Sound Investing

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

May 13, 2026·1h 7m
Episode Description from the Publisher

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 Books 66:00 Outro LINKS:Wharton Target Date Funds & Portfolio Choice in 401(k) PlansMorningstar “2026 Target-Date Fund Landscape” 2 Funds for Life Fine Tuning Tables- https://irp.cdn-website.com/6b78c197/files/uploaded/2026+Target-Date+Fund+and+2FFL+%282%29.pdf

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