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Q&A with the Experts at 2014 Bogleheads Conference

Hello Everyone: On October 24, 2014, I'll have the pleasure of moderating a Q&A session with this year's Panel of Experts at the 2014 Bogleheads Conference in Philadelphia. The Panel will consist of a number of authors and other financial experts. Some of the Panel members include authors Christ...
by Mel Lindauer
Thu Apr 17, 2014 4:13 pm
 
Forum: Investing - Theory, News & General
Topic: Q&A with the Experts at 2014 Bogleheads Conference
Replies: 1
Views: 105

Q&A with Jack Bogle at 2014 Bogleheads Conference

Hello Everyone: Once again I'll have the distinct pleasure of moderating a Question and Answer session with our friend and mentor, Jack Bogle. The Q&A will take place at our annual get-together with Jack at the 2014 Bogleheads Conference in Philadelphia on October 22-24, 2014. Many of you won't ...
by Mel Lindauer
Thu Apr 17, 2014 4:01 pm
 
Forum: Investing - Theory, News & General
Topic: Q&A with Jack Bogle at 2014 Bogleheads Conference
Replies: 2
Views: 220

Re: 2014 BOGLEHEADS CONFERENCE SOLD OUT

For those who weren't able to get tickets, Rich Guerra, usually goes and posts videos of it. Not quite the same as being there, but an invaluable service for those of us who can't make it or are unable to get tickets. Mel will also take questions from bogleheads for a Q&A session with Jack and ...
by Mel Lindauer
Thu Apr 17, 2014 3:57 pm
 
Forum: Investing - Theory, News & General
Topic: 2014 BOGLEHEADS CONFERENCE SOLD OUT
Replies: 10
Views: 1047

Re: 2014 BOGLEHEADS CONFERENCE SOLD OUT

Perhaps each year they go to a bigger venue? Capable of holding 3000 instead of 2000? One way of dealing with it ... No, we intentionally limit the number of attendees so as to keep the Conference more intimate. If we wanted, we could probably sell out Yankee Stadium, but then there wouldn't the ch...
by Mel Lindauer
Wed Apr 16, 2014 9:43 pm
 
Forum: Investing - Theory, News & General
Topic: 2014 BOGLEHEADS CONFERENCE SOLD OUT
Replies: 10
Views: 1047

Re: "At Vanguard my voice is my password"

I've used it for some time now. Works fine, even when I have a cold.
by Mel Lindauer
Wed Apr 16, 2014 9:36 pm
 
Forum: Personal Consumer Issues
Topic: "At Vanguard my voice is my password"
Replies: 18
Views: 1643

Re: 2014 BOGLEHEADS CONFERENCE SOLD OUT

IlliniDave wrote:Dang, I was asleep at the wheel. Never noticed the announcement. Next year perhaps.


Hopefully you'll get in next year before we're sold out.
by Mel Lindauer
Wed Apr 16, 2014 7:45 pm
 
Forum: Investing - Theory, News & General
Topic: 2014 BOGLEHEADS CONFERENCE SOLD OUT
Replies: 10
Views: 1047

Re: 2014 BOGLEHEADS CONFERENCE ANNOUNCEMENT

4-16-14 UPDATE Hi Everyone: The 2014 Bogleheads Conference SOLD OUT in just seven weeks and we won't be taking any more reservation requests. In future years, if you want to attend, you need to act promptly once the announcement is posted here on the forum (around March 1st of each year). Best rega...
by Mel Lindauer
Wed Apr 16, 2014 5:10 pm
 
Forum: Investing - Help with Personal Investments
Topic: 2014 BOGLEHEADS CONFERENCE ANNOUNCEMENT
Replies: 84
Views: 10792

2014 BOGLEHEADS CONFERENCE SOLD OUT

Hi Everyone: The 2014 Bogleheads Conference SOLD OUT in just seven weeks and we won't be taking any more reservation requests. In future years, if you want to attend, you need to act promptly once the announcement is posted here on the forum (around March 1st of each year). http://www.bogleheads.org...
by Mel Lindauer
Wed Apr 16, 2014 5:08 pm
 
