Bogleheads Chapter Series: Q&A with J.L. Collins

The “Starting Out” and “Mid-Career Accumulators” Life Stage Chapters were delighted to host JL (Jim) Collins, author of “The Simple Path to Wealth,” for exciting conversation and Q&A at the zoom meeting held on Wed. June 15, 2022, at 8:00 pm ET. This was an enjoyable interactive meeting featuring well-known and delightfully engaging personal finance … Read more

Bogleheads® Chapter Series – Setting Your Children Up for Financial Success

There are many things parents or guardians can do to help set their children up for financial success in life. Since there is often no one way to do things that works for every child, participants share what has worked with their family, along with any successes / failures / lessons along the way. This … Read more

Sacramento Area Bogleheads video: The Education of an Index Investor ~ Philosophy, Strategy and Discipline

Presentation: “A Few Good Funds, The Genius of Simple Investing”. Speaker: Rick Ferri, CFA. Industry veteran and author Rick Ferri has embraced a low-fee Bogleheads philosophy for the past 25 years. Rick is the current president of the John C Bogle Center for Financial Literacy and CEO of Ferri Investment Solutions where he advises do-it-yourself … Read more

Bogleheads® Live Episode 03: Picking Index Funds

Bogleheads® Live Episode 03, podcast produced May 6, 2022. Podcast summary This Episode, a Twitter Spaces meeting held on March 31, 2022, is hosted by Jon Luskin with guest Rick Ferri. Rick Ferri, CFA, returns, discussing how to select the right index funds, the difference between investing philosophy and investing strategy, and answering audience questions … Read more

The Bogleheads Conference is Back in 2022!

(This blog post was originally published March 2, 2022. It has been updated to reflect that registration is now open.) The Bogle Center Board has made the following announcement in the Bogleheads forum: We are pleased to open registration for the new and expanded 2022 BOGLEHEADS ANNUAL CONFERENCE! October 12 – 14, 2022Oak Brooks Hills … Read more

Episode 045: Nick Gendron and Josh Barrickman on Total Bond Market Index Funds, host Rick Ferri

Podcast summary This episode features two guests who discuss total bond market investing. The first guest is Nick Gendron, Global Head of Fixed Income Index Product Management at Bloomberg. This is where the index originates. The second guest is Josh Barrickman, Principal, Senior Portfolio Manager, and Head of Fixed Income Indexing Americas. He and his … Read more

Bogleheads® Chapter Series – Chris Pedersen on Simple & Effective Balanced Lifetime Portfolios- 2022

Chris Pedersen, Director of Research at The Merriman Financial Education Foundation, shows several very simple portfolios that achieve massive diversification across industries, geographies, stocks, bonds, and various equity premium factors. He also discusses 2 Funds for Life strategies that augment target-date funds to reduce risk with age, increase expected returns, raise safe withdrawal rates, and … Read more

Bogleheads® Live Episode 02: Asset Allocation

Bogleheads® Live Episode 02, podcast produced April 25, 2022. Podcast summary This Episode, a Twitter Spaces meeting held on March 24, 2022, is hosted by Jon Luskin with guest Rick Ferri. In this podcast, Rick Ferri, CFA, fields live audience questions on asset allocation, discussing the difference between one’s investing philosophy and their strategy, how … Read more

Bogleheads® Live Episode 01: The Bogleheads

Bogleheads® Live Episode 01, podcast produced April 22, 2022. Podcast summary This Episode, a Twitter Spaces meeting held on March 16, 2022, is hosted by Jon Luskin and Rick Ferri. In this podcast, Rick Ferri, CFA introduces the Bogleheads®, discusses the importance of spreading the word of low-cost investing, how to get involved with the … Read more

Bogleheads® Chapter Series – Documenting Financial Information for Surviving Spouse / Executor

In some cases, one spouse or partner handles most of the financial tasks. If this is true in your case, what can you document ahead of time to make things easier for your surviving spouse/partner to handle the finances should you pass away or become incapacitated. For this meeting, a series of slides was presented … Read more