Episode 004: Bogleheads on Investing – guest Christine Benz, host Rick Ferri

This information packed podcast with guest Christine Benz, CFP®, Morningstar’s Director of Personal Finance covers a lot of important material. We discuss how 2018 tax reform impacts year-end tax planning, the double-whammy of taxes on mutual fund capital gain distributions in

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Interview with Norbert Schlenker: The Financial Wisdom Forum

Recently we had the opportunity to interview Norbert Schlenker, one of the earliest members of Canada’s Financial Wisdom Forum (FWF). The FWF suite of sites, which include a home page, a forum, and a wiki, is considered the Canadian sister

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Interview with LadyGeek: Bogleheads site administrator

We recently had the opportunity to interview LadyGeek, who undertakes numerous roles at Bogleheads.org. and affiliated sites. She is an administrator of both Bogleheads.org. and the Bogleheads Forum. She also serves as a forum moderator. In addition, she serves as

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Interview with Kathleen, Nadeem, and Mahendra: The Bogleheads Facebook Page

We recently had the opportunity to interview Kathleen Ryan, Mahendra Prasad, and Nadeem Faiz, co-administrators of the Bogleheads.org Facebook Page. The site was announced on January 17, 2011 in the the Boglehead forum topic The New Bogleheads Facebook Page. Readers

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Episode 003: Bogleheads On Investing – guest Jonathan Clements, host Rick Ferri

Jonathan Clements is the founder and editor of HumbleDollar. During Jonathan’s long career as a financial writer he has worked for Euromoney, Forbes, and The Wall Street Journal. He is also the author of eight personal finance books, his latest

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Vanguard index fund net security lending income (2017)

Vanguard has a policy of returning 100% of after expense security lending income to its mutual funds that lend securities. The Statement of Additional Information to a fund prospectus itemizes security lending income and expenses so that the net percentage

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Update: Vanguard brokerage commission expense (1994 – 2017)

Mutual funds that buy and sell stock incur costs on these transactions. These transaction costs are not included in a fund’s expense ratio. Transaction costs include brokerage commission expense, buy and sell spread costs, and market impact costs, Among these

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Schwab index fund security lending in 2017

Schwab stock index funds earn additional income by lending securities to qualified institutional borrowers. A fund’s expenses are paid out of fund earnings. Given that the US tax code gives a tax preference to dividends that qualify for lower tax

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Fidelity index fund security lending in 2018

Fidelity stock index funds earn additional income by lending securities to qualified institutional borrowers. A fund’s expenses are paid out of fund earnings. Given that the US tax code gives a tax preference to dividends that qualify for lower tax

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Bogleheads On Investing: Episode 002 – Special Guest Dr. David Blitzer, hosted by Rick Ferri

Episode 2 of Bogleheads on Investing features an insightful interview with Dr. David Blitzer, Managing Director and Chairman of the Index Committee at S&P Dow Jones Indices (S&P DJI) with overall responsibility for index security selection, as well as index analysis

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