Forum: Investing - Theory, News & General
Topic: 2014 BOGLEHEADS CONFERENCE SOLD OUT
Replies: 10
Views: 1047

Reporter doing story on Credit Card Rewards Strategies

Hello Everyone: A reporter from Money Magazine is doing a story on specific credit card rewards strategies that you'd like to share. He wants to chat about your credit card rewards strategy, what you use and why? If interested in being interviewed for the story, you can contact him by email: taylor....
by Mel Lindauer
Wed Apr 16, 2014 4:49 pm
 
Forum: Investing - Theory, News & General
Topic: Reporter doing story on Credit Card Rewards Strategies
Replies: 0
Views: 292

Re: U.S. stocks in freefall

This thread has run its course and is locked.

[See below --admin LadyGeek]
by Mel Lindauer
Wed Apr 16, 2014 1:06 pm
 
Forum: Investing - Theory, News & General
Topic: U.S. stocks in freefall
Replies: 742
Views: 121833

Reporter doing story on TRP New Horizons and Contrafund

If you're invested in T. Rowe’s New Horizons fund or Fidelity’s Contrafund (and not just in your 401k) and would like to be interviewed, contact Kirsten at the WSJ.

Here's her contact info:

Kirsten Grind
Wall Street Journal
Office: 212-416-2864
Cell: 347-417-1874
Twitter: @kirstengrind
by Mel Lindauer
Tue Apr 15, 2014 11:59 am
 
Forum: Investing - Theory, News & General
Topic: Reporter doing story on TRP New Horizons and Contrafund
Replies: 0
Views: 179

Re: TIAA-CREF buying Nuveen

See previous thread linked to by sscritic above.
by Mel Lindauer
Mon Apr 14, 2014 9:59 am
 
Forum: Investing - Theory, News & General
Topic: TIAA-CREF buying Nuveen
Replies: 2
Views: 335

Re: Speculation on I Bond fixed rate for May 1st

I am not Bond, the I Bond Mel. However, I expect the new I bond fixed rate to be no greater than 0.2%. Since I don't want to lose up to $20/year, I will invest my annual limit by 4/30. Hey, $20/year x 30 years is $600 more dollars to spent on Latte. HueyLD says the rate will not be higher than 0.2%...
by Mel Lindauer
Sun Apr 13, 2014 10:00 pm
 
Forum: Investing - Theory, News & General
Topic: Speculation on I Bond fixed rate for May 1st
Replies: 17
Views: 2063

Re: the President's savings rate

This is not personal and it's not actionable. Therefore, this thread is locked.
by Mel Lindauer
Sun Apr 13, 2014 6:49 pm
 
Forum: Personal Finance (Not Investing)
Topic: the President's savings rate
Replies: 19
Views: 2593

Re: Anybody rethinking the AA because of the UN Climate Repo

Climate control discussions are not allowed. This thread is locked.
by Mel Lindauer
Tue Apr 01, 2014 8:12 am
 
Forum: Personal Finance (Not Investing)
Topic: Anybody rethinking the AA because of the UN Climate Report
Replies: 3
Views: 508

Re: S&P 500 DEAD forever!!!

This thread has drifted off-topic numerous times and is locked.
by Mel Lindauer
Sat Mar 29, 2014 6:27 am
 
Forum: Investing - Theory, News & General
Topic: S&P 500 DEAD forever!!!
Replies: 13
Views: 2717

Re: 2014 BOGLEHEADS CONFERENCE ANNOUNCEMENT

Remember, you're not registered until your check is received.
by Mel Lindauer
Wed Mar 26, 2014 5:38 pm
 
Forum: Investing - Help with Personal Investments
Topic: 2014 BOGLEHEADS CONFERENCE ANNOUNCEMENT
Replies: 84
Views: 10792

Re: Morningstar Discussion On Roth Conversions

As I think converting an IRA to a Roth for the benefit of children who will inherit it as the best reason to do conversions, I thought this point raised by Kitces was important to keep in mind: The reality was, we've seen scenarios where mom and dad converted at 40% tax rates, they could have given...
by Mel Lindauer
Mon Mar 24, 2014 12:03 pm
 
