Bogleheads Investing Advice and Info

Bogleheads® is the title adopted by many of the investing enthusiasts who participate in this site. The term is intended to honor Vanguard founder and investor advocate John Bogle.. The Bogleheads® emphasize starting early, living below one's means, regular saving, broad diversification, simplicity, and sticking to one's investment plan regardless of market conditions.

Actived: 6 days ago


Bogleheads' Guide To Investing

(4 days ago) Bogleheads' Guide To Investing is an easy to read, comprehensive guide to investing. It is suitable for investors of any experience level, and would be a good choice for a first investment book. It's written in a number of short chapters in light-hearted, plain language.

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Sites Bogleheads Investing Advice and Info

(6 days ago) Financial Page - an investing blog maintained by Boglehead "Barry Barnitz". Financial Wisdom Forum - our Canadian sister site. Latest Journal Articles And Working Papers In Finance - from the academic press. Smart Mutual Fund Investing - from the popular press (maintained by Canadian Boglehead "Bylo Selhi") Academic Research.

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Investing from outside of the US

(4 days ago) Investing from outside of the US serves as introduction to the investment and taxation concerns of US and non-US citizens domiciled outside the US.. In most countries, the residency and domicile of the investor determines the applicable rules, but there are two notable exceptions to this: citizens of Eritrea and the US are taxed by their country independently of where they are domiciled.

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Investing from the Netherlands

(2 days ago) Investing tax-advantaged is possible too through 'banksparen', but again only for the amount of your pension gap. With these accounts you lose flexibility, are burdened with high entry costs and annual costs exceeding 0.50% by far.

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Paying down loans versus investing

(6 days ago) Paying down loans versus investing is an investment choice you may have if you have money available but you also have an outstanding loan. This article looks at the choice of how to deploy the money and the pros and cons to be considered.

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Dollar cost averaging

(3 days ago) The origin of the term Dollar cost averaging (DCA) is the distinction between a practice of buying a fixed number of shares every period and a practice of investing a fixed dollar amount every period. Over time the meaning has been extended. DCA is the technique of dividing an available investment lump sum into equal parts, and then periodically investing each part. This DCA is proposed as an

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(4 days ago) International Equity Investing; Long Term Expectations and Short Term Departures (Vanguard Investment Counseling & Research, original link now dead but available via wayback machine) Global equity investing: The benefits of diversification and sizing your allocation (February 2019 Vanguard Research) Bibliography

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Health savings account

(4 days ago) The investing platform is available for any HSA balance over $1,000. You can set up automated investing so that any balance over the minimum is automatically invested. The platform contains multiple Vanguard index funds in the institutional share class, as well as Target Retirement date funds.

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Prioritizing investments

(6 days ago) Invest inside a taxable investing account. In certain circumstances, a Non-deductible traditional IRA and/or variable annuity may be better than a taxable account. Pay off low-interest debt (eg. most mortgages, some car loans). Invest in low-return assets (eg. money markets, Certificates of …

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Financial websites and blogs

(Just Now) Investing education. AARP Financial Planning and Retirement; Fairmark - Advice on tax issues, information on Roth conversions, etc. gummy stuff tutorials - Series of investing and math tutorials (to download an entire CD's worth of spreadsheets, see gummy-stuff, eh?, forum discussion).

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Investing – Financial Page

(1 days ago) Investing. In finance, the benefit from an investment is called a return. The return may consist of a gain or a loss realized from the sale of a property or an investment, unrealized capital appreciation (or depreciation), or investment income such as dividends, interest, rental income etc., or a combination of capital gain and income.

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Tax-efficient fund placement

(Just Now) Tax-efficient fund placement is an issue facing investors holding assets in multiple accounts, both tax-advantaged and taxable accounts.The tax code recognizes different sources of investment income which are taxed at different rates, or, are taxed at a later time (tax "deferred").

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Investing from Belgium

(4 days ago) Saving and investing in Belgium. The Belgian investor has access to: Regulated and unregulated saving accounts (with government protection until 100,000 Euro).; Various instruments that offer protection of the principal: Certificate of Deposit (kasbons), term accounts, government bonds (staatsleningen or Obligations Linéaires-Lineaire Obligaties; abbreviated OLO, in one of these nice Belgian

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Suggested Reading Bogleheads Investing Advice and Info

(9 days ago) General Investing. The Bogleheads' Guide to Investing - by Taylor Larimore, Mel Lindauer, and Michael LeBoeuf An easy to read, comprehensive guide to investing. It is suitable for investors of any experience level, and would be a good choice for a first investment book.

