The Bogleheads® view

The Bogleheads^® View was a biweekly column appearing in Forbes magazine online from November 27, 2009 through December 17, 2010. Starting on December 31, 2010, Forbes replaced the article series with a blog.

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

Index Funds — Low fees aren’t the only advantage. (23 May 2013)

Today’s guest columnist is author, Bill Schultheis. Jack Bogle, the founder and retired chairman of Vanguard, is a legendary figure in bringing the simple concept of “index funds” to investors across the country and around the world. Though he may not have invented the index fund, his bold vision and leadership was the driving force in [...]

A Simple Way To Build Your Own Annuity (1 March 2013)

I’ve been asked a number of times if I feel there’s a safe way that an investor can build their own annuity without surrendering a large sum of money to an insurance company to purchase a Single Premium Immediate Annuity (SPIA). Indeed, I do feel that it’s possible for an investor to build a 20 or 30-year risk-free annuity without [...]

Searching for yield in all the wrong places? (10 February 2013)

With today’s record low yields on FDIC-insured bank saving accounts and CDs, most investors are searching for higher yields. However, many investors are taking on more risk in the pursuit of those higher yields by investing in riskier products, often without realizing that higher yields usually means higher risk. Perhaps you’ve overlooked those “stodgy” old [...]

2012 Year-End Financial Checklist (27 December 2012)

With the approaching end of 2012, here’s a brief checklist of some things you may have overlooked that you might still need to take care of. Time to Rebalance? If you rebalance annually, have you already done so, or is this the time of the year when you need to handle that? Required Minimum Distribution [...]

Paying Down Debt: Often the Best Investment (2 December 2012)

If you have a loan and you have money available to add to your investments, you also have the option of using the money to make an extra payment on the loan. Is the extra payment a good idea? Evaluate it as an investment opportunity: you are using money now so that you will have [...]

The Bogleheads^® View

Archive

Historical Bogleheads View articles can be viewed online at Forbes.com: The Bogleheads' View

The Bogleheads' View (9/27/09 - 12/17/10) - The Bogleheads: Advice Inspired by John Bogle (12/31/10 forward)
Date	Title	Topic	Author	Tag
2010-12-31	How Did Your Portfolio Perform In 2010?	Portfolio Returns	Laura Dogu	Portfolio Returns
2010-12-17	Financial Tips For Those Who Hate Investing	Investment Planning	Laura Dogu	Investment Planning
2010-12-03	Investing Books To Give This Holiday	Investment Books	Mel Lindauer	Investment Books
2010-11-19	A Thanksgiving with John Bogle	Bogleheads' History	Mel Lindauer	Bogleheads
2010-11-5	Is Active Investing Performance Chasing?	Active vs Indexing	Mel Lindauer	Active vs Indexing
2010-10-22	With Future Returns Likely Lower, Taxes And Investment Expenses Loom Large	Bogleheads Convention	Laura Dogu	Bogleheads
2010-10-8	Five Ways To Get Off The Car Loan Merry-Go-Round	Turn Car Expenses into Retirement Savings	Laura Dogu	Saving
2010-9-24	Three Money Lessons From Teenagers	Teaching Children About Money	Laura Dogu	Saving
2010-9-10	Six Ways To Teach Your Children About Money	Teaching Children About Money	Laura Dogu	Saving
2010-8-27	Retirement Planning Simpler If You Ignore The News	Saving and Investing for Retirement	Laura Dogu	Investing for Retirement
2010-8-13	The Truth About Equity-Indexed Annuities	Annuities	Mel Lindauer	Equity Indexed-Annuities
2010-7-30	For Some Retirees, This Anuity Makes Sense	Annuities	Mel Lindauer	Single Premium Immediate Annuties (SPIAs)
2010-7-16	Fixed Deferred Annuities: CDs With Gotchas	Annuities	Mel Lindauer	Fixed Deferred Annuities
2010-7-2	Variable Annuities Don't Belong in Retirement Plans	Annuities	Mel Lindauer	Qualified Variable Annuities
2010-6-18	How To Cut The Cost Of A Variable Annuity	Annuities	Mel Lindauer	1035 Annuity Transfer
2010-6-4	Annuities: Good, Bad or Ugly?	Annuities	Mel Lindauer	High-Cost Deferred Variable Annuities
2010-5-22	How To Revamp Your Portfolio	Asset Allocation	Laura Dogu	Investment Planning
2010-5-7	The Key To Tax-Efficient Investing: Asset Location	Asset Location	Laura Dogu	Taxable Accounts
2010-4-23	What You Need To Know About IRAs	Retirement Savings	Laura Dogu	IRAs
2010-4-9	To ETF Or Not To ETF	ETFs vs. Index Funds	Rick Ferri	ETFs
2010-3-26	Actively Managed Mutual Funds Are Obsolete	Active vs. Passive	Rick Ferri	Active vs. Passive
2010-3-12	How to Make the Most of Your 401(k)	Retirement Savings	Laura Dogu	Retirement Savings
2010-2-26	Let Us Buy More I Bonds	I Bonds	Mel Lindauer	I Bonds
2010-2-12	I Bonds: The College Tax Break	I Bonds	Mel Lindauer	I Bonds
2010-1-29	The ABCs of Risk-Free I Bonds	I Bonds	Mel Lindauer	I Bonds
2010-1-15	Risk-Free Yield? Consider I Bonds	I Bonds	Mel Lindauer	I Bonds
2009-12-30	Hitting Your Target Asset Allocation	Asset Allocation	Laura Dogu	Investment Planning
2009-12-23	It's All About Your Asset Allocation	Asset Allocation	Laura Dogu	Investment Planning
2009-12-18	The Key To Investing Success: Start With A Plan	Investment Policy Statement	Laura Dogu	Investment Planning
2009-12-11	Who Cares What The Dow Did Last Week?	Tune Out Market Noise	Rick Ferri	Buy and Hold
2009-11-30	Last Minute Roth Opportunity	No RMD in 2009 Presents a Roth Conversion Opportunity	Mel Lindauer	Retirement
2009-11-27	Meet the Bogleheads	Introduction to the Bogleheads	Mel Lindauer	Bogleheads

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