Forum: Investing - Theory, News & General
Topic: Morningstar Discussion On Roth Conversions
Replies: 11
Views: 1141

Re: 2014 BOGLEHEADS CONFERENCE ANNOUNCEMENT

Our 15th year wedding anniversary is during the conference - I am still trying to convince my wife that it would be great to attend, unfortunately she is thinking of more romantic getaways ....I am still trying to change her mind - I really enjoyed last years and I think she would have a good time ...
by Mel Lindauer
Sun Mar 23, 2014 3:09 am
 
Forum: Investing - Help with Personal Investments
Topic: 2014 BOGLEHEADS CONFERENCE ANNOUNCEMENT
Replies: 84
Views: 10792

Re: 2014 BOGLEHEADS CONFERENCE ANNOUNCEMENT

drzzzzz wrote:Is there a conference agenda with a list of topics, etc?
thanks


Registered attendees will receive the Agenda once it's finalized. In the meantime, the announcement will serve as an overview.
by Mel Lindauer
Thu Mar 20, 2014 11:07 am
 
Forum: Investing - Help with Personal Investments
Topic: 2014 BOGLEHEADS CONFERENCE ANNOUNCEMENT
Replies: 84
Views: 10792

Re: Writing my 1st book: Financial tips please.

I'm in the process of writing my 1st book which I hope to publish for profit. There's clearly some expenses involved and a business element. So, I was wondering if anyone on here has done this before, and if so, if you have any advice for a 1st time author? This could be a heads up about taxes or w...
by Mel Lindauer
Mon Mar 17, 2014 1:54 pm
 
Forum: Personal Finance (Not Investing)
Topic: Writing my 1st book: Financial tips please.
Replies: 14
Views: 1344

Re: Alternatives to 529 plan for Great Grandma?

Folks, My five year old daughter's Great Grandma recently offered to make an approx. $25k contribution to a 529 Plan for my daughter. Her Great Grandma was a teacher and therefore is keenly focused on having the assets utilized for education. Our dilemma is this: My wife and I currently have enough...
by Mel Lindauer
Mon Mar 17, 2014 1:47 pm
 
Forum: Investing - Help with Personal Investments
Topic: Alternatives to 529 plan for Great Grandma?
Replies: 1
Views: 159

Re: 2014 BOGLEHEADS CONFERENCE ANNOUNCEMENT

Get your reservation request and payment in before we're sold out.
by Mel Lindauer
Mon Mar 17, 2014 1:23 pm
 
Forum: Investing - Help with Personal Investments
Topic: 2014 BOGLEHEADS CONFERENCE ANNOUNCEMENT
Replies: 84
Views: 10792

Re: 2014 BOGLEHEADS CONFERENCE ANNOUNCEMENT

Have you made your reservation yet? There are still some spots remaining, but don't wait too long or they'll all be gone.
by Mel Lindauer
Sat Mar 15, 2014 7:03 pm
 
Forum: Investing - Help with Personal Investments
Topic: 2014 BOGLEHEADS CONFERENCE ANNOUNCEMENT
Replies: 84
Views: 10792

Re: Blog: 2014 Bogleheads Conference Update

Hi: Latest update regarding the upcoming Bogleheads Conference: 2014 Bogleheads Conference Update | Bogleheads® Blog ...Because of previous sell-outs, early signups have been brisk. We now have 185 reservation requests for the 200 available spots. 185 registrations already! Is scalping allowed? Vic...
by Mel Lindauer
Fri Mar 14, 2014 9:44 pm
 
Forum: Local Chapters and Bogleheads Community
Topic: Blog: 2014 Bogleheads Conference Update
Replies: 6
Views: 815

Re: 2014 BOGLEHEADS CONFERENCE ANNOUNCEMENT

RedRose wrote:I've tried to email my request to attend twice, but no joy.
What am I doing wrong?