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Bogleheads® investment philosophy

(Just Now) Even better, it works. Although Bogleheads investing may seem strangely simple, it is based on decades of comprehensive research showing that buying and holding the whole market consistently outperforms many of the alternatives. In addition to learning the details of Bogleheads investing from this wiki, we urge you to visit the Bogleheads forum.

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Getting started for non-US investors

(8 days ago) The Bogleheads® motto is Investing Advice Inspired by Jack Bogle. We are part of his campaign "to give ordinary investors a fair shake." The Bogleheads® originated in the United States, and the principles are applicable worldwide. The non-US section of this wiki and the Non-US investing forum focus on topics that specifically affect non-US

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Bogleheads® investing start-up kit for non-US investors

(2 days ago) Welcome to the Bogleheads® investing start-up kit for non-US investors!. This kit is designed to help you, a non-US investor, begin or improve your investing journey. If you have not already, visit the getting started for non-US investors page which will introduce you to non-US investing and help you find the right starting point for exploring content in the wiki.

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Traditional versus Roth

(5 days ago) Traditional versus Roth refers to the common investment decision of whether to use traditional (pre-tax) or Roth accounts. You must make this decision when your employer offers both a traditional and Roth 401(k), or when you can deduct a traditional IRA contribution or use a Roth IRA, or when you consider leaving money in a traditional account or converting some to Roth.

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Real estate investment trust

(Just Now) Real estate investment trusts were created from a law that Congress enacted in 1960 to enable small investors to invest in real estate without either the large capital required to purchase single properties, or the responsibilities of property maintenance on a direct realty purchase. When holding shares of an equity REIT, an investor is an actual owner of the underlying real estate.

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Index funds and ETFs outside of the US

(Just Now) An index fund is a fund that pools investors' capital for the purpose of investing in securities, typically a mutual fund or exchange-traded fund (ETF), and which aims to replicate the movements of an index of a specific financial market.. Index funds and ETFs were first created in the US and are now widely available outside of the US. Depending on the domicile of the fund it is subject to

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Outline of non-US domiciles

(9 days ago) The following outline is provided as a topical overview of non-US domiciles: . These articles address Bogleheads® investing for individuals living and investing in countries other than the United States (US).. For topics organised as series of frequently asked questions (FAQs), see: Non-US frequently asked questions. For an introductory outline of this topic, see: Investing from outside of

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Simple non-US portfolios

(6 days ago) For example, investing half in the 60% stocks fund and half in the 80% stocks fund produces a 70% stocks and 30% bonds allocation. Two fund portfolio. Beyond Vanguard LifeStrategy funds, the simplest interpretation of the Boglehead approach for non-US retail investors with the minimum number of funds, wide diversity, low cost and modest risk

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Bogleheads® investing start-up kit

(1 days ago) Welcome to the Bogleheads® investing start-up kit!. This kit is designed to help you begin or improve your investing journey. If you haven't already, visit the Getting started page which will introduce you to the Bogleheads® philosophy and help you find the right starting point for exploring all of the content in the wiki. Investing is a complex topic and can easily become overwhelming, but

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Using open source software for portfolio analysis

(1 days ago) This script is intended for investing enthusiasts who intentionally deviate from a total market approach. The ability, willingness, and need to take this additional …

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Treasury Inflation Protected Security

(9 days ago) Treasury Inflation-Protected Securities (TIPS) are a type of notes and bonds issued by the U.S. Treasury. TIPS are unique because their principal and interest payments are indexed to the rate of inflation as measured by the Consumer Price Index. Therefore TIPS provide explicit inflation protection not offered by the other "nominal" bonds.

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Non-US investors and ETF currencies

(7 days ago) Among the considerations for non-US investors investing through ETFs (exchange-traded funds) is the effect of currency risk on returns. The issue can be particularly difficult to untangle where an ETF might have different denomination and trading currencies, perhaps neither of which is the same as either the investor's home currency or the currency of the assets held by the ETF.

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Real estate investment trusts for non-US investors

(2 days ago) A Real Estate Investment Trust (REIT) is a single company REIT (or a group REIT) that owns and manages property on behalf of shareholders. Real estate investment trusts were first established in 1960 under new legislation in the US. The new law allowed small investors to access investment in real estate without the need for large capital

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Bogleheads' Guide to Retirement Planning

(4 days ago) Bogleheads' Guide to Retirement Planning. This book was a collaborative effort by the members of the Bogleheads forum and covers the entire spectrum of retirement planning, including: investing, taxes, retirement plans, personal finance, insurance and estate planning issues. The book is an invaluable aid in helping understand and plan out the

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