Blog Archives

Episode 009: Bogleheads on Investing – guest Dr. Wesley Gray, host Rick Ferri

Dr. Wesley R. “Wes” Gray is my guest in Episode 9, and our focus is on “factor” investing. Dr. Gray is the CEO of Alpha Architect, an author, portfolio manager, United States Marine, Iraq War vet, and a former professor

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Dividend Yield: Value vs. Growth

John Bogle, in various writings, argued that his decision to create value and growth index funds was based on meeting the tax, risk, and return needs of investment clienteles during their investment life cycles. Growth index funds were designed for

Posted in indexing, Market statistics, Mutual funds, Taxes, Vanguard

Episode 008: Bogleheads on Investing – guest Allan Roth, host Rick Ferri

Allan Roth is my guest in Episode 8, and our focus in on the investment advice industry. Allan is a licensed CPA, a Certified Financial Planner (CFP), author, writer, adjunct professor, and Founder of Wealth Logic, hourly based investment advisory and

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Under the hood – Vanguard US stock index funds in 2018

Vanguard issues annual reports for the firm’s international and global index funds on October 31 of each year. The reports provide information that can highlight some of the underlying conditions affecting a fund’s future capital gains distribution outlook; an indication of a fund’s foreign tax credit; the level of security lending in each fund, and […]

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Posted in indexing, Market statistics, Vanguard

Episode 007: Bogleheads on Investing – guest Mike Piper, host Rick Ferri

Mike Piper is our guest in Episode 7. Mike is a licensed CPA, author of the popular Oblivious Investor blog, and author of many finance and tax-related books including Social Security Made Simple. He is favorite among Bogleheads for his straightforward advice on

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Under the hood – Vanguard international index funds in 2018

Vanguard issues annual reports for the firm’s international and global index funds on October 31 of each year. The reports provide information that can highlight some of the underlying conditions affecting a fund’s future capital gains distribution outlook; an indication

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Posted in international stocks, Market statistics, Vanguard

Tampa Bay Bogleheads local chapter meetings (2019)

The following local chapter meeting summaries are courtesy of forum member sleepysurf.  The Tampa Bay local chapter holds quarterly meetings. February 16, 2019 meeting We again had five attendees at our February 16 meeting at the Seminole Heights Branch Library.

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Sacramento Area meeting summary, (February 9, 2019)

This article is composed by Bogleheads® forum member digarei. Thanks to everyone who attended today’s event. We expected a large group but didn’t realize that 26 of us meeting together would fog up the windows! Special thanks to those who

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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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