The Bogleheads’ Guide to Investing

bogleheadsguidesecondeditionThe Bogleheads Guide to Investing (second edition) was written by Taylor Larimore, Mel Lindauer and Michael LeBoeuf, long-time forum members who continue to be active on the forum today. First published in a hardback edition on January 3, 2006; the publication date for the second edition is August 18, 2014.

Hardcover: 336 pages
Publisher: Wiley; 2 edition (August 18, 2014)
ISBN-13: 978-1118921289

From the publisher

Wiley, the  publisher states:

The irreverent guide to investing, Boglehead style

The Boglehead’s Guide to Investing is a DIY handbook that espouses the sage investment wisdom of John C. Bogle. This witty and wonderful book offers contrarian advice that provides the first step on the road to investment success, illustrating how relying on typical “”common sense”” promoted by Wall Street is destined to leave you poorer. This updated edition includes new information on backdoor Roth IRAs and ETFs as mainstream buy and hold investments, estate taxes and gifting, plus changes to the laws regarding Traditional and Roth IRAs, and 401k and 403b retirement plans. With warnings and principles both precisely accurate and grandly counterintuitive, the Boglehead authors show how beating the market is a zero-sum game.

Investing can be simple, but it’s certainly not simplistic. Over the course of twenty years, the followers of John C. Bogle have evolved from a loose association of investors to a major force with the largest and most active non-commercial financial forum on the Internet. The Boglehead’s Guide to Investing brings that communication to you with comprehensive guidance to the investment prowess on display at You’ll learn how to craft your own investment strategy using the Bogle-proven methods that have worked for thousands of investors, and how to:

  • Choose a sound financial lifestyle and diversify your portfolio
  • Start early, invest regularly, and know what you’re buying
  • Preserve your buying power, keeping costs and taxes low
  • Throw out the “”good”” advice promoted by Wall Street that leads to investment failure

Financial markets are essentially closed systems in which one’s gain garners another’s loss. Investors looking for a roadmap to successfully navigating these choppy waters long-term will find expert guidance, sound advice, and a little irreverent humor in The Boglehead’s Guide to Investing.


Table of Contents

Part 1: Essentials of Successful Investing

Chapter 1. Choose a Sound Financial Lifestyle

Chapter 2. Start Early and Invest Regularly

Chapter 3. Know What You’re Buying Part I

Chapter 4. Know What You’re Buying Part II

Chapter 5. Preserve Your Buying Power with Inflation-Protected Bonds

Chapter 6. How Much do You Need to Save?

Chapter 7. Keep it Simple

Chapter 8. Asset Allocation

Chapter 9. Costs Matter

Chapter 10. Taxes Part I

Chapter 11. Taxes Part II

Chapter 12. Diversification

Chapter 13. Performance Chasing and Market Timing Are Hazardous to Your Health

Part 2: Follow-Through Strategies to Keep You on Target

Chapter 14. Savvy Ways to Invest for College

Chapter 15. How to Manage a Windfall Successfully

Chapter 16. Do you Need an Advisor?

Chapter 17. Track Your Progress and Rebalance When Necessary

Chapter 18. Tune Out the “Noise”

Chapter 19. Mastering Your Investments Means Mastering Your Emotions

Chapter 20. Making Your Money Last Longer Than You Do

Chapter 21. Protecting Your Assets by Being Well-Insured

Chapter 22. Passing It On When You Pass On

Chapter 23. You Can Do It – The Bogleheads Will Help



The Bogleheads® Wiki has a review of The Bogleheads Guide to Investing:


Barry Barnitz, administrator of both the Bogleheads® wiki and of Financial Page, a Bogleheads® blog. In addition I serve as an administrator of finiki, the Canadian financial wiki, as an administrator of la Wiki Bogleheads® España, and as an administrator of the John C. Bogle Center for Financial Literacy site.

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