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News

Vanguard News

To help make your 2014 tax preparation easier, we post year-end capital gains and dividend distribution figures for Vanguard funds and ETFs on vanguard.com.
View an estimated breakdown of Vanguard Managed Payout Fund monthly distributions for the year-to-date.
Tips on picking the right financial planner, market correction concerns, and investing recommendations for new investors were among the topics raised by our Facebook fans during a recent lunchtime Q&A with three Vanguard financial planners.
This series from Vanguard offers tips to help you keep your financial well-being high on your list of priorities.
In this series from Vanguard, get financial planning and investing tips for your work life.

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Bogleheads® author blogs

Jim Dahle (a.k.a. EmergDoc, for medical professionals)

The White Coat Investor - Helping those who wear the white coat get a "fair shake"

Q. Could you do an article on tax savings for residents specifically? I have lots of questions and it would be a great help. For example, I had to buy ~$3000 worth of equipment for residency and did not get reimbursed at all. I wanted to know how best to lower my taxes using this, including potentially getting an education tax credit for the $900 I spent on books. You could also include moving expenses, … Continue reading
Author Rick Van Ness, an engineer and businessman by training who is now a retired executive on a mission to increase financial literacy, recently published his second book, Why Bother With Bonds and has sent me several copies to give away to you good readers. Rick is a far better man than I, as his entire enterprise, unlike this website, is completely not for profit. In fact, he was giving the Kindle version away for … Continue reading
[Editor’s Note: This is a guest post from Aziz Lalljee, the Co-founder and Co-CEO of Finom, a start-up company based in Chicago that provides online information about various financial advisers, attempting to match investors up with advisers who would be a good fit. All rated advisers are independent and fee-only fiduciaries. Like this one, the site and its services are free to investors, but it obviously isn’t free to the advisers who pay referral fees. … Continue reading
If measured by volume (either definition), the vast majority of investing advice out there is terrible. In the spirit of David Letterman’s Top 10 Countdowns, here are the ten worst places to get investing advice. # 10 Unsolicited emails Have you looked at your email junk folder lately? Aside from ads for Viagra, genital enlargement pills, and x-rated material, there are plenty of “hot stock tips,” usually for penny stock pump and dump schemes. Trust … Continue reading
I had a request recently for a post on bonds. Q. I have been reading a ton on your site and some of the investing books you recommended and much of the emphasis is on the equity side of investing. Would you consider a post on bond value fluctuations? I remember from some of your posts mentioning the good bond returns in 2008. Are there “seasons” where bond returns are higher than their bottom of … Continue reading

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Laura Dogu

Laura Dogu is a contributor to The Bogleheads® View blog on Forbes.com.

Laura Dogu, Mel Lindauer: The Bogleheads - Advice Inspired by Jack Bogle

On behalf of the entire Bogleheads Community, I’d like to wish each and every one of our readers all the very best in this holiday season.  For now, I’ll leave you with some steps you can take in the New Year that can help lead to your financial success.  Obviously, these steps can only come […]
Because I was one of the most vocal supporters of I when they were first introduced, I’m often asked for my thoughts on today’s I Bond offerings. The most common question I get is “Are today’s I a good investment?” While we can reminisce about the “good old days” when  one could purchase up to […]
On February 19th, the Bogleheads.org forum will celebrate its seventh birthday. What an amazing trip it’s been! BACKGROUND The website was originally set up and funded by two long-time Bogleheads, Alex Frakt and Larry Auton. For several years, the site served as a front-end index for the old Vanguard Diehards forum at .com. Bogleheads.org was […]
On January 25th, Taylor Larimore, who Jack Bogle dubbed “The King of the Bogleheads” turned 90. Taylor, a decorated World War II paratrooper, was in the Battle of the Bulge and is a member of “The Greatest Generation.” In 1998, Taylor was one of the founders of the Bogleheads community at the Vanguard Diehards forum […]
For investors who prefer paper I Bonds to the electronic I Bonds issued via TreasuryDirect, there’s still a back-door option that allows you to purchase an additional $5,000 in paper I Bonds per tax return per year.