Looks like we finally got this resolved. I see your names on the list. Remember, though, you're not officially registered until we receive your checks.
by Mel Lindauer
Fri Mar 14, 2014 5:04 pm
 
Forum: Investing - Help with Personal Investments
Topic: 2014 BOGLEHEADS CONFERENCE ANNOUNCEMENT
Replies: 84
Views: 10792

Re: Understanding Vanguard's Culture

Random Musings wrote:Chaz beat you to it

RM


Sorry, I missed that. I'll lock this thread to keep responses on the earlier thread.
by Mel Lindauer
Fri Mar 14, 2014 1:58 pm
 
Forum: Investing - Theory, News & General
Topic: Understanding Vanguard's Culture
Replies: 2
Views: 762

Understanding Vanguard's Culture

A nice article that helps explain where we stand in the pecking order at Vangaurd.

What two subway tokens taught me about Vanguard: http://vanguardblog.com/2014/03/13/what ... -vanguard/
by Mel Lindauer
Fri Mar 14, 2014 1:06 pm
 
Forum: Investing - Theory, News & General
Topic: Understanding Vanguard's Culture
Replies: 2
Views: 762

Re: 2014 BOGLEHEADS CONFERENCE ANNOUNCEMENT

RedRose wrote:I've tried to email my request to attend twice, but no joy.
What am I doing wrong?


Did you send your request to BogleheadsConference@gmail.com ?

If you're still having trouble, you can PM me with the requested information and I'll see that it gets taken care of.
by Mel Lindauer
Thu Mar 13, 2014 4:28 pm
 
Forum: Investing - Help with Personal Investments
Topic: 2014 BOGLEHEADS CONFERENCE ANNOUNCEMENT
Replies: 84
Views: 10792

Re: Wade Pfau: Lifecycle Finance

My question is whether I-bonds could play the role I suggest in my example of supporting my targeted standard of living in lieu of an inflation indexed annuity and a TIPs ladder? I still fall a little short, but I've constructed nearly 95 percent of my floor and could compensate for the other 5 per...
by Mel Lindauer
Wed Mar 12, 2014 8:07 pm
 
Forum: Investing - Theory, News & General
Topic: Wade Pfau: Lifecycle Finance
Replies: 118
Views: 11904

Re: I Bonds - buy now or wait for May?

Sorta like doing the monthly P&L statement back in the business days, huh? :-) Don't forget you can also buy $5K I bonds (paper) with your fed tax return (before May). I devote two sheets in my Excel investment tracking workbook to the output of the Saving Bond Calculator (could never get the Sa...
by Mel Lindauer
Wed Mar 12, 2014 4:32 pm
 
Forum: Investing - Theory, News & General
Topic: I Bonds - buy now or wait for May?
Replies: 25
Views: 4433

Re: I Bonds - buy now or wait for May?

Does the rate of existing bonds change in May/Nov, or just new issues? The fixed rate at the date of issue is the rate for the life of that I Bond. Old bonds will get the newly-announced inflation adjustment on their next six-month anniversary after the May/Nov. announcement. Ah! So if the current ...
by Mel Lindauer
Tue Mar 11, 2014 10:13 pm
 
Forum: Investing - Theory, News & General
Topic: I Bonds - buy now or wait for May?
Replies: 25
Views: 4433

Re: 2014 BOGLEHEADS CONFERENCE ANNOUNCEMENT

The check is in the mail. Looking forward to it! I registered back in 2012 for BH10 and had to cancel last minute due to a scheduling conflict. Hoping that won't happen this time! Don Let's hope that things work out as far as scheduling goes this year and that we see you in Philly! Thanks Mel! Look...
by Mel Lindauer
Tue Mar 11, 2014 6:22 pm
 
Forum: Investing - Help with Personal Investments
Topic: 2014 BOGLEHEADS CONFERENCE ANNOUNCEMENT
Replies: 84
Views: 10792

Re: I Bonds - buy now or wait for May?

Clever_Username wrote:Does the rate of existing bonds change in May/Nov, or just new issues?


