Remembering John C. Bogle

The Bogle Archive

John C. (Jack) Bogle (1929 - 2019) was founder of the Vanguard Group and creator of the world's first retail index mutual fund. Over the years, he was named one of “the world’s 100 most powerful and influential people” by Time magazine, one of the investment industry's four "Giants of the 20th Century" by Fortune magazine and Forbes magazine said Bogle “has done more good for investors than any other financier of the past century.” He spent his career as a tireless advocate for the average investor. 

In his 2008 book, ‘Enough’, Bogle described what drove him to challenge the investment community: “Because what I’m battling for — building our nation’s financial system anew, in order to give our citizen/investors a fair shake — is right,” he wrote.

John Bogle was considered the “conscience of the industry”. He focused intense conviction, clarity, and commitment to his views and ideals on his quest to transform the financial industry for the good of the everyday investor. He was a prolific author of numerous books, journal articles and op-eds, delivered many speeches, and sat for a multitude of interviews, all touching upon topics about which he cared most deeply: Vanguard, indexing, corporate governance, and a fiduciary society.

Videos

Videos

Videos

Books

Stay the Course

JOHN WILEY & SONS, 2018

The Little Book of Common Sense Investing

John Wiley & Sons 2017

Bogle on Mutual Funds

JOHN WILEY & SONS, 2015

The Clash of the Cultures

John Wiley & Sons, 2012

Enough

John Wiley & Sons, 2010

Common Sense on Mutual Funds

John Wiley & Sons, 2010

Don’t Count on it

John Wiley & Sons, 2010

The Battle for the Soul of Capitalism

Yale University Press, 2005

Character Counts

McGraw-Hill, 2002

John Bogle on Investing: The First 50 Years

McGraw-Hill, 2000

Speeches And Publications

The tables below contain links to John Bogle‘s speeches, academic papers, op-eds and letters to the media.1

Speeches

Over his long professional life, John Bogle delivered many speeches to various audiences. The table below provides links to John Bogle's speeches, memos to Vanguard employees, testimony before congressional committees, and presentation slides accompanying addresses.

