Dr. William (Bill) Bernstein is a medical doctor, author, investment advisor, and financial historian. His research is in the field of modern portfolio theory and economic history.

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Mutual funds that buy and sell stock incur costs on these transactions. These transaction costs are not included in a fund’s expense ratio. Transaction costs include brokerage commission expense, buy and sell spread costs, and market impact costs, Among these …

Update: Vanguard brokerage commission expense (1994 – 2018) Read More »

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  Larry Swedroe is a principal and Chief Research Officer of Buckingham Strategic Wealth, a 17 billion dollar wealth management company headquartered in St. Louis, MS. Since joining the firm in 1996, Larry Swedroe has spent his time, talent and energy …

Episode 012: Bogleheads on Investing – guest Larry Swedroe, host Rick Ferri Read More »

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The following guest post is courtesy of South Florida Local Chapter member Lazy Nihilist. We had our South Florida Bogleheads chapter meeting last Sunday at the Stirling Rd branch library in Hollywood, Florida. We were honored to have Taylor Larimore, …

South Florida Local Chapter meeting, July 14, 2019 Read More »

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The Research Triangle Park Bogleheads®, North Carolina Local Chapter held its first 2019 meeting. Bogleheads forum member Steve Thorpe recaps this meeting in this guest article. RTP, NC Chapter Meeting 11:00 AM Sat April 13, 2019 Roughly sixteen Bogleheads braved …

RTP, NC Local Chapter meetings in 2019 Read More »

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Mel Lindauer, CFS, WMS, was dubbed “The Prince of the Bogleheads” by Jack Bogle. He’s one of Boglehead forum founders along with Taylor Larimore, and has contributed thousands of posts, helping investors learn the Boglehead way to invest. In 2010, …

Episode 011: Bogleheads on Investing – guest Mel Lindauer, host Rick Ferri Read More »

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Vanguard’s suite of U.S. stock index funds are benchmarked to CRSP indexes. In addition, Vanguard offers sets of U.S. exchange-traded funds benchmarked to Russell and S&P indexes. In 2015 the CRSP index funds had lower turnover rates  in most style categories when compared to the Russell and S&P funds. This continues a trend established

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Debbie Fuhr and Robin Powell are my guests on Episode 10. Our focus is on the global growth of index investing and ETFs. Debbie is the Managing Partner & Founder founder of ETFGI, the world’s leading independent research company. ETFGI …

Episode 010: Bogleheads on Investing- guests Debbie Fuhr and Robin Powell- host Rick Ferri Read More »

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Basic asset allocation is how much of your income/savings is invested in the stock market, bonds, and cash. Much has been written about selecting an asset allocation, and there are several questionnaires available to new investors to assist with deciding …

Choosing an Asset Allocation Behavioral Aspects Read More »

The spreadsheet links below contain annual per share distribution data for Fidelity  index funds and Charles Schwab index and index exchange-traded funds. These distributions include dividend distributions, capital gains distributions, and return of capital distributions. The data is derived from …

Fidelity and Schwab index funds: per share distributions Read More »