Search found 110 matches

by indexlover
Tue Jun 18, 2019 8:38 pm
Forum: Personal Investments
Topic: How Much in Muni Funds?
Replies: 6
Views: 864

Re: How Much in Muni Funds?

Please listen to this excellent Boglehead podcast by Rick Ferri with Allan Roth https://bogleheads.podbean.com/e/episode-008-bogleheads-on-investing-guest-allan-roth-host-rick-ferri/ Starting at the 39 minute mark .. How much % of Muni bonds in the Fixed income portion of the portfolio - Don't put m...
by indexlover
Fri Jun 07, 2019 4:45 pm
Forum: Investing - Theory, News & General
Topic: Episode 010: Bogleheads on Investing - guests Debbie Fuhr and Robin Powell
Replies: 9
Views: 1151

Re: Episode 010: Bogleheads on Investing - guests Debbie Fuhr and Robin Powell

Any idea when transcript of the podcast will be made available in the future ?
by indexlover
Wed May 15, 2019 9:31 pm
Forum: Investing - Theory, News & General
Topic: Financial podcasts
Replies: 32
Views: 3645

Re: Financial podcasts

Mentioned so far: 2 Frugal Dude https://2frugaldudes.com/ The Acquirers podcast https://acquirersmultiple.com/podcast/ Afford Anything https://affordanything.com/podcast/ Animal Spirits Podcast https://podcasts.apple.com/us/podcast/animal-spirits-podcast/id1310192007?mt=2 Behind the Markets - Jeremy...
by indexlover
Mon May 06, 2019 10:33 am
Forum: Investing - Theory, News & General
Topic: This podcast includes my thoughts on the Bogleheads after Jack
Replies: 8
Views: 1972

Re: This podcast includes my thoughts on the Bogleheads after Jack

I am a huge Rick Ferri fan. Can't wait to listen to this one. Thank you for sharing.
by indexlover
Fri Apr 26, 2019 8:56 pm
Forum: Investing - Theory, News & General
Topic: Rick Ferri Podcast on Doctor Money Matters
Replies: 2
Views: 1026

Rick Ferri Podcast on Doctor Money Matters

https://www.doctormoneymatters.com/episode48/ Passive investing (just using ETFs does not mean passive investing) What to do before you do portfolio construction Portfolio construction The stages of investor education (Core4)] Darkness enlightenment Complexity Simplicity Fantastic Podcast with Rick ...
by indexlover
Fri Apr 05, 2019 8:44 pm
Forum: Investing - Theory, News & General
Topic: April "Bogleheads on Investing" podcast with special guest Allan Roth!
Replies: 18
Views: 2708

Re: April "Bogleheads on Investing" podcast with special guest Allan Roth!

Excellent. Thank you for asking the question about Municipal bonds and VWIUX. I appreciate it very much.
by indexlover
Fri Mar 29, 2019 4:51 pm
Forum: Investing - Theory, News & General
Topic: Submit questions for Allan Roth, my next "Bogleheads on Investing" podcast guest
Replies: 22
Views: 2063

Re: Submit questions for Allan Roth, my next "Bogleheads on Investing" podcast guest

Hi Rick, I know that Allan has spoken in the past about the risks of muni bonds. I would be interested in hearing from him what his concerns would be relative to someone having their entire taxable bond allocation in muni bonds - in a conservative fund such as Vanguard Intermediate-Term Tax Exempt ...
by indexlover
Mon Mar 25, 2019 9:14 am
Forum: Investing - Theory, News & General
Topic: Dividends vs Total Return
Replies: 52
Views: 3999

Re: Dividends vs Total Return

...and dividends are taxed at a higher rate than capital gains. Not if they are qualified dividends. Yes, I was not getting into all the minute details of the debate. So, some dividends are "qualified" but that's not all dividends, or even most dividends. Here is a link to the Investopedia page des...
by indexlover
Sat Mar 23, 2019 4:09 pm
Forum: Personal Finance (Not Investing)
Topic: Need Foreign Currency
Replies: 25
Views: 1330

Re: Need Foreign Currency

I use my fidelity cash management account atm card and withdraw money at the local atm when I arrive at the foreign country. Competitive exchange rates with no foreign transaction fee and they will refund you the atm fee. Charles schwab has the same product as well. I have Charles Schwab card and i...
by indexlover
Fri Mar 22, 2019 4:39 pm
Forum: Personal Finance (Not Investing)
Topic: Need Foreign Currency
Replies: 25
Views: 1330

Re: Need Foreign Currency

I use my fidelity cash management account atm card and withdraw money at the local atm when I arrive at the foreign country. Competitive exchange rates with no foreign transaction fee and they will refund you the atm fee. Charles schwab has the same product as well. I have Charles Schwab card and i...
by indexlover
Sun Mar 17, 2019 7:31 am
Forum: Investing - Theory, News & General
Topic: Favorite investment quote
Replies: 73
Views: 4025

Re: Favorite investment quote

WOW. This is interesting. 7 posts in the thread and nothing from our mentor Jack Bogle quoted ?

