Search found 2415 matches

by Barry Barnitz
Mon Aug 28, 2023 1:52 pm
Forum: Investing - Theory, News & General
Topic: 'Bogleheads® on Investing' #60: Jonathan Clements on "My Money Journey"
Replies: 26
Views: 5254

Re: 'Bogleheads® on Investing' #60: Jonathan Clements on "My Money Journey"

Hi all:

We have posted the Bogleheads on Investing Episode 60 with Jonathan Clements on "My Money Journey", along with the transcript on the Bogle Center blog.

Here is the link to the blog post; Bogleheads on Investing with Jonathan Clements: Episode 60.

Barry
by Barry Barnitz
Thu Jun 29, 2023 4:22 pm
Forum: Investing - Theory, News & General
Topic: 'Bogleheads® on Investing' #59: Dr. William F. Sharpe
Replies: 23
Views: 3739

Re: 'Bogleheads® on Investing' #59: Dr. William F. Sharpe

HI all:

As you are no doubt aware, Jon Luskin is guest hosting the Bogleheads on Investing podcasts for the summer, while Rick Ferri is on vacation.
Jon has kindly provided a transcript of Episode 59 with Dr. William F. Sharpe. We have posted the transcript on the Bogle Center blog; Here is the link to the transcript: Bogleheads on Investing with William F. Sharpe: Episode 59.

regards,
by Barry Barnitz
Tue Jun 06, 2023 2:37 pm
Forum: Investing - Theory, News & General
Topic: 'Bogleheads® on Investing' #58: Mike Piper on 'More than Enough'
Replies: 14
Views: 3424

Re: 'Bogleheads® on Investing' #58: Mike Piper on 'More than Enough'

HI all:

As you are no doubt, aware, Jon Luskin is filling in for Rick Ferri as guest host of the Bogleheads on Investing Podcast. Jon has kindly provided a transcript of this episode. We have posted the transcript on the Bogle Center blog post for Episode 58 with Mike Piper. Here is the link to the post: Bogleheads on Investing with Mike Piper: Episode 58.

regards,
by Barry Barnitz
Tue May 02, 2023 10:12 pm
Forum: Investing - Theory, News & General
Topic: Dr. Derek Horstmeyer of George Mason Univ.'s School of Business is my latest guest on "Bogleheads on Investing"
Replies: 15
Views: 2399

Re: Dr. Derek Horstmeyer of George Mason Univ.'s School of Business is my latest guest on "Bogleheads on Investing"

Hi all:

We have completed the transcript to Episode 57 with Dr. Derek Horstmeyer. We have published the transcript on the Bogle Center blog. Here is the link: Bogleheads on Investing with Dr. Derek Horstmeyer: Episode 57

regards,
The transcription team
by Barry Barnitz
Thu Mar 09, 2023 4:43 pm
Forum: Investing - Theory, News & General
Topic: MUST LISTEN "Bogleheads on Investing" podcast with financial historian Edward Chancellor
Replies: 165
Views: 22870

Re: MUST LISTEN "Bogleheads on Investing" podcast with financial historian Edward Chancellor

Hi all:

We have completed the transcript to Episode 55 and posted it on the Bogle Center blog: Bogleheads on Investing with Edward Chancellor: Episode 55.

regards,
The transcription team
by Barry Barnitz
Sat Jan 07, 2023 6:11 pm
Forum: US Chapters
Topic: your favorite quotes & one-liners
Replies: 272
Views: 48656

Re: your favorite quotes & one-liners

Shakespeare on the value of diversification from The Merchant of Venice:

SALERIO: ... I know Antonio is sad to think upon his merchandise.

ANTONIO: Believe me, no. I thank my fortune for it
My ventures are not in one bottom trusted,
Nor to one place; nor is my whole estate
Upon the fortune of this present year.
Therefore my merchandise makes me not sad.
by Barry Barnitz
Tue Jan 03, 2023 10:54 am
Forum: Investing - Theory, News & General
Topic: My Delightful Conversation with JL Collins on "Bogleheads on Investing"
Replies: 14
Views: 4229

Re: My Delightful Conversation with JL Collins on "Bogleheads on Investing"

Hi:

The transcript of Episode 53 with J.L. Collins is now posted on the Bogle Center site: Bogleheads on Investing with JL Collins: Episode 53.

