
For those interested in the Boglehead Conference: https://boglecenter.net/2024conference/