News and blogs

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News and blogs contains the RSS feeds for news sites and site participant's blogs. (Podcasts can be found here.)

News

Vanguard News

April 15 is upon us. Here are a few simple ways vanguard.com can help ensure you're ready when the tax deadline arrives.
The clock's ticking, but there's still some time to make an IRA contribution for the 2013 tax year. Don't miss out on the opportunity to take a deduction, if you qualify.
No matter how busy you are, you and your family can take a few simple steps to move toward your financial goals. Here's a special series from Vanguard with tips to help you keep your financial well-being high on your list of priorities.
Have a retirement question? We can help. Two of our retirement experts will be taking your questions on our Facebook page on Wednesday, April 16, at noon, Eastern time.
Vanguard's websites are not and have not been subject to the "Heartbleed" security vulnerability.

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Bogleheads® author blogs

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 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.
Two steps forward and one step back.  That’s the stock market for you.  It’s a dance all new investors need to learn because it affects the portion of your portfolio that you have allocated to common stocks. Two steps forward and one step back.  The stock market has been dancing to that tune ever since [...]
Today’s guest columnist is author Bill Schultheis. The beat goes on.  Corporate America continues its relentless shift away from defined benefit plans and toward defined contributions in helping workers prepare for retirement. Recently, American auto maker Chrysler announced it was going to freeze its pension plan for about 8,000 workers, transferring them to a defined [...]

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Rick Ferri

Rick Ferri Blog

Freedom is not free. Our rights and privileges come at a high cost. The brave men and women who fought and died for our freedom are not able to enjoy the sacrifices they gave, but their families and friends are, and that’s what’s important. Seeing this reality firsthand as a young Marine Corp officer changed my life. It also shaped my career in the investment industry.
I’m often asked what I think about asset location strategies. This is a tax management technique where an investor places the most tax-efficient investments in the least tax-efficient account type and vice versa to reduce near-term taxes. There are advantages and disadvantages to this strategy. I believe whether you choose to do this or not is a matter of preference rather than substance.
Love and money have a lot in common. It struck me how similar these two pursuits are while reading a recent Wall Street Journal article on the pursuit of a satisfying life by Charles Murray. We seek both love and money over our lifetimes; we’re drawn to them, fight over them, agonize over them, neglect them and lose them on occasion, and then seek them again.
How important is it to watch the stock market? Not important at all. Here is advice from two of the best investors I know. "The stock market is a giant distraction from the business of investing," says John Bogle, founder of Vanguard Group of mutual funds.
What do 25%, 25%, 25% and 25% have in common? Besides adding up to 100%, it’s a pattern of active fund underperformance versus indexes that consistently occurs in the mutual fund marketplace.

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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

In reply to a recent Vanguard blog post indicating that investors contribute significantly more to Roth IRAs than to traditional IRAs, a reader asked for an explanation of when it makes sense to use a Roth IRA as opposed to traditional IRA. For most people, the question of whether to make tax-deferred (i.e., “traditional”) retirement […]
Just a friendly reminder: We’re down to the wire here on 2013 IRA contributions. Also, for those of you who will have to make estimated tax payments in 2014, April 15 is the due date for payment #1. Investing Articles If You Can: How Millennials Can Get Rich Slowly (a new short book by William Bernstein) […]
Reminder: Today at 3pm EST, I’ll be participating in a WSJ webcast about creating an action plan for tapping investments and Social Security in retirement. Questions from viewers are very welcome, so please join us. (For anybody who is interested but who cannot make it at the scheduled time, a recorded version of the webcast will be available at the […]
On Monday (April 7) at 3pm Eastern, I’ll be participating in a WSJ webcast about creating an action plan for tapping investments and Social Security in retirement. Questions from viewers are very welcome, so please join us. (For anybody who is interested but who cannot make it at the scheduled time, a recorded version of the webcast will […]
A reader writes in, asking: “What do you think about testing an advisor for a few years by giving him just a piece of the overall portfolio before turning everything over?” I think the answer depends on what type of advisor you’re considering. But first, let’s get something important (and perhaps obvious) out of the […]

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Allan Roth

Bill Schultheis

Bill Schultheis - The Coffeehouse Investor

Easy investing - it’s a simple approach really but many investors continue to try and time the market, eager for the next hot stock, and spend entirely too much emotional energy stressed about Wall Street’s next move. The act of simple investing with a few stocks and rebalancing when appropriate was highlighted in a recent Wall Street Journal article
Remember when we told you to avoid the unnecessary noise of Wall Street or did you hear Bill repeatedly remind you during a webinar? (By the way, next webinar is April 23rd @ 6pm - The Ins & Outs of Rebalancing.) If you haven’t heard or seen the latest mudslinging in regards to Michael Lewis’ new book, Fast Boys you may get an earful. Mr. Lewis, IEX founder Brad Katsuyama, and BATS Global Market President appeared on CNBC on Tuesday and between the accusations and arguing, it became quite a show for the trading floor.
It often takes inspiration from another place to provide much needed personal insight. I came across the quote "Buy Less, Choose Well" and then read an article we featured this month in our newsletter about a retired couple who figured out how to live off a little less to achieve their goals long term.
I’m sure you are busy filling out your NCAA tournament bracket for the office pool but if you haven’t heard the news yet, Warren Buffett (technically Quicken Loans and Yahoo!) is going to give you a billion dollars if you can predict the perfect NCAA tournament bracket.
The market may change but the fundamentals never do. Back in July, Charles Schwab lists nine fundamentals for generating income in the golden years. We happened to like fundamental #8 – rebalance to stay aligned with your goals. We think it’s so important, we’ve dedicated an hour to the subject on April 23rd at 6pm.

