The John C. Bogle Center for Financial Literacy is a non-profit organization dedicated to improving financial literacy. We were approved by the IRS as a 501(c)(3) public charity on February 6, 2012. The approval was retroactive to November 22, 2010, the date of the organization’s incorporation as a non-profit Texas Corporation.
To expand John C. Bogle’s legacy by promoting the principles of successful investing and financial well-being through education and community.
A world of well-informed, capable, and empowered investors.
- Commitment to and focus on the investment philosophy of John C. Bogle.
- Community: The maintenance and expansion of the well-established Boglehead sense of community and belonging.
- Fairness: That investment companies should treat investors equitably so that investors receive their fair share of investment returns.
- Simplicity: That investing can and should be simple.
- Stewardship: Advocating for and supporting servant leadership dedicated to the benefit of investors.
- Focus: Highlighting quantitative evidence-based research.
- Increase traffic to John C. Bogle site.
- Increase virtual and actual conference attendance.
- Increase media exposure.
- Develop tools that empower defined-contribution participants to obtain better investment options.
- Broaden program and resource offerings across the saving/investing life cycle.
- Develop content for use by influencers in Boglehead community.
- Tighter coordination with Boglehead chapters.
- Harmonize content across all platforms.
- Consider expansion of local chapters and establishment of a “Boglehead University.”
- Financially support those aligned with our mission.
- Implementable web content aimed at Center values, including a newsletter, particularly through social media venues.
- The identification and participation of high-impact speakers aligned with our mission in Boglehead community events in all modalities.
- A “membership” channel to allow outside interested parties to directly contact relevant Center members.
- Improve logistical “back office” capability where needed to support strategies in a cost-effective manner.
- Emphasize and focus on data-driven investment strategies.