--The transcription team
by Barry Barnitz
Tue Aug 02, 2022 2:38 pm
Forum: Investing - Theory, News & General
Topic: Rob Berger is my recent guest on "Bogleheads on Investing"
Replies: 10
Views: 3150

Re: Rob Berger is my recent guest on "Bogleheads on Investing"

Hi:

We have published the transcript for Episode 48. You can access the transcript at Bogleheads on Investing with Rob Berger.

regards,
--The transcription team
by Barry Barnitz
Thu May 19, 2022 7:18 am
Forum: Investing - Theory, News & General
Topic: The Three-Fund Portfolio
Replies: 3895
Views: 2424236

Re: The Three-Fund Portfolio

Hi:
Can you please specify what TDF stands for.
TDF is an acronym for Target Date Fund.

regards,
by Barry Barnitz
Fri May 06, 2022 12:53 pm
Forum: US Chapters
Topic: Join the Wiki!
Replies: 131
Views: 133051

Re: Join the Wiki!

clearbluesky wrote: Fri May 06, 2022 12:20 pm Hi Barry, I would like to become an editor, starting very simply as you suggest. I've been on your wiki since 2017. :happy
Please check your private messages.

regards,
by Barry Barnitz
Sat Apr 23, 2022 4:26 pm
Forum: Investing - Theory, News & General
Topic: "Do You Need An Annuity For Retirement Income"
Replies: 446
Views: 43091

Re: "Do You Need An Annuity For Retirement Income"

Hi:
For state insurance commissioner websites, you might find our wiki page to be assistance: List of state insurance commissioners websites.

regards,
by Barry Barnitz
Thu Apr 07, 2022 8:50 pm
Forum: Investing - Theory, News & General
Topic: The Bogleheads Conference is Back in 2022!
Replies: 59
Views: 12521

Re: The Bogleheads Conference is Back in 2022!

Hi:
Are previous years sessions available on yt?
Yes, the Boglehead Conference videos are available on the Bogleheads YouTube Channel.

Here is the playlist for the conference video series: Boglehead Conference Proceedings.

regards,
by Barry Barnitz
Wed Apr 06, 2022 4:33 pm
Forum: Investing - Theory, News & General
Topic: Bogleheads podcast guest, Eric Balchunas, on his new book, "The Bogle Effect"
Replies: 11
Views: 2486

Re: Bogleheads podcast guest, Eric Balchunas, on his new book, "The Bogle Effect"

Hi:

The transcript for Episode 44 is now published on the Bogle Center site: Bogleheads on Investing- Episode 44 transcript.

regards,
The transcription team
by Barry Barnitz
Tue Mar 15, 2022 11:20 am
Forum: Investing - Theory, News & General
Topic: [Vanguard sued over taxable distributions in Target Date Funds]
Replies: 338
Views: 31250

[Vanguard sued over taxable distributions in Target Date Funds]

[Moved into a new thread from: Target date funds ... so much for "set and forget" [and WSJ article] --admin LadyGeek] Yesterday, I saw on Bloomberg tv a mention of a lawsuit filed about this target date situation. Very interesting. Here is a "news" article dealing with the class action suit: Vanguard Sued Over Taxable Distributions in TDFs , March 15, 2022. Vanguard’s retail investors are suing the company, alleging breach of contractual fiduciary duty related to a change in investment minimums in the firm’s target-date funds that caused many smaller investors to take tax hits, according to news reports. The complaint, filed Monday in Philadelphia federal court, accuses Vanguard of favoring large retirement plans over s...
by Barry Barnitz
Tue Feb 01, 2022 9:16 pm
Forum: Investing - Theory, News & General
Topic: Bogleheads on Investing, Episode 042: Robinhood, Reddit, and Meme Stocks with Spencer Jakab
Replies: 23
Views: 3595

Re: Bogleheads on Investing, Episode 042: Robinhood, Reddit, and Meme Stocks with Spencer Jakab

