John Bogle’s Contributions to AAII

In addition to launching Vanguard and driving down fund fee costs, John Bogle was very active in trying to educate investors on how to better manage his portfolios. Bogle shared his insights directly with AAII members through both articles and videos, including his acceptance of the 2015 Cloonan Award for Excellence in Investor Education. Here…

 

AAII Members Share Their Memories of John Bogle

Last week, in addition to sharing a few of my personal thoughts about John Bogle, I asked those of you who either met or were otherwise influenced by Bogle to share your remembrances. We received many responses with praises and personal experiences. (Thank you. If you have remembrances of Bogle you’d like to share, let us know.)…

 

“Enhanced” Index Funds: Can They Beat the Market?

John “Jack” Bogle, founder and former chairman of the Vanguard Group and father of the index mutual fund, passed away this week at the age of 89. Here is an article he contributed to the AAII Journal in 2007, which has been edited to reflect new data. Since the inception of the first index mutual fund…

 

Investors Reveal What They Wish They Had Done Differently

Discipline is a characteristic that many of the world’s greatest investors have in common. Part of that discipline entails being able to stick with your investment strategy, even through periods of underperformance. Jumping from strategy to strategy, in essence, chasing returns is a pathway to disappoint. To see how willing our readers are to deal…

 

AAII’s Top 10 Articles for June 2016

Here are the Top 10 articles from AAII.com for June 2016 (based on unique page views): Achieving Greater Long-Term Wealth Through Index Funds John “Jack” Bogle, founder of the Vanguard Group of mutual funds, chats with AAII Journal editor Charles Rotblut about why he favors broad market index funds, as well as his thoughts about…

 

Watch Out Vanguard: Fidelity Now Boasts Cheapest Sector ETFs After Cutting Fees

An InvestmentNews.com article reported that Fidelity Investments will lower expense ratios on 27 index funds and ETFs on July 1, ramping up its competition with Vanguard. According to the article, the Fidelity 500 Index fund (FUSEX), which tracks the Standard & Poor’s 500 stock index, charges 0.09% annual for individual investors, versus 0.16% for the Vanguard…

 

The Debate Over Retirement Income Strategies

As millions of baby boomers are either retiring or nearing retirement, there is an ongoing debate on how to manage one’s portfolio heading into and once in retirement. Here’s a glimpse into it: While at last week’s Morningstar Investment Conference, I tweeted a comment made by Morningstar’s David Blanchett about the likelihood of success for…