Blog Archives

June 2021 podcast guest, Jason Hsu

Our June guest is Jason Hsu, Ph.D., one of the world’s top thought leaders on factor investing and the co-creator of the fundamental indexing™ methodology. We discuss his academic and professional careers, value investing, efficient markets, active management in the

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Register for the Speaker Series with Rick Ferri and Ron Lieber

The John C. Bogle Center for Financial Literacy is pleased to present the next event in the Bogleheads Speaker Series! Saturday, June 5, 2021, 1 p.m. eastern time: Bogleheads Speaker Series: Ron Lieber speaking with Rick Ferri on preparing for

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Bogleheads Speaker Series with Cara Beth Vance

The John C. Bogle Center for Financial Literacy is pleased to present the sixth installment in the Bogleheads® Speaker Series! Morningstar director of personal finance Christine Benz and fee-only financial planner Kara Beth Vance of Timothy Financial discuss some of

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Bogleheads on Investing- Episode 033 transcript

Jeff Ptak, CFA, is the global head of manager research at Morningstar Research Services, LLC, and past president & chief investment officer of Morningstar Investment Services. He also Co-hosts Morningstar’s “The Long View” podcast with Christen Benz. Jeff has deep knowledge

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May 2021 podcast guest, Jeff Ptak

Transcript Our May guest is Jeff Ptak, CFA, the global head of manager research at Morningstar Research Services, LLC, and past president & chief investment officer of Morningstar Investment Services. He also Co-hosts Morningstar’s “The Long View” podcast with Christen Benz.

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Register for the Speaker Series with Christine Benz and Kara Beth Vance

The John C. Bogle Center for Financial Literacy is pleased to present the next event in the Bogleheads® Speaker Series! Saturday, May 8, 2021, 1 p.m. eastern time: A conversation with Christine Benz and Kara Beth Vance on smart planning

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Bogleheads on Investing- Episode 032 transcript

Talking taxes with Phil Demuth, Ph.D. Phil is a Managing Director at Conservative Wealth Management, LLC, and the author of nine personal finance books, most co-authored with his pal, economist Ben Stein. Phil has written for the Wall Street Journal,

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April 2021 podcast guest, Phil DeMuth

Transcript Talking taxes with Phil Demuth, Ph.D. Phil is a Managing Director at Conservative Wealth Management, LLC, and the author of nine personal finance books, most co-authored with his pal, economist Ben Stein. Phil has written for the Wall Street

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Bogleheads Speaker Series with Bill Bernstein

The John C. Bogle Center for Financial Literacy is pleased to present the fifth installment of the Bogleheads Speaker Series featuring Dr. Bill Bernstein discussing the markets, investing, and his new book, The Delusions of Crowds: Why People Go Mad

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Register for Bogleheads Speaker Series with Bill Bernstein

The John C. Bogle Center for Financial Literacy is excited to announce the next installment of the Bogleheads Speaker Series! Saturday, April 10, 2020, 1 p.m. eastern time: Bill Bernstein in conversation with Bob Pisani Please register to see Dr.

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