The fixed rate at the date of issue is the rate for the life of that I Bond. Old bonds will get the newly-announced inflation adjustment on their next six-month anniversary after the May/Nov. announcement.
by Mel Lindauer
Mon Mar 10, 2014 5:17 pm
 
Forum: Investing - Theory, News & General
Topic: I Bonds - buy now or wait for May?
Replies: 25
Views: 4433

Re: 2014 BOGLEHEADS CONFERENCE ANNOUNCEMENT

We already have reservation requests for 131 of the 200 available seats. Looks like another early sellout. Have you got your request in yet?
by Mel Lindauer
Mon Mar 10, 2014 3:25 pm
 
Forum: Investing - Help with Personal Investments
Topic: 2014 BOGLEHEADS CONFERENCE ANNOUNCEMENT
Replies: 84
Views: 10792

Re: Larry Swedroe Presentation on Passive Investing

Hello Everyone: Here's a powerful presentation by Boglehead author, Larry Swedroe on passive investing. It's about an hour long, but definitely time well spent. Enjoy! http://www.hillinvestmentgroup.com/2014/03/07/larry-swedroe-and-matt-hall/ Every now and then - pretty frequently actually - you se...
by Mel Lindauer
Sun Mar 09, 2014 5:52 pm
 
Forum: Investing - Theory, News & General
Topic: Larry Swedroe Presentation on Passive Investing
Replies: 13
Views: 2325

Re: 2014 BOGLEHEADS CONFERENCE ANNOUNCEMENT

I'm registered and I reserved a room! I've only been a "boglehead" since May 2013 so this is will be my first meeting. I'll be driving up from the Baltimore area. My family will be driving up on Friday and we'll spend the weekend in Philadelphia. Looking forward to it! My check went into ...
by Mel Lindauer
Sun Mar 09, 2014 11:43 am
 
Forum: Investing - Help with Personal Investments
Topic: 2014 BOGLEHEADS CONFERENCE ANNOUNCEMENT
Replies: 84
Views: 10792

Re: Series EE bonds - can I roll into 529?

I don't think you can do what Mel suggests without paying a tax, unless (see below*). Yes, a contribution to a 529 is a qualifying education expense, but there is still an income limitation. You may be able to cash in qualified U.S. savings bonds without having to include in your income some or all...
by Mel Lindauer
Sat Mar 08, 2014 8:56 pm
 
Forum: Investing - Help with Personal Investments
Topic: Series EE bonds - can I roll into 529?
Replies: 11
Views: 454

Re: Blog: Vanguard Personal Advisor Services

Thanks to Harry for that article. That's a lot of service Vanguard is offering for 0.3%. I'm sure lots of advisors won't like it when Vanguard goes mainstream with this new service.
by Mel Lindauer
Sat Mar 08, 2014 6:51 pm
 
Forum: Investing - Theory, News & General
Topic: Blog: Vanguard Personal Advisor Services
Replies: 23
Views: 3928

Re: Series EE bonds - can I roll into 529?

If you think you'll exceed the income limits for using Savings Bonds tax-free for qualifying educational expenses, then you can redeem them and put the entire proceeds into a 529 Plan while you still qualify. Contributions to the 529 Plan are considered a qualifying educational expense and therefore...
by Mel Lindauer
Sat Mar 08, 2014 6:11 pm
 
Forum: Investing - Help with Personal Investments
Topic: Series EE bonds - can I roll into 529?
Replies: 11
Views: 454

Re: 2014 BOGLEHEADS CONFERENCE ANNOUNCEMENT

Well, it's not like Hawaii is a bad alternative! :-) See you next year. And a very Happy 70th birthday to your Mom. I went two years ago for the first time and dragged my dad along with me. We didn't know anyone in advance except through this board. It's an amazing experience. The group is extremely...
by Mel Lindauer
Sat Mar 08, 2014 12:57 pm
 
Forum: Investing - Help with Personal Investments
Topic: 2014 BOGLEHEADS CONFERENCE ANNOUNCEMENT
Replies: 84
Views: 10792

