Bogleheads® 9 videos

Morningstar videos with Christine Benz
Christine Benz, Morningstar's director of personal finance, interviewed a number of attendees at the 2010 National Bogleheads Reunion (Bogleheads 9), held in Philadelphia, Pennsylvania. Registration and reception began at 2 PM on Wednesday, October 13, 2010 and and the reunion concluded at noon on Friday, October 15, 2010. The Morningstar video interviews with William Bernstein, John Bogle, Laura Dogu, and Rick Ferri were held on October 15, 2010. The links are provided below

Bernstein: Short-Term Bonds Are the Least-Bad Choice
Author Bill Bernstein thinks fixed-income investors will be sorry if they reach for yield with longer-dated Treasuries or junk bonds.



Bogle: Don't Reach for Returns
Looking to nonconventional asset classes to chase extra return is akin to heading to the racetrack, says Jack Bogle.



Bogle: Keep Bonds for the Bumps in the Road
Stocks should outperform bonds in the coming decade, but investors need a significant allocation to fixed income for stability in today's troubled market, says Vanguard founder Jack Bogle.



Bogle: The Standard Bond Index Suits Me Fine
The Vanguard founder says he's dubious that value-weighted bond indexing can consistently beat the market.



Bogle: Why I Don't Invest Overseas
During the next 10 years, Jack Bogle expects the U.S. markets to return roughly the same amount as international and emerging markets.



Bogle: Unclear if Target-Date Funds Have Lived Up to Promise
Target-date funds are a great fundamental idea, but confusion over asset allocation and investment choices dilutes the benefit to the average investor, says Vanguard founder Jack Bogle.



Bogle: Financial Reform Better Than Nothing
Vanguard founder Jack Bogle thinks that although financial reform was a step in the right direction too many questions were left unanswered.



Bogle: Index Funds the Great Hope for Corporate Governance
Index funds will be called to task to play a larger role in corporate governance as they gather more assets, says the Vanguard founder.



Bogle: Buy and Hold, Don't Trade ETFs
ETFs are one of the great marketing ideas of the recent era, but it remains to be seen if they're one of the great investment ideas, says the Vanguard founder and former chairman.



Laura Dogu: How Much Do You Need for Retirement?
Author Laura Dogu believes that one of the biggest retirement mistakes is not carefully calculating how much money you'll need.



Ferri: How to Approach Bonds Today
Portfolio Solutions' Rick Ferri on bonds for tactical versus strategic portfolios, adding inflation protection to portfolios, why commodities don't work for long-term investors, and rebalancing strategies.

