Boot Camp #9 - 2 Funds for Life and Target-Date Funds

from Sound Investing · host Paul Merriman

Chris and Paul explain what target-date funds are and do, and how to augment them with some small-cap value to get the broad diversification benefits of the other Sound Investing portfolios.They describe several approaches and tools investors can use to determine what might be best for them.CHAPTERS00:00 Intro03:03 Target-Date Funds07:00 Glide Paths15:17 TDF Backtesting19:55 TDF Weaknesses26:20 "Easy" 2FFL34:46 "Moderate" 2FFL37:48 "Aggressive" 2FFL41:00 Customizer52:15 Calculator61:07 Books66:00 OutroLINKS: Wharton: Target Date Funds & Portfolio Choice in 401(k) Plans Morningstar: “2026 Target-Date Fund Landscape” Chris' Tables of 2 Funds for Life and Target Date Funds (PDF)

Episode metadata supplied by the publisher feed · Published May 13, 2026

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Boot Camp #9 - 2 Funds for Life and Target-Date Funds

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