Re: Reporter doing story on IRS Audits

My one audit occurred a few years after I finished my fellowship and residency. After trying to get me to say that the fellowship was paid for me doing actual work (instead of research), the agent admitted that they audited me because they never heard of a doctor having no taxable income. I doubt i...
by Mel Lindauer
Sat Mar 08, 2014 12:59 am
 
Forum: Investing - Theory, News & General
Topic: Reporter doing story on IRS Audits
Replies: 11
Views: 1225

Larry Swedroe Presentation on Passive Investing

Hello Everyone:

Here's a powerful presentation by Boglehead author, Larry Swedroe on passive investing. It's about an hour long, but definitely time well spent. Enjoy!

http://www.hillinvestmentgroup.com/2014 ... matt-hall/
by Mel Lindauer
Sat Mar 08, 2014 12:27 am
 
Forum: Investing - Theory, News & General
Topic: Larry Swedroe Presentation on Passive Investing
Replies: 13
Views: 2325

Reporter doing story on IRS Audits

Hi Everyone: A reporter for a national newspaper is working on a tax-season story about IRS audits, and she would like to hear from people willing to share their audit experiences. If you fit the description and would like to be interviewed, PM me with the following information: Your real name Your ...
by Mel Lindauer
Fri Mar 07, 2014 6:14 pm
 
Forum: Investing - Theory, News & General
Topic: Reporter doing story on IRS Audits
Replies: 11
Views: 1225

Re: 2014 BOGLEHEADS CONFERENCE ANNOUNCEMENT

Don Christy wrote:The check is in the mail. Looking forward to it! I registered back in 2012 for BH10 and had to cancel last minute due to a scheduling conflict. Hoping that won't happen this time!

Don


Let's hope that things work out as far as scheduling goes this year and that we see you in Philly!
by Mel Lindauer
Fri Mar 07, 2014 2:58 pm
 
Forum: Investing - Help with Personal Investments
Topic: 2014 BOGLEHEADS CONFERENCE ANNOUNCEMENT
Replies: 84
Views: 10792

Re: Donation to Bogle Center returned

I made a small donation to the John Bogle Center for Financial Literacy from my DAF a couple months back. Today I was notified it was returned uncashed. What gives? Hi letsgobobby: I can assure you that no donation received by the Bogle Center is returned uncashed. It's obvious to me that there was...
by Mel Lindauer
Fri Mar 07, 2014 2:49 pm
 
Forum: Forum Issues and Administration
Topic: Donation to Bogle Center returned
Replies: 14
Views: 1635

Re: 2014 BOGLEHEADS CONFERENCE ANNOUNCEMENT

I'm looking forward to my first BH conference and will be there solo, so I'll "feel your pain" with any other newbs to the conference. You and the other first-time attendees can rest easy. Normally, around 50% of the attendees are first-timers and the other 50% are returnees who enjoyed t...
by Mel Lindauer
Fri Mar 07, 2014 12:48 pm
 
Forum: Investing - Help with Personal Investments
Topic: 2014 BOGLEHEADS CONFERENCE ANNOUNCEMENT
Replies: 84
Views: 10792

Re: Welcome to the Bogleheads Blog

Taylor has a great new article on the blog about his 3-fund portfolio. Give it a read.

http://www.bogleheads.org/blog/

Scroll down to read it.
by Mel Lindauer
Thu Mar 06, 2014 8:37 pm
 
Forum: Investing - Theory, News & General
Topic: WELCOME TO THE BOGLEHEADS BLOG.
Replies: 3
Views: 878

Re: Wealthfront - worth 25 basis points??

Hi all. Is Wealthfront worth 0.25% per year (plus ETF expenses at maybe 0.17%)? For this they provide constant rebalancing and tax loss harvesting. Obviously it's cheaper to do this yourself, and save the 25 bp, but do you think the value they provide is worth the additional hit? Vanguard's Target ...
by Mel Lindauer
Thu Mar 06, 2014 8:26 pm
 
Forum: Investing - Theory, News & General
Topic: Wealthfront - worth 25 basis points??
Replies: 11
Views: 809
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