Chris Petterson
Investment professional and strategist who co-developed the Two Funds for Life concept and Merriman glide-path tools, and who advises on target-date fund design and portfolio tilts toward small‑cap value.
Best podcasts with Chris Petterson
Ranked by the Snipd community
May 13, 2026 • 1h 8min
Boot Camp #9 - 2 Funds for Life and Target-Date Funds
Chris Petterson, investment strategist who co-created Two Funds for Life and Merriman glide-path tools. He explains what target-date funds do and their glide paths. He outlines shortcomings of one-size-fits-all TDFs and shows how adding a small‑cap value tilt can boost diversification. Several 2FFL approaches are presented, from a simple 90/10 tweak to moderate and aggressive ramp strategies.
