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Welcome to the Bogleheads® wiki

Investing Advice Inspired by John Bogle
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Welcome


John Bogle

We help you make good financial decisions by tuning out the noise and focusing on just a handful of simple, core principles that have proved successful over time. Although they are simple, following them is not always easy.

If this is your first visit, begin at "Getting started" below.

Regular visitors may want to look at our new articles.

Getting started

For US investors:

For non-US investors:

Personal finance

Personal finance covers not only investing, but day-to-day finances, budgeting, insurance, taxes, estate planning, and retirement.

For US investors:

Retirement

Retirement is a major event in many people's lives. It is not only a lifestyle change, but a change in income and spending.

Planning for this life-changing event is important.

For US investors:

From today's featured article

Tax-efficient fund placement is an issue facing investors holding assets in multiple accounts, both tax-advantaged and taxable accounts. The tax code recognizes different sources of investment income which are taxed at different rates, or, are taxed at a later time (tax "deferred"). An asset's tax efficiency (the impact of taxes on an investment) is affected by both its expected return and the tax rate on that return.

All investors must pay their legally required taxes. This article describes how to minimize taxes by placing investments appropriately in tax-deferred or taxable (pay taxes now) accounts. (more...)

This week in financial history

February 3:

February 8:

  • 1971 - The National Association of Securities Dealers Automated Quotation (NASDAQ) begins trading, with median quotes for 2,500 over-the-counter securities. (Source)
  • 2007 - The Wilshire 5000 Index closed above 16,000 for the first time in history. Source: Wilshire 5000

February 9:

  • 1977 - At 1:30 a.m. the Vanguard board of directors, on a 7 - 4 vote, approved a no-load distribution plan for the Vanguard funds, thus ending load-fund distribution of the company's funds. Source: Robert Slater (1996) John Bogle and the Vanguard Experiment. McGraw Hill. p.97.
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Contributing to the wiki

Anyone can read the wiki. If you see something that needs improvement, or have an idea for new topic not yet covered, consider becoming an editor so that you can contribute to the site.

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Forum members are welcome to post suggestions in Suggestions for the Wiki.

Sister projects

Our Canadian sister site, Financial Wisdom Forum, and its wiki, finiki, the Canadian financial wiki, has a similar focus with many like-minded members, and you might also find this site interesting.

We also have a sister site in Spain, Bogleheads® España (en español).

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