Episode 006: Bogleheads on Investing – guest , Dan Egan, host Rick Ferri

Dan Egan is our guest in Episode 6. Mr. Daniel P. Egan is the Director of Behavioral Finance and Investing at Betterment and an up-and-coming leader in the field of improving personal decision making by understanding how psychology interacts with design, money, investing and

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Bogleheads.org adds Non-US forums

Bogleheads.org. is adding new non-US domicile forums to the Bogleheads forum. The forums were introduced on January 27, 2019. This forum started with a US focus. Today, we reach world-wide and have many posts that are outside the US. The current

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Early Retirement and Time Value of Money (Part 2)

This follow-up article keeps exploring Time Value of Money concepts in the context of early retirement. The intent is to find a flexible way to manage one’s portfolio savings and annual spending levels in combination with various types of irregular cash flows while waiting for stable fixed income (e.g. social security, pension) to settle in.

As we have seen in Part 1, a few spreadsheet formulas can go a long way. Such ‘annuitization’ approach involves some extra risks though and this follow-up article will discuss ways to mitigate such risks.

Posted in Investing, Retirement

Early Retirement and Time Value of Money (Part 1)

This article will explore Time Value of Money concepts in the context of early retirement. The intent is to find a flexible way to manage one’s portfolio savings and annual spending levels in combination with various types of irregular cash flows while waiting for stable fixed income (e.g. social security, pension) to settle in. As we will see, a few spreadsheet formulas can go a long way.

Posted in Investing, Retirement

South Florida local chapter meeting, January 27, 2019

The following guest post is courtesy of South Florida Local Chapter member Lazy Nihilist. We had our 2019 South Florida Bogleheads chapter meeting on Sunday at the Stirling Road Branch Library. The library conference room was full for the meeting

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The 2019 Boglehead Contest

The 2019 Boglehead Contest was announced in a January 1, 2019  Bogleheads Forum topic post . The Boglehead Contest is an annual event that takes place on the Bogleheads forum where members take guesses to forecast the closing price of

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Lazy Portfolios in 2018

The following table lists 2018 total returns for various examples of “lazy portfolios”. Some of the portfolios (Coffeehouse and Coward’s) are designed as 60/40 stock/bond portfolios. Other portfolios (Armstrong Ideal and Swensen) are designed as 70/30 stock/bond portfolios. The two-fund, three-fund, and

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Vanguard Managed Payout fund tracking error

Tracking error is one measure of judging a fund manager’s performance. Managed Payout Fund The Managed Payout Fund is designed to give investors regular monthly payouts. The fund is intended to supplement  other sources of retirement income. The Managed Payout

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Vanguard balanced index fund tracking error

Tracking error is the ultimate measure of judging an index fund manager’s performance. Since an index manager does not engage in security selection with an index fund, it is the manager’s transactional skill which distinguishes performance. For stock market allocations 

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Episode 005: Bogleheads on Investing – guest , Gus Sauter, host Rick Ferri

This information packed podcast is with guest Mr. George Upham Sauter, fondly known as “Gus”, former Chief Investment Officer, Managing Director and Portfolio Manager of The Vanguard Group, Inc., the investment advisor of Vanguard Index Funds. Gus joined Vanguard Funds

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