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Bogleheads® wiki - Investing Advice Inspired by John Bogle Academics Asset classes Employer provided retirement plans ETFs and mutual funds Financial planning Indexing Investing Non-US domiciles Personal retirement plans Retirement planning Tax considerations Complete list... Academics Asset classes Employer provided retirement plans ETFs and mutual funds Financial planning Indexing Investing Non-US domiciles Personal retirement plans Retirement planning Tax considerations Complete list...

 

Welcome

Welcome to the Bogleheads^® wiki, a collaborative undertaking by members of the Bogleheads Community. This wiki is a reference resource for investors. Bogleheads emphasize starting early, living below one's means, regular saving, broad diversification, and sticking to one's investment plan.

If all this seems a bit overwhelming, relax and don't panic. A good place to begin is getting started. Returning visitors may be interested in our new pages.

 

Getting started

• Getting started - Start here.
• Bogleheads® investment philosophy - Our investment principles.
• Bogleheads® investing start-up kit - A top-down approach to start investing.
• Investment policy statement - Identify your investment objectives and how you plan to meet them.
• Bogleheads® personal finance planning start-up kit - Other than investing, such as financial planning, insurance, and saving for college.
• Preparing for retirement - Steps you should take before retiring.
• Prioritizing investments - Choosing where to save your investing money, such as an employer's retirement plan or a savings account.

 

Today's featured article

An Investment policy statement (IPS) is a statement that defines general investment goals and objectives. It describes the strategies that will be used to meet these objectives and contains specific information on subjects such as asset allocation, risk tolerance, and liquidity requirements.

Consider the use of a simple investing plan (see below):

• For investors challenged by the complexity of an Investment Policy Statement
• When the investment objectives don't justify the effort needed to create an Investment Policy Statement (more...)

 

This week in financial history

November 13:

• 1865 - To counter the effects of loose money-printing and counterfeit notes, the US issued its first 'gold certificates' - a form of paper currency backed by gold. Source: 3 November 1865: US issues its first gold certificates

November 14:

• 1972 - The Dow Jones Industrial Average topped 1,000 points for the first time. Source: Closing milestones of the Dow Jones Industrial Average
• 2014 - The Wilshire 5000 index closed above 19,000 for the first time. Source: Wilshire 5000

November 15:

• 1867 -Stock tickers were first introduced to the New York Stock Exchange. Source: Chronology of New York Stock Exchange (1792-1929)
• 1971 -The first US money market fund, the Reserve Fund, began operations on November 15, 1971.Source:Fund Prospectus,p.5.

November 17:

• 1995 - The Standard & Poors 500 index closed over 600 for the first time in history on November 17, 1995. Source: Closing milestones of the S&P 500 Index

 

Can't find what you're looking for?

Use the wiki's Search box. Or, start from a top-level overview using Site navigation. A complete article list is also available.

You can search or register to ask a question on the Bogleheads forum, or browse recent forum posts from the Bogleheads' home page. We're also on Facebook.

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

 

Contributing to the wiki

Anyone can read the wiki. If you would like to edit it, you must first join the Bogleheads forum. Once you've joined, send a private message requesting access, and you can then become 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 on a topic not yet covered, consider becoming an editor so that you can contribute to the site. If you find yourself writing a reply to a forum question that's been discussed a number of times before, consider creating a wiki page with the answer. Then you and others can reply to subsequent questions on that topic 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.