"Don't look for the needle in the haystack, just own the haystack." - John C. Bogle
by indexlover
Sat Mar 16, 2019 7:17 am
Forum: Investing - Theory, News & General
Topic: 90 day waiting period for Vanguard Flagship
Replies: 37
Views: 4065

Re: 90 day waiting period for Vanguard Flagship

About two years ago, I was told by a Vanguard rep that accounts are reviewed to determine the correct service level on a quarterly basis. Are you sure that isn’t what you were told? I have been a Flagship for a few years now but whenever i call ( which is very rare) i get the same mediocre service ...
by indexlover
Thu Mar 14, 2019 4:37 pm
Forum: US Chapters
Topic: 2019 BOGLEHEADS CONFERENCE DATES
Replies: 35
Views: 9955

Re: 2019 BOGLEHEADS CONFERENCE DATES

1year23 wrote:
Thu Mar 14, 2019 11:16 am
Is this your way of tell me the announcement will be very soon?
I have no idea. i am anxious like lot of others. Maybe this will help you check the forum more often :D
by indexlover
Wed Mar 13, 2019 7:23 pm
Forum: Investing - Theory, News & General
Topic: Rick and Larry on Bloomberg 3/13
Replies: 12
Views: 1906

Re: Rick and Larry on Bloomberg 3/13

I just saw this : https://www.bloomberg.com/news/videos/2019-03-13/global-etf-fee-war-accelerates-as-new-ground-is-broken-in-the-u-s-video - The Fed pause sparks money inflows into REIT - Tax law changes in 2017 helping REITs in the taxable accounts because 20% of income coming from REITs is tax fre...
by indexlover
Wed Mar 13, 2019 11:51 am
Forum: US Chapters
Topic: 2019 BOGLEHEADS CONFERENCE DATES
Replies: 35
Views: 9955

Re: 2019 BOGLEHEADS CONFERENCE DATES

Previous announcement dates on this forum for registration to the conference: March 06, 2018 (Investing - Theory, News & General Forum) https://www.bogleheads.org/forum/viewtopic.php?t=243589 April 02, 2017 (Investing - Theory, News & General Forum) https://www.bogleheads.org/forum/viewtopic.php?t=2...
by indexlover
Thu Feb 14, 2019 10:28 pm
Forum: Investing - Theory, News & General
Topic: What Is Your Favorite Bogle Quote?
Replies: 48
Views: 2789

Re: What Is Your Favorite Bogle Quote?

Nobody knows nothing
by indexlover
Sun Jan 06, 2019 4:05 pm
Forum: Investing - Theory, News & General
Topic: 2019 Hedge Fund Contest
Replies: 221
Views: 15505

Re: 2019 Hedge Fund Contest

Thank you to everyone who participated so far. For everyone else, you still have til Monday morning to pick your favorite winners and losers. If you pick them off the link in OP, you’ll even be sure to have eligible ones :). Speaking of eligible, I reviewed the funds so far and found a few issues, ...
by indexlover
Fri Jan 04, 2019 5:07 pm
Forum: Investing - Theory, News & General
Topic: 2019 Hedge Fund Contest
Replies: 221
Views: 15505

Re: 2019 Hedge Fund Contest

WhiteMaxima wrote:
Fri Jan 04, 2019 2:40 pm
Long:
MRK
PFE
XOM
RDS.A
CMCSA

Shrt

FB
AMZN
Netflix
Only 3 stocks .. you have 5 in the Long

Pick up to 3 stocks (none, 1, 2, or 3)
by indexlover
Tue Jan 01, 2019 8:34 pm
Forum: Investing - Theory, News & General
Topic: 2019 Hedge Fund Contest
Replies: 221
Views: 15505

