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Bogleheads® Wiki
Investing Advice Inspired by Jack Bogle
New to investing? Click here: Icon Bogleheads 16x16.png Getting Started Icon search.gif Search this Site    Icon Good 11x15.gif Support this site    Icon members.gifAbout the Bogleheads

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 John Bogle at Bogleheads 11

Welcome to the Bogleheads® wiki, a collaborative enterprise by members of the Bogleheads Community. The Bogleheads' approach to investing begins with an investor deciding on percentage allocations to various asset classes, such as U.S. stocks, international stocks, U.S. bonds, and cash. The desired allocations are then implemented using low-cost vehicles which are true to the targeted asset classes. Tax costs are carefully considered, influencing decisions as to what investments to place in taxable versus tax-advantaged accounts. Bogleheads emphasize regular saving, broad diversification, and sticking to one's investment plan regardless of market conditions. Information relevant to the group's core beliefs is available in the Bogleheads' investment philosophy.

The wiki is a valuable reference resource for investors. Anyone can read the wiki. If you would like to edit it, please send a private message requesting access, and you will quickly be made an editor. Information on editing the wiki is available on the left sidebar of every wiki page. Suggestions are welcome by posting in Suggestions for the Wiki.

If you see content in need of improvement, or a new page that should be written, please become an editor so that you can contribute to the site. In particular, if you find yourself writing a reply to a forum question that you've seen before, please instead create a wiki page with the answer, and reply on the forum with a link and a quote of your text. That way, the Bogleheads Community both preserves our knowledge base and makes it more accessible, particularly to those using search engines.

Getting started:
OverviewBogleheads® investment philosophyInvestingPersonal finance Planning for retirement
Financial planning:
Asset allocation Charitable giving Education savingsEstate planning Health savings accounts International domiciles Personal finance Tax considerations
Asset classes Alternate asset classes Bonds CDs Indexing International stocks Exchange-traded funds Money markets Mutual funds Portfolios Real estate Risk management (portfolio) Stocks (US) Vanguard
Retirement planning:
Annuities Employer provided retirement plans IRAs Portfolio withdrawals Retirement spending Social Security
Reference material:
Arcronyms Blogs (The) Bogleheads® Books and authors Financial theory Financial websites FAQs Glossary Google Docs spreadsheets Resources and links


Vanguard News

What's an investor to do when the stock and bond markets are soaring or slumping? It may make sense to relax, reevaluate, and, maybe, rebalance. Colleen Jaconetti, a manager in Vanguard Investment Strategy Group, provides insight on what action you might want to consider.
As part of our ongoing efforts to reduce the cost of investing, we're eliminating transaction fees on Investor Shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund.
Economic reports out this week, which included mixed messages from the housing market, rising consumer prices, and an uptick in durable goods orders, seemed to take a backseat to news about corporate earnings. Stocks moved higher midweek on strong second-quarter results, especially from the technology sector, only to give back those gains by Friday's close as weaker reports came in.
If you're unsure what will happen to your nest egg when you're no longer here, you'll want to take a closer look at what assets are going to the people and organizations of your choosing. Here are some reasons why designating a beneficiary on your retirement accounts is a good idea.
The vast majority of investors in Vanguard money market funds will not be affected by new rules enacted by the Securities and Exchange Commission. Investors will continue to have access to a stable, high-quality cash management tool.

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Mike Piper - Oblivious Investor

A reader writes in, asking: “I just read your article on capital gains and losses. I understand that up to $3,000 of a net capital loss can be used to offset ordinary income in a year, and the rest is carried over to use in future years, but I am unsure of whether the carryover […]
This week, author/advisor Larry Swedroe provided an excellent answer to a question I see from time to time: Should we fear a stock crash as a result of baby boomers retiring and selling off their shares? Swedroe writes: “We’ll begin by pointing out that only unexpected events have an impact on stock prices. And if anything […]
A reader writes in, asking: “I’m trying to find more info on ACA premium subsidies. Specifically, I want to understand which year’s MAGI [modified adjusted gross income] is used. For example, would a person’s health insurance premiums for 2015 be determined based upon his 2014 MAGI or 2013 MAGI, etc.?” The premium tax credit (i.e., […]
One question readers ask from time to time is how many Vanguard index funds manage to trail their index by an amount less than the fund’s expense ratio. To some extent, the answer is pure randomness. An index fund doesn’t typically hold every security in the index, in exactly the designated proportion, at every moment […]
I’ve been getting a lot of questions about the Treasury Department’s recent release of final regulations that create a new type of annuity in the tax law: “Qualifying Longevity Annuity Contracts” (QLACs). To explain, we first need to back up a step. This isn’t really a new type of annuity. This is simply a new tax treatment […]

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Our Canadian sister site, Financial Webring Forum, has a similar focus, many like-minded members, and may be of interest as well. Be sure to visit their Canadian-focused investing wiki, finiki.