Hi:

We have completed the transcript for Episode 042 with Spencer Jakab.


regards,
Thanks to the transcription team (asset_chaos, sycamore, and yours truly)
by Barry Barnitz
Sun Jan 16, 2022 5:06 pm
Forum: Investing - Theory, News & General
Topic: RIP Jack Bogle
Replies: 71
Views: 9094

Re: RIP Jack Bogle

Hi Mel:

According to this list of medal recipients on Wikipedia, the medal has been issued posthumously: List of Presidential Medal of Freedom recipients .

regards,
by Barry Barnitz
Mon Jan 10, 2022 2:06 pm
Forum: Investing - Theory, News & General
Topic: I will no longer use the word "should".
Replies: 58
Views: 8615

Re: I will no longer use the word "should".

Hi:

Sometimes, albeit infrequently, one can be surprised. About 15 years ago, when I was working graveyard shifts (and doing the business' daily ledger books), a local small store business owner stopped by and noticed I was reading an investment book. He asked me what did I invest in, and I told him "index funds." He replied, "That's the smart thing to do."

regards,
by Barry Barnitz
Mon Nov 29, 2021 1:49 pm
Forum: Investing - Theory, News & General
Topic: Vanguard China Select Stock Fund
Replies: 67
Views: 6696

Vanguard China Select Stock Fund

Hi: Press release: Vanguard Announces Plans to Launch Active China Equity Fund Vanguard today filed an initial registration statement with the U.S. Securities and Exchange Commission to introduce Vanguard China Select Stock Fund. The fund will invest in both onshore and offshore Chinese equities and is intended for clients seeking actively managed, high-alpha-target equity exposure to complement a broadly diversified portfolio. Vanguard expects to launch the fund in the first quarter of 2022. Vanguard believes that exposure to China is an important part of both the equity and fixed income allocations of a globally diversified portfolio. China is a significant and growing portion of the global equity market, representing the second largest n...
by Barry Barnitz
Sat Nov 13, 2021 4:29 pm
Forum: Investing - Theory, News & General
Topic: Barry Ritholtz is our "Bogleheads on Investing" guest this month
Replies: 26
Views: 4642

Re: Barry Ritholtz is our "Bogleheads on Investing" guest this month

HI:

We have finalized the editing of Episode 39 with Barry Ritholtz and published it on the Bogle Center blog. Here is the link: Bogleheads on Investing- Episode 39 transcript.

regards,
by Barry Barnitz
Sat Nov 13, 2021 12:59 pm
Forum: Investing - Theory, News & General
Topic: Barry Ritholtz is our "Bogleheads on Investing" guest this month
Replies: 26
Views: 4642

Re: Barry Ritholtz is our "Bogleheads on Investing" guest this month

Is there a transcript of these podcasts? Here is a first draft transcription of the podcast from a raw transcript. I do not have audio, so I have to make guesses at speaker attribution. Here is the google.doc first draft. It is open for editing, so any if any of you wish to re-edit by comparing it to the audio, please feel free do so. Just make a note of where you stop editing. Episode 39 with Barry Ritholtz . Here is the draft version: Rick Ferri : Welcome to Bogleheads on Investing podcast number 39. Today our special guest is Barry Ritholtz. Barry has been writing about Wall Street for more than twenty-five years. He’s the host of Bloomberg’s Masters in Business Podcast and the CEO of Ritholtz Wealth Management. Hi everyone. My name is ...
by Barry Barnitz
Mon Oct 25, 2021 12:41 am
Forum: Non-US Chapters
Topic: It's Official: Japan Bogleheads Local Chapter Established
Replies: 40
Views: 13461

Re: It's Official: Japan Bogleheads Local Chapter Established

Hi:

Thanks. I have updated the link.

regards,
by Barry Barnitz
Fri Oct 08, 2021 1:37 am
Forum: Non-US Chapters
Topic: It's Official: Japan Bogleheads Local Chapter Established
Replies: 40
Views: 13461

Re: It's Official: Japan Bogleheads Local Chapter Established

Hi JP:

Thanks. I have added the links: Japan Bogleheads®

regards,
by Barry Barnitz
Mon Oct 04, 2021 12:51 am
Forum: Non-US Chapters
Topic: It's Official: Japan Bogleheads Local Chapter Established
Replies: 40
Views: 13461

Re: It's Official: Japan Bogleheads Local Chapter Established

Hi:

We have created a page for the Japan Bogleheads Local Chapter in our site's Financial Page blog. Link: Japan Bogleheads®.

