2 Funds for Life

Videos

“12 Million-Dollar Decisions Guaranteed To Change Your Financial Future” and “Two Funds for Life”

Don’t miss this engaging Choose FI Facebook Live event in which Paul Merriman presents “12 Million-Dollar Decisions Guaranteed To Change Your Financial Future,” followed by Chris Pedersen with “Two Funds for Life”. This 3-hour event, attended by more than 300 viewers and viewed by more than 7,000 in it’s first day online, was hosted and moderated by ChooseFI Community Manager Jennifer Mah. The Merriman Financial Education Foundation team was joined by its Chief Analyst Daryl Bahls who contributed excellent insights in answering a number of viewer questions. 


The Merriman Financial Education Foundation is a U.S. registered 501(c)3 organization and gladly accepts donations to support its financial education projects. 


Learn about the Choose FI Foundation 

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“The Ultimate Buy and Hold Strategy” and “Two Funds for Life” — presented by The AAII San Diego Chapter

In this live Zoom event, May 9, 2020, Paul Merriman, founder of The Merriman Financial Education Foundation and Chris Pedersen, financial analyst and writer, join Rob Bernstein to address the two best buy and hold strategies they know. These include “Two Funds for Life” and the “The Ultimate Buy and Hold Strategy”, as well as “12 Million-Dollar Investment Decisions Guaranteed to Change Your Financial Future”.

They covered such topics as:

  • target-date funds
  • index funds 
  • robo-investing 
  • equity asset classes you should own
  • how to select the best mutual funds or exchange-traded funds (ETFs) to buy in each category
  • how much you should have in stocks and bonds, and how that should change over time
  • how one small change in your portfolio can double the money you spend and leave in retirement

As simple as investing has become, there is still a manageable handful of decisions that can mean millions of dollars of additional money to be spent or left to others, and Paul and Chris provide the knowledge and tools to make those decisions for yourself.


See Paul’s Presentation Slide Show 

See Chris’ Presentation Slide Show


Podcasts

2 Funds for Life Podcast
A simple strategy to maximize your retirement investments. In this podcast, Paul Merriman and Chris Pedersen – who spent nearly two years developing the “2 Funds for Life” strategy – discuss the rationale, research, details and benefits to easily implement this simple strategy.


2 Funds for Life: The Bottom Line (10 lessons from the 2 Funds for Life study)
These 10 important lessons should be considered when putting to work the “2 Funds for Life” portfolio in your portfolio. Paul focuses on the likely long-term gains and the likely short-term losses, answers questions, and discusses the other sources of information on the strategies.


Ultimate Value Equity Portfolio
How can young investors prudently reach for higher rates of return? The most dependable approach is building a portfolio of all value ETFs or mutual funds.


Articles

Two Funds for Life, Pre & Post Retirement by Chris Pedersen

Driven To Find Solutions: an interview with Chris Pedersen

The Ultimate Target Date Fund Portfolio
Chris Pedersen explains not only the values and pitfalls of TDFs but the whys and hows that having a second fund can significantly increase your retirement savings.

“2 Funds for Life” by Paul Merriman and Rich Buck
Learn how this lifelong, low-cost investment strategy is likely to produce superior long-term returns without much attention from you.

All about Small Cap Value
At this link, you’ll find a compilation of Paul’s articles and tables related to small-cap value, an important option in choosing your second fund for life to complement your target date fund and maximize returns over your lifetime of investing.


Tables

2-4 Fund Combo Returns 1928-2018
These 2018 Tables based on 1970-2018 returns and target date fund similar to Vanguard

Target Date Fund Tables


Q & A’s

2 Funds for Life Q & A
Find FAQs about 2 funds for life. Email your questions to Chris Pedersen- 
chriskpedersen@gmail.com.


Comments

Please email your questions to Chris Pedersen- chriskpedersen@gmail.com.


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