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Chris Patterson
Director of Research for the Merriman Financial Education Foundation who focuses on portfolio design and tools like Two Funds for Life and the Best-in-Class ETF recommendations, with an emphasis on sustainable, automatable resources.
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Oct 29, 2025
• 53min
The Merriman Financial Education Foundation: Plans, Priorities & Lessons for 2026
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Chris Patterson and Daryl Balls, both leaders at the Merriman Financial Education Foundation, explore the evolution of investing education. They discuss the simplification of tools like Best-in-Class ETFs and the Two Funds for Life strategy, emphasizing making resources more accessible. The conversation highlights the importance of patience in small-cap value investing and the necessity of robust financial literacy for future generations. Personal investment lessons and the dangers of market timing also feature, alongside a commitment to enhancing educational initiatives.
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