About Us

John C. Bogle (1929 -2019)

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.

Our Mission

To expand John C. Bogle’s legacy by promoting the principles of successful investing and financial well-being through education and community.

Our Vision

A world of well-informed, capable, and empowered investors.

Our Values

  • 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.

Our Goals

  • 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.

Our Strategies

  • 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.