Re: 2019 Hedge Fund Contest

Name: Brainee Capital Markets

Long:
INFY (Infosys) GE (General Electric)
BRK-A (Berkshire Hathaway Inc)
MO (Altria)
by indexlover
Sat Dec 22, 2018 9:52 am
Forum: Investing - Theory, News & General
Topic: Jack Bogle shares the $1 billion investing mistake that cost him his job
Replies: 6
Views: 2027

Re: Jack Bogle shares the $1 billion investing mistake that cost him his job

I first saw this in Yahoo Finance on Friday and wanted to post it in BH but before that I went looking for the CNBC article and i thought i had seen that it had an original publish date in September and an updated date to be Dec 21st so i didn't post. Later i saw your post. Now, i went looking for i...
by indexlover
Sat Dec 22, 2018 9:34 am
Forum: Investing - Theory, News & General
Topic: "What You Can Learn from One of Warren Buffett’s Smartest Investors" - WSJ article
Replies: 0
Views: 441

"What You Can Learn from One of Warren Buffett’s Smartest Investors" - WSJ article

I didn't know Jack was inspired by the challenge from Paul Samuelson. Did you ? "In a 1974 essay for the Journal of Portfolio Management, Prof. Samuelson called for the creation of a low-cost mutual fund that would replicate the returns of the S&P 500 index. Inspired by that challenge, Vanguard Grou...
by indexlover
Fri Dec 21, 2018 2:29 pm
Forum: Investing - Theory, News & General
Topic: Jack Bogle shares the $1 billion investing mistake that cost him his job
Replies: 6
Views: 2027

Re: Jack Bogle shares the $1 billion investing mistake that cost him his job

This is old stuff from September - recycled by Yahoo Finance and CNBC
by indexlover
Fri Dec 21, 2018 1:40 pm
Forum: Investing - Theory, News & General
Topic: Steve Dunn ? "I don't know and i don't care" ? Dunn's law ..
Replies: 11
Views: 1510

Re: Steve Dunn ? "I don't know and i don't care" ? Dunn's law ..

I think Rick Ferri is writing a book about the various stages of an index investor and the example he uses for Nirvana state is Steve Dunn. We all have a common boglehead philosophy of low cost indexing but we have various strategies and hence all the threads ( just three posts by Steve in these for...
by indexlover
Wed Dec 19, 2018 6:40 pm
Forum: Investing - Theory, News & General
Topic: Steve Dunn ? "I don't know and i don't care" ? Dunn's law ..
Replies: 11
Views: 1510

Re: Steve Dunn ? "I don't know and i don't care" ? Dunn's law ..

I didn't see a smiley so i guess you were serious in your response.
Isn't this forum a place for intellectual curiosity and to learn from others especially when long time bogleheads like Rick Ferri and Dr. Bernstein place him in such high regard ?
by indexlover
Wed Dec 19, 2018 4:51 pm
Forum: Investing - Theory, News & General
Topic: Steve Dunn ? "I don't know and i don't care" ? Dunn's law ..
Replies: 11
Views: 1510

Steve Dunn ? "I don't know and i don't care" ? Dunn's law ..

I learnt about someone called Steve Dunn and his "I don't know and I don't care" philosophy (Ultimate nirvana state of passive investing) in one of the local chapter BH meetings. I also learnt about Steve Dunn's law ( aka as Purity Hypothesis http://www.efficientfrontier.com/ef/400/dlr.htm ) by goog...
by indexlover
Thu Dec 13, 2018 1:02 pm
Forum: Investing - Theory, News & General
Topic: [Robinhood to offer 3% cash management program, not a bank account]
Replies: 160
Views: 11308

Re: Robinhood 3%Checking

I am tempted, and went to their website to look around. No mention of any FDIC insurance on their website. I will pass for now, will stick with my LMCU Max Checking account along with its 10 debit card transactions per month. This is my emergency fund, I do not want to take any chances with it. Sin...
by indexlover
Wed Dec 12, 2018 11:22 am
Forum: Investing - Theory, News & General
Topic: So Much Red [in cost basis of taxable accounts]
Replies: 26
Views: 2643

Re: So Much Red

Bogle on Volatility: 'Don't Do Something, Just Stand There'
by indexlover
Tue Dec 11, 2018 1:01 pm
Forum: US Chapters
Topic: Suggestions for the Wiki
Replies: 444
Views: 284540

Re: Suggestions for the Wiki

Hello admins,
Do you think a link to the excerpts from Mr. Bogle''s Princeton thesis can be posted in the wiki's.
https://www.etf.com/docs/magazine/2/2012_201.pdf

