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

Sacramento Area Bogleheads Video: Rebalancing: Staying the course with your Target Asset Allocation

Presentation: “Rebalancing Your Portfolio”. Speaker: Jerome Moisand, speaking on the topic of rebalancing and asset allocation. Jerome spent his career working in Telecommunications in various engineering, product management and strategy & planning positions. He’s now financially independent and volunteers part of his time on personal finance and passive investing topics. He’s an active member of … Read more

New weekly “Bogleheads® Live”

We’re starting “Bogleheads® Live”, a twitter spaces meeting, for live discussions on different topics from investing to personal finance. Rick Ferri will be co-hosting the discussions with Jon Luskin, CFP, and all are invited. We’ll have special guests visiting each week, and you’ll be able to ask questions LIVE. The first Bogleheads® Live is Wednesday, … Read more

Bogleheads on Investing Podcast, with Eduardo Repetto, host Rick Ferri

Podcast summary Eduardo Repetto, Ph.D., is the Chief Investment Officer (CIO) of Avantis Investors, where he is responsible for directing the research, design, and implementation of investment strategies for over $10 billion in factor-based ETFs and mutual funds. Prior to Avantis Investors’ establishment in 2019, Eduardo was Co-Chief Executive Officer, Co-Chief Investment Officer, and Director … Read more

Bogleheads on Investing Podcast, Episode 42 with Spencer Jakab, host Rick Ferri

Podcast summary Spencer Jakab is the Editor of the “Heard on the Street” column for the Wall Street Journal and the author of two books. His new book is “The Revolution That Wasn’t: GameStop, Reddit and the Fleecing of Small Investors,” which is the topic of our conversation. Previously he wrote “Ahead of the Tape” … Read more

Bogleheads® Chapter Series – Christine Benz: What if this turns out to be a terrible time to retire?

Christine Benz, Director of Personal Finance at Morningstar, discusses what to consider for retiring in today’s environment. This video is hosted by the Metro-Boston chapter. The Bogleheads® Chapter Series is sponsored by the John C. Bogle Center for Financial Literacy, a non-profit organization dedicated to improving financial literacy. The Center’s mission is to expand the … Read more