The page is a member of the blog's non-US chapters page: LInk Non-US chapters.

If you would like access to our Calendar of Events for posting your chapter's scheduled meetings or other events please let me know and I can set you up.

regards,
by Barry Barnitz
Tue Sep 28, 2021 11:21 am
Forum: Investing - Theory, News & General
Topic: Vanguard Lowers Expense Ratio for Target Retirement Funds - Adds Income and Growth Trust Fund
Replies: 104
Views: 22444

Vanguard lowers expense ratios for Target Retirement Funds

[Thread merged into here --admin LadyGeek] Hi: News from Vanguard: Vanguard to Lower Investor Costs by an Estimated $190 Million through Enhancements to its Target Retirement Series . Vanguard today announced continued efforts to meet the evolving needs of retirement savers, retirees, and plan sponsors by lowering costs, streamlining investment options, and enhancing its industry-leading target-date offer. The firm will consolidate its lineup with the planned mergers of Vanguard Institutional Target Retirement Funds into Vanguard Target Retirement Funds (TRFs), which is expected to result in a lower expense ratio of 0.08% (8 basis points) for each TRF following completion of the mergers. The TRF mergers are expected to be completed in Febr...
by Barry Barnitz
Tue Sep 07, 2021 4:50 pm
Forum: Investing - Theory, News & General
Topic: Bogleheads now on YouTube
Replies: 155
Views: 48230

Re: Bogleheads now on YouTube

Hi:

The Bogleheads on Investing podcasts are now available on the Bogleheads YouTube site. Similar to other series of videos (Local Chapter Series, Speaker Series, Bogleheads Conference videos), the Bogleheads on Investing series (audio only) has its own Playlist.

regards,
by Barry Barnitz
Fri Sep 03, 2021 12:32 pm
Forum: Investing - Theory, News & General
Topic: Vanguard Balanced Index efficiency
Replies: 11
Views: 2550

Re: Vanguard Balanced Index efficiency

Hi:

Here is a spreadsheet with the historical data for the Vanguard Balanced Index Fund accounting data, along with per share dividend and gains distributions: Vanguard Balanced Index Fund.

regards,
by Barry Barnitz
Thu Aug 26, 2021 8:15 pm
Forum: Investing - Theory, News & General
Topic: Bogleheads now on YouTube
Replies: 155
Views: 48230

Re: Bogleheads now on YouTube

Hi:

On Thursday, August 26, 2021, the Bogleheads YouTube channel attained 2,000 subscribers.


regards,
by Barry Barnitz
Wed Aug 11, 2021 12:44 pm
Forum: Investing - Theory, News & General
Topic: Bogleheads now on YouTube
Replies: 155
Views: 48230

Re: Bogleheads now on YouTube

Hi:

On Wednesday, August 11, 2021, the Bogleheads YouTube channel attained its first 1,000 subscribers.


regards,
by Barry Barnitz
Tue Aug 10, 2021 2:01 am
Forum: Investing - Theory, News & General
Topic: Bogleheads now on YouTube
Replies: 155
Views: 48230

Re: Bogleheads now on YouTube

Hi all:

We have added the Bogleheads YouTube site link to the "Follow Us" segment of the Bogle Center site header. In case you are not familiar with logos, the order of links in this segment are:

1. Twitter
2. YouTube
3. Vimeo

regards,
by Barry Barnitz
Thu May 13, 2021 12:11 am
Forum: US Chapters
Topic: Join the Wiki!
Replies: 131
Views: 133051

Re: Join the Wiki!

JBTX wrote: Wed May 12, 2021 9:54 pm May I help with wiki?
Thanks! We have given you wiki access. Please check your Private Messages for login details.

regards,