In 2017 Chris Pedersen, Director of Research of our Foundation, developed “2 Funds for Life,” a very simple combination of target date fund and small cap value. This information includes the information to set up the lifetime strategy, as well as links to 2 free books that dig deeper into the strategy. 

Updated Tables 

⁠Table 1⁠

⁠Table 2⁠

⁠Table 3⁠

⁠Table 4

⁠Equity Index Returns (1928-2022)

Table B13

⁠Table B14A

Disclosures

Data Disclosure Notice – Funds (1970-Present)

Data Disclosure Notice – Indexes (1928-Present)