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Bogleheads® wiki
Investing Advice Inspired by Jack Bogle
New to investing? Click here: Icon Bogleheads 16x16.png Getting started Icon search.gif Search this site    Icon Good 11x15.gif Support this site    Icon members.gifAbout the Bogleheads

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 John Bogle at Bogleheads 13

Welcome to the Bogleheads® wiki, a collaborative enterprise by members of the Bogleheads Community. The Bogleheads' approach to investing begins with an investor deciding on percentage allocations to various asset classes, such as U.S. stocks, international stocks, U.S. bonds, and cash. The desired allocations are then implemented using low-cost vehicles which are true to the targeted asset classes. Tax costs are carefully considered, influencing decisions as to what investments to place in taxable versus tax-advantaged accounts. Bogleheads emphasize regular saving, broad diversification, and sticking to one's investment plan regardless of market conditions. Information relevant to the group's core beliefs is available in the Bogleheads' investment philosophy.

The wiki is a valuable reference resource for investors. Anyone can read the wiki. If you would like to edit it, you must first join the Bogleheads forum. Then, please send a private message requesting access, and you will quickly be made an editor. Information on editing the wiki is available on the left sidebar of every wiki page. Suggestions are welcome by posting in Suggestions for the Wiki

If you see content in need of improvement, or a new page that should be written, please become an editor so that you can contribute to the site. In particular, if you find yourself writing a reply to a forum question that you've seen before, please instead create a wiki page with the answer, and reply on the forum with a link and a quote of your text. That way, the Bogleheads Community both preserves our knowledge base and makes it more accessible, particularly to those using search engines.

Getting started:
OverviewBogleheads® investment philosophyInvestingPersonal finance Planning for retirement
Financial planning:
Asset allocation Charitable giving Education savingsEstate planning Health savings accounts International domiciles Personal finance Tax considerations
Asset classes Alternate asset classes Bonds CDs Indexing International stocks Exchange-traded funds Money markets Mutual funds Portfolios Real estate Risk management (portfolio) Stocks (US) Vanguard
Retirement planning:
Annuities Employer provided retirement plans IRAs Portfolio withdrawals Retirement spending Social Security
Reference material:
Acronyms Blogs (The) Bogleheads® Books and authors Financial theory Financial websites FAQs Glossary Google Docs spreadsheets Resources and links


Vanguard News

In the most recent Vanguard fund reports, which cover the six months ended July 31, 2015, our bond fund managers offered their insights on the current state of the market as well as perspective on the future, and our CEO noted that investors have more control over how much they pay to invest in the markets.
James P. Barrow will pass the portfolio management responsibilities of the Vanguard Windsor II Fund and the Vanguard Diversified Value Portfolio of the Vanguard Variable Insurance Fund to Jeff G. Fahrenbruch and David W. Ganucheau, effective January 1, 2016.
Vanguard European Stock Index Fund and Vanguard Pacific Stock Index Fund will begin tracking new FTSE benchmark indexes when the markets open on October 1, 2015. The new benchmarks reflect the addition of small-capitalization equity exposure to both funds. Adding small-cap exposure will bring the funds closer to market-cap weightings and is expected to offer diversification benefits to investors..
When saving for retirement a deferred variable annuity can be a useful tool. The money you invest grows tax-deferred so you won't owe taxes on your earnings until they're withdrawn. Yet annuities come with costs. So why not control what you can?
Exchange-traded funds were especially affected by the market volatiity on August 24, 2015. Here are tips to help maintain price protection and some trading flexibility.

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Bill Schultheis - The Coffeehouse Investor

What’s the point of an advisor if I can do it myself? We get this question all of the time and the answer can be fairly straight forward.
If you have watched any of the recent debates you know Donald Trump isn’t shy to controversy nor an opportunity to debate. What if we told you he could be even richer if he would have only invested in index funds in 1988 rather than his current holdings?
We all have different ideas about what retirement may look like and at what point we will be ready or forced to retire. The one common denominator we probably all can agree on is that we do not want to stress about money shortages during retirement nor create undue financial hardships for our loved ones in […]
With the recent retirement of Jon Stewart from The Daily Show, we thought we would share a small part of his volatile interview in 2009 with Wall Street guru, Jim Cramer.
In light of the recent economic turmoil in Greece and China, Bill sheds some light on a few common sense strategies to embrace. He reminds investors that it is really “all about the checkbook” and has little to do with European or Asian markets.

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Our Canadian sister site, Financial Wisdom Forum, has a similar focus, many like-minded members, and may be of interest as well. Be sure to visit their wiki, known as finiki, the Canadian financial wiki.