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Rick Ferri

Rick Ferri Blog

Asset classes and investment strategies are two different concepts. An asset class is a category of tangible or intangible assets whose scope may or may not be fully quantifiable. The quantifiable part is the raw material from which an investment strategy is created. US equity is an asset class that’s fairly easy to define and measure. How one invests in US equity is an investment strategy, and there are many ways.
What people say they believe about financial risk and the way they think they’ll act under market stress is often contradicted by their behavior. Long-term investors frequently become short-sighted at the first sign of trouble. Many times this reaction is brought on by answering an investment questionnaire under the influence of recency bias.
Volatility. Investors hate it. Any downturn in stocks creates fear for even the most experienced investor. We can’t get around it. The feeling is natural. When something is cutting away at our net worth, we want to stop it. “It would be nice to have my money in cash right now,” our minds tell us, even though we know that’s not in our best long-term interest.
There are two categories of investors in this world: performance takers and performance seekers. A performance taker is satisfied with earning a fair share of the market’s return and weathering the risk that comes with it. A performance seeker wants more return and less risk, and pays for it in more than one way.
Beating the market using mutual funds isn’t easy. The hope of finding fund managers who steadily beat their benchmarks may seem like a worthwhile venture, but the only people who seem to earn steady profits from active mutual fund strategies are companies selling products. A persistent “performance gap” exists between investor returns and the returns of the funds they invest in.

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Mel Lindauer

Mel Lindauer is a contributor to The Bogleheads® View blog on Forbes.com. The Bogleheads® View RSS feed is listed above.

Mike Piper

Mike Piper - Oblivious Investor

Administrative note: There will be no articles this upcoming Friday or Monday, due to the holidays. The regular posting schedule will resume the following Friday (1/2). I hope you all enjoy your holidays! A reader writes in, asking: “How much can I give per year without having to pay any tax? I read in one place […]
As of this week, both houses of Congress have passed the Tax Increase Prevention Act of 2014, which retroactively extends several different tax breaks that had expired at the end of 2013. (Now, they expire at the end of 2014.) Among the extended tax breaks are the exclusion for “qualified charitable distributions” from IRAs, the tuition […]
A reader writes in, asking: “What do you think of an Energy Mutual Fund such as Vanguard’s Energy Fund for a 3-5% position within one’s stock portfolio at this time? Some investors such as Buffet have suggested that the time to invest in markets when there is “blood in the streets”, and there is crying […]
I read this week that Vanguard’s new “Personal Advisor Services” program (which provides asset management, a basic financial plan, and the ability to contact a CFP with any questions for a cost of 0.3% per year) has been gathering assets more quickly than the start-up companies in the robo-advisor space. Perhaps that shouldn’t be a surprise, […]
A reader writes in, asking “On the Bogleheads forum I see people recommending the ‘three fund portfolio’ with Total Stock Market, Total International Stock, and Total Bond Market funds. But I never see something this basic anywhere else. Elsewhere, I see portfolios recommended that include many more funds or articles recommending the new and improved types of index […]

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Allan Roth

Bill Schultheis

Bill Schultheis - The Coffeehouse Investor

This time of year is a test. A test in giving and receiving while filtering the copious amount of consumer noise. It is part of our culture to consume, a guilty pleasure, an American tradition. However, we often struggle with the meaning of the holiday and how to balance traditions, the Target sales ad, and our in-laws.

Believe it or not, it is already December — and before you know it, we will be looking back on 2014.

You still have a few weeks, however, to do some end-of-the-year maintenance that can help you both now and in the long run.
It's our turn to share our shameless plug on the most perfect gift (in our opinion) to give this year. The Coffeehouse Investor book provides a wealth of advice on investing with common sense, financial planning long term, and how to get on with your life while ignoring Wall Street. Bill’s quick wit and simple strategies are perfect for the beginning investor or the "expert" who continues to try and beat the market.
In the latest issue of 425 Business, Bill reminds readers of the lessons learned attempting to beat the market. He references the work of Nobel Prize recipient Eugene Fama, “his study on the efficiency of markets should be a reminder to all of us that when you purchase stock in a publicly traded company, you aren’t really betting on the future success of the company. Instead, you are betting on your own power to predict the emotions of other investors and their expectations of a company’s success.”

The holidays are upon us, and for some lucky people, that means a little extra money is headed their way, too.

Whether it’s a year-end bonus at work, a cash gift from a family member or even the annual cash-back award from your credit card, how you handle a windfall can have a big impact on your financial future.

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Larry Swedroe

The Finance Buff

TFB - The Finance Buff

You can still take advantage of non-Roth after-tax 401k or 403b contributions even if it will make your paycheck very small.
Even if your plan does not allow in-service distributions, chances are you should still make non-Roth after-tax contributions. Just wait until you change jobs and roll them into a Roth IRA.
My interview on mint.com.
If your 401k/403b plan cooperates, you can put up to additional $35,000 per year into your Roth IRA. Find out if you are lucky or not.
When your student is close to entering college or already in college, you can't take much risk in your 529 plan. Colorado's Stable Value Plus plan offers a great choice.

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Academic blogs

Wade Pfau

Retirement Researcher Blog by Wade Pfau

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See also