Proof that this simple investment strategy works

In this lively conversation, Paul Merriman and Daryl Bahls interview Chris Pedersen – author of 2 Funds for Life – A quest for simple & effective investing strategies (Oct. 2021) and creator of the 2 Funds for Life strategies – about the simplicity and effectiveness of these strategies and the data that supports them. Below is a link to start reading the book for free.

Questions discussed:

· How did you get the title of “financial wizard”?

· Is the book for young people?

· What are some of the questions the book answers, and why should investors care about them?

· What's a target-date fund, and why is it the foundation of the 2 Funds for Life strategies?

· What's the gist of the 2 Funds for Life approach?

· Why is small-cap value the best choice second fund for accumulators and retirees?

· Is a target-date fund on its own enough?  How much more money did the 2 Fund for Life strategies make in the past?

· Why does the book focus on "real" (after removing inflation) instead of "nominal" (including inflation) results?

· How much deeper were the drawdowns (losses) for 2 Fund for Life strategies compared to a target-date fund?

· Are 2 Fund for Life strategies more resilient after major market declines?

· Why might investors need or want some of the deeper details in the book?

START READING THE BOOK FOR FREE at our website: https://paulmerriman.com/2-funds-for-life-book/