Page 10 has the excerpts.
by indexlover
Sun Dec 09, 2018 6:50 pm
Forum: US Chapters
Topic: Seattle Area Chapter Meetings - Master Thread
Replies: 135
Views: 31077

Re: Seattle Area Chapter Meetings - Master Thread

Hello, Looks like the information in this thread about the Seattle contact is incorrect: https://www.bogleheads.org/forum/viewtopic.php?f=9&t=778&fbclid=IwAR28UgNiETUU2IVzTVygt4lYwabbBORQZFm7BB8tTPLYXE8Vq4NO6t96I0A Chapter 8 - Seattle Contact Tyrone (boglety@yahoo.com) Can you please contact one of ...
by indexlover
Sat Dec 08, 2018 11:55 am
Forum: Investing - Theory, News & General
Topic: Goodhart's law
Replies: 1
Views: 414

Goodhart's law

About a month ago i heard this fascinating story on NPR's Marketplace morning report about Goodhart's law : https://www.marketplace.org/2018/11/12/economy/what-fed-can-learn-soviets-tiny-useless-nail-problem and at that time the yield curve for 5 and 2 or 3 had not inverted yet. https://www.forexliv...
by indexlover
Sat Dec 08, 2018 10:36 am
Forum: US Chapters
Topic: San Antonio TX Chapter - Master Thread
Replies: 49
Views: 10788

Re: San Antonio Local Chapter Established

Sorry for the late notice. I just heard from Robert L. that Rick Ferri will be joining us today at our meeting! If y'all want to make a trip up North to Austin. Our next meeting is scheduled for today (Saturday, December 8th, 2018) from 12 noon to 2 pm. North Village Branch of the Austin Public Libr...
by indexlover
Sat Dec 08, 2018 10:30 am
Forum: US Chapters
Topic: Master Thread for Austin Texas area Bogleheads
Replies: 73
Views: 26817

Re: Master Thread for Austin Texas area Bogleheads

Our next meeting is scheduled for Saturday, December 8th, 2018 from 12 noon to 2pm. North Village Branch of the Austin Public Library. 2505 Steck Avenue. Austin, TX 78757 Same place as the last few meetings. Hope you can join us! Thanks. Reminder. Hope you can join us. I just heard from Robert L. t...
by indexlover
Fri Dec 07, 2018 8:30 pm
Forum: US Chapters
Topic: Master Thread for Austin Texas area Bogleheads
Replies: 73
Views: 26817

Re: Master Thread for Austin Texas area Bogleheads

rlaustin wrote:
Mon Sep 24, 2018 9:02 am
Our next meeting is scheduled for Saturday, December 8th, 2018 from 12 noon to 2pm.
North Village Branch of the Austin Public Library.
2505 Steck Avenue. Austin, TX 78757
Same place as the last few meetings.
Hope you can join us! Thanks.
Reminder. Hope you can join us.
by indexlover
Fri Dec 07, 2018 8:24 pm
Forum: US Chapters
Topic: San Antonio TX Chapter - Master Thread
Replies: 49
Views: 10788

Re: San Antonio Local Chapter Established

I don't see this chapter listed in this thread: https://www.bogleheads.org/forum/viewtopic.php?f=9&t=778&fbclid=IwAR1vgkA4zWUydkhcSal76Fwp6CITyn7vImABNQxQvGt4apr7PpIYUCpGlo0 Can you please PM one of the admins and add the chapter. I am not from San Antonio and I don't know who the local contact woul...
by indexlover
Sun Nov 25, 2018 5:41 pm
Forum: Forum Issues and Administration
Topic: SITE OFFLINE (Nov 25) Sunday, 5:00 PM Eastern (22:00 UTC) - software upgrade
Replies: 21
Views: 1845

Re: SITE OFFLINE Sunday, 5:00 PM Eastern (22:00 UTC) - software upgrade

WOW. You are awesome. On the dot at 5 ET went offline and now back within 30 minutes.
Thank you.
by indexlover
Sun Nov 25, 2018 4:57 pm
Forum: Investing - Theory, News & General
Topic: "Stay The Course" by John Bogle
Replies: 36
Views: 7007

Re: "Stay The Course" by John Bogle

Thanks for the tip about $5 off plus the 1.38 coupon. Just ordered.
by indexlover
Tue Nov 20, 2018 12:35 pm
Forum: Investing - Theory, News & General
Topic: Full page ad in WSJ - https://indexingonsteroids.com/
Replies: 8
Views: 1774

Full page ad in WSJ - https://indexingonsteroids.com/

Hello BH, There was a full page ad in WSJ today from https://indexingonsteroids.com/ which caught my attention (Marty Schulman is a vascular surgeon in New York ) https://indexingonsteroids.com/grandpas-rules/ "Don’t heed the conventional definition of “diversification”. Don’t split your assets into...
by indexlover
Wed Nov 07, 2018 10:33 pm
Forum: Investing - Theory, News & General
Topic: This man can predict when bubbles burst: time to time the market?
Replies: 145
Views: 11131

Re: This man can predict when bubbles burst: time to time the market?