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Larry Swedroe

The Finance Buff

TFB - The Finance Buff

While looking for a feature photo for my articles on using a financial advisor, I only found ones like this: The pictures show either a couple sitting across the table at the advisor’s office or the advisor coming to their home. The common phrase for working with an advisor is “sit down with an advisor.” […]
Starting next week, my weekly digest like this one will move to e-mail delivery only. I’m making this change because I want to populate the blog website with only full-featured articles. Regular articles will still be posted to the blog and included in the RSS feed. Current e-mail subscribers will continue receiving both new blog […]
Up to the end of 2012, there had been news articles every year saying if Congress didn’t act how many millions of taxpayers would be caught by the Alternative Minimum Tax (AMT). Every year, Congress came to the rescue with a patch, saving those millions of taxpayers from the claws of AMT. They got tired […]
This posts concludes my series on the Vanguard financial plan. See previous posts for details about the questionnaire, the written plan, and the consultation. I think it was a good checkup. The recommended portfolio allocation was sound. It provided a good roadmap for getting on the right course. For this reason, it should be done […]
Social Security is so complex that a cottage industry has emerged to help figure out when to claim Social Security. Software companies sell their Social Security optimization tools to financial advisors for several hundred dollars a year. Guess where the money ultimately comes from? The end customers of course. If when and how to claim […]

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Investing blogs

Vanguard

Vanguard Blog - Insights and opinions from Vanguard leaders

I posted a blog in early January 2014 outlining my seven financial resolutions for the new year. I've made some progress, but frankly, I have some considerable work yet to do.

Here's an update:

April is here, and, for some, it’s a time to welcome spring. For others, it means a race against the clock to get their 2013 tax return done before the April 15 deadline. And part of that process frequently involves …

Municipal bonds and emerging markets have not seen the same rally as U.S. stocks and may hold a greater risk premium, Vanguard Chief Economist Joe Davis says.


Transcript:

It’s a question that’s harder to answer today than has been in …

Early in my Vanguard career, I accompanied Vanguard founder Jack Bogle to a meeting in New York City. I’d never traveled anywhere with the founder of a multi-billion-dollar anything before. Would we chopper up to the East 34th Street Heliport? …

In a famous experiment, psychologists Christopher Chabris and Daniel Simons asked people to watch a video of people playing basketball and count the number of passes. Technically, the answer is 15, but that misses the point of the experiment. 

In …

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For medical professionals (by Jim Dahle a.k.a. EmergDoc)

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

I don’t hear about new ideas very often, but here is one that a few people might find very useful.  I call it the “Mega Backdoor Roth IRA.”  There are several variations.  Two of them work well for selected people, but after discussing the third with several retirement plan experts, it probably isn’t a viable option. Prior to getting into the variations, I need to point out that most physicians and most Americans probably don’t … Continue reading
Q. How can I tell if it will be beneficial to start a 401K/Profit-Sharing Plan for my solo practice?  I have several employees.  At what point am I better off investing in a taxable account instead of starting a 401K/Profit-Sharing Plan? A. I’ve been thinking about this question for months.  It is an exceptional question, without a definite right answer.  401K/Profit-Sharing Plans have both costs and benefits, especially for the company owner.  You have to … Continue reading
[Editor's Note: This is a guest post from James D. Osborne, MBA, CFP®, of Bason Asset Management, a low-cost, fee-only ($4500 per year for financial planning and asset management) advisor in Colorado and one of my advertisers. This post is full of common-sense advice for a new attending.] So you’ve spent the last decade or so getting educated, specializing, doing a residency and now you’re out, as an attending or in private practice. You’re getting … Continue reading
Self-publishing a book can be a lot of work. Not only do you get to be the author, but you also get to either be or hire out everything else including editing, cover design, e-book convertor, marketer, layout specialist, publisher etc. Luckily, Amazon and similar companies take care of the printing and distributing for me (don’t worry, they’re getting a nice fat cut for their trouble.) The marketing of a book that is essentially only … Continue reading
I’ve started doing a series of Webinar-style presentations at QuantiaMD.  This is the first in the eight part series. I plan on posting a link to each of them as they are published every two to four weeks.  Each of them will run just five to ten minutes. I think this one is closer to ten. QuantiaMD is a physician-only online educational resource filled with lots of presentations, mostly on clinical medicine. In order to … Continue reading

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See also

References