OP, I prepared for a market crash plus unemployment lasting 5 years. It could happen at any time. But, it won't matter to me. So, why do you need to rely on any prediction when you can be prepared instead? KlangFool Hi OP, I believe you when you say you have anxiety. The simplest way to take care o...
by indexlover
Sat Nov 03, 2018 6:10 pm
Forum: US Chapters
Topic: Who/what made the helpful culture of Bogleheads?
Replies: 29
Views: 2145

Re: Who/what made the helpful culture of Bogleheads?

One of the best aspects of BH forum is that folks are not judgmental.
by indexlover
Sat Nov 03, 2018 5:48 pm
Forum: Personal Finance (Not Investing)
Topic: Individual Health Insurance mandate question
Replies: 6
Views: 624

Re: Individual Health Insurance mandate question

No health insurance? See if you'll owe a fee https://www.healthcare.gov/fees/fee-for-not-being-covered/ The fee for 2018 plans and earlier - You may owe the fee for any month you, your spouse, or your tax dependents don't have qualifying health coverage (sometimes called "minimum essential coverage"...
by indexlover
Sun Oct 28, 2018 10:48 am
Forum: Investing - Theory, News & General
Topic: Second thoughts about munis (wsj article)
Replies: 47
Views: 4169

Re: Second thoughts about munis (wsj article)

UpperNwGuy wrote:
Sat Oct 27, 2018 9:33 pm
I can't read the article because it is behind a paywall, and I don't subscribe to the Wall Street Journal. Would you be willing to summarize the main points?
Here is the archive :

http://archive.is/2LqKS
by indexlover
Sat Sep 22, 2018 11:57 am
Forum: Personal Investments
Topic: The bond side of my asset allocation ...
Replies: 21
Views: 1194

Re: The bond side of my asset allocation ...

ClemsonDad wrote:
Sat Sep 22, 2018 10:34 am
Full disclaimer … Amazon is working on sending me the two most frequently recommended books by Bogelheads … so I expect to be smarter in 10 days
Which two books ?
by indexlover
Mon Sep 17, 2018 7:51 pm
Forum: Investing - Theory, News & General
Topic: New Jack Bogle Book!
Replies: 51
Views: 8679

Re: New Jack Bogle Book!

I wonder if Mr. Bogle would consider offering some signed copies of his new book? (fingers crossed) https://i.imgur.com/Xn6laho.jpg Is it possible that there will be pre-release copies available for sale during the conference so folks can get it signed by the legend himself ? I haven't pre-ordered ...
by indexlover
Thu Jul 19, 2018 7:52 pm
Forum: Personal Investments
Topic: $3 Million in Cash at 31; Looking to Invest $2M of it
Replies: 16
Views: 4191

Re: $3 Million in Cash at 31; Looking to Invest $2M of it

For the bond portion, i suggest you use VWIUX ( Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares)
by indexlover
Mon Mar 19, 2018 7:21 am
Forum: Personal Finance (Not Investing)
Topic: Help please with 1099Q and TurboTax - took $$ 529 distribution for Scholarship
Replies: 1
Views: 347

Help please with 1099Q and TurboTax - took $$ 529 distribution for Scholarship

Please help me enter 1099Q in TurboTax - took $$ 529 distribution for Scholarship and to pay for the remainder. Background: DS has a Tuition scholarship from school plus 2 external (general) scholarships. Tuition: $48492 Room & Board:$14546 Total cost: $63344 ------------- Scholarship: $49498 Parent...
by indexlover
Wed Mar 07, 2018 2:36 pm
Forum: Investing - Theory, News & General
Topic: 2018 BOGLEHEADS CONFERENCE UPDATE 9-3-18
Replies: 116
Views: 34869

Re: 2018 BOGLEHEADS CONFERENCE ANNOUNCEMENT

Please add me to waiting list. TIA

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