DateTitleDescription
December 7, 2017The Modern Corporation and the Public InterestPublic Company Accounting Oversight Board 2017 International Institute
November 14, 2017Acceptance Remarks2017 CME Group Melamed-Arditti Innovation Award
November 9, 2017“Puritan Boston and Quaker Philadelphia”Annual Meeting of the Society of Friends
October 24, 2017Surviving Defeat, Surviving VictoryFIASI Speaker Luncheon
September 24, 2017Numbers Games–Reflections on the Uses and Abuses of “Big Data”The Journal of Investment Management Annual Seminar
May 23, 2017Reflections on a Revolution70th CFA Institute Annual Conference
April 26, 2017The Road Less TraveledMorningstar Investment Conference
October 7, 2016Bogleheads 15 presentationBogleheads 15 Conference (slides)
July 9, 2016Saving a Company, Building a Colossus, Preserving a Culture: Reflections on the History of VanguardMarking the Completion of 65 Years in the Mutual Fund Industry
June 7, 2016Remarks on Receiving the 2016 Bob Edgar Public Service Achievement AwardPresented by Common Cause Pennsylvania
May 24, 2016Fiduciary Duty in an Age of ConsumerismSponsored by the Institute for the Fiduciary Standard
April 18, 2016David and Goliath: Who Wins the Quantitative Battle?Institute for Quantitative Finance
November 19, 2015“For Distinguished Service to Humanity”National Academy of Social Sciences
October 15, 2015Bogleheads 14Bogleheads 14 Conference
July 1, 2015The Annals of Vanguard—The Story of PRIMECAP FundHistory of Vanguard's PRIMECAP fund
June 4, 2015Putting Investors FirstCFA Society of Philadelphia
May 15, 2015Mutual Fund Industry Today - April 28, 2015 SlidesLecture at the Securities and Exchange Commission
April 28, 2015The Mutual Fund Industry Today: “Conflicts, Conflicts Everywhere”United States Securities and Exchange Commission
October 31, 2014Values, Ethics, and Structure in FinanceGeorgetown University School of Law
September 24, 2014Memo from John C. Bogle celebrating Vanguard’s 40th anniversary on September 24, 2014Memo
September 16, 2014TestimonyFinance Committee of the US Senate
April 28, 2014Financial Reform: Investment Standards and Ethical ValuesBryn Mawr Presbyterian Church
September 25, 2013Financial Management: Profession or Business?CFA Society of Philadelphia 70th Anniversary Gala
May 17, 2013Big Money in Boston–The Commercialization of the ‘Mutual’ Fund IndustryBoston Security Analysts Society
February 21, 2013The U.S. Financial System: Look Out! Change Is Coming.G.S. Beckwith Gilbert Lecture, Princeton University
November 13, 2012In The Fund Industry, Mutuality and Indexing Rule the SeasNational Rural Utilities Cooperative Finance Corporation
November 10, 2012The (Non) Lessons of History–And the (Real) Lessons of Return Sources and CostsThe American Philosophical Society
November 8, 2012The Age of Fiduciary Duty has ArrivedThe National Association of Personal Financial Advisers
October 10, 2012A Life, A Career, and a Mission to Build A Better Financial World for InvestorsMerion Cricket Club
June 13, 2012Thinking About What Lies Ahead for InvestorsCFA Society of Washington
May 17, 2012Straight From The Heart: Efficiency and Humanity, in Medicine and FinanceInaugural Presentation of the Bernard Lown Humanitarian Award
March 21, 2012Written Testimony on the Concept Release on Auditor Independence and Audit Firm RotationPCAOB Public Hearing
January 31, 2012John C. Bogle Legacy Forum Opening RemarksMuseum of American Finance
October 11, 2011Bogleheads X PresentationBogleheads 10 Conference (slides)
September 12, 2011The Lessons of History – Endowment and Foundation Investing TodayThe NMS Investment Management Forum
May 11, 2011Helping OthersOn Receiving the “Others” Award from the Salvation Army
April 13, 2011At the SummitTiburon Summit XX
November 11, 2010Ethical Principles and Ethical PrincipalsThe Johnson School at Cornell University
November 3, 2010America’s Financial System – Powerful but FlawedThe Phi Beta Kappa National Lecture Series, Temple University
October 26, 2010Uneasy Lies the Head that Wears the CrownThe First FUSE Research Network Award for Lifetime Impact and Commitment to Investors
October 7, 2010How Calvin Coolidge Could Guide Us Now50th Anniversary Symposium of the Calvin Coolidge Memorial Foundation
May 23, 2010The Fifth “Never”Trinity College Commencement
May 20, 2010Community and Caring, Courage and CharacterBlair Academy Commencement
June 11, 2009Economic Markets and Public PurposeThe Reinvestment Fund’s 24th Annual Celebration
May 28, 2009When a Man Comes to HimselfWilliamson Free School of Mechanical Trades
May 13, 2009The Culture That Gave Rise To The Current Financial CrisisSeventh Annual John M. Templeton, Jr., Lecture on Economic Liberties and the Constitution, National Constitution Center
April 30, 2009Aspiring to Build a Better Financial World2009 Jake McCandless ’51 Princeton Varsity Club Speaker Series
April 1, 2009The Fiduciary Principle: “No Man Can Serve Two Masters”Columbia University School of Business
March 30, 2009If You Can Trust Yourself…Roxbury Latin School
March 13, 2009Building a Fiduciary SocietyIA Compliance Summit
February 24, 2009"Strengthening Worker Retirement Security"Committee on Education and Labor, U.S. House of Representatives
February 12, 2009Fixing a Broken Financial SystemStradley, Ronan, Stevens & Young Assembly, Philadelphia, PA
December 16, 2008A Community of CharacterOn Receiving the 2008 Bonnell Award from the Community College of Philadelphia
October 14, 2008Economics, Politics, and the Financial MarketsBlair Academy Reception
September 13, 2008A Tribute to Bernard Lown, M.D.Boston, MA
June 2, 2008The Coming Market Environment and Implications for Financial InnovationFinancial Planning Association Retreat
April 10, 2008The New Global EconomyCombined Columbia University / MIT Association
February 25, 2008Business and Its PublicsNew York University Stern School of Business
February 19, 2008A New Order of Things–Bringing Mutuality to the “Mutual” FundGeorge Washington University Law School
January 28, 2008Investing in Times of Market TurbulenceThe Princeton Club of New York
December 13, 2007Why Do I Bother to Battle?Yale CEO Leadership Summit
November 30, 2007When Does Innovation Go Too Far? Philadelphia Federal Reserve Policy ForumPhiladelphia Federal Reserve Policy Forum
November 14, 2007The U.S. Financial Sector and the Relentless Rules of Humble ArithmeticNew York University Stern School of Business
November 7, 2007Building a Better Financial SystemGiven to “The Old Guard” at Princeton University
October 30, 2007Reflections on Finance and EducationNational Council on Economic Education
October 15, 2007“High Standards of Commercial Honor . . . Just and Equitable Principles of Trade . . . Fair Dealing with Investors”Financial Industry Regulatory Authority
October 11, 2007Black Monday and Black SwansRisk Management Association
June 12, 2007“A Question So Important that It Should Be Hard to Think about Anything Else”60th Anniversary of CFA Institute
May 18, 2007“Enough”Georgetown University Commencement
May 1, 2007The Role of the Fiduciary in Risky Financial MarketsThe Philadelphia Estate Planning Council
April 17, 2007Salesmanship vs. Stewardship–Bond Mutual Funds Gone AwryThe Fixed Income Analysts Society
April 10, 2007“Leaving the Things that You Touch Better than You Found Them”The Union League of Philadelphia
March 23, 2007Reflections on Markets, Ethics, and CareersNew York University Stern School of Business
March 15, 2007Vanishing Treasures–Business Values and Investment Values Speech at Princeton University [note 2]Princeton University
February 27, 2007“Vanguard: Saga of Heroes”[note 3]Speech at Pepperdine University
February 26, 2007Looking At Investing From A New Perspective, A Half Century OldCFA Society of Los Angeles
February 20, 2007Designing a New Mutual Fund Industry[note 4]NICSA’s 25th Anniversary Conference
November 20, 2006The Joy of Writing–Books, Ideas, Advocacy, and IdealismThe Free Library of Philadelphia
November 16, 2006Reflections on the Importance of History–Milestones, Men, and a Moral SocietyThe Presbyterian Historical Society
November 1, 2006Ethical Principles and Ethical PrincipalsThe “Changing the Game” Forum
October 27, 2006A Tale of Two MarketsThe 17th Annual Conference on Financial Reporting
October 26, 2006What’s Happened to the Mutual Fund Industry?The CFA Society of San Francisco
October 23, 2006The Battle for the Soul of CapitalismImmaculata University
July 5, 2006Reflections on My 55th Anniversary at VanguardMemo
June 7, 2006Long Horizon Investing and Corporate GovernanceInternational Centre for Pension Management (slides only)
May 15, 2006What’s Ahead for Stocks and Bonds – And How to Earn Your Fair ShareThe Money Show
May 15, 2006SlidesThe Money Show
April 6, 2006Investment Wisdom and Human Values [note 5]The United States Military Academy, West Point, NY
March 14, 2006The Battle for the Soul of Capitalism Remarks at the Aspen BookAspen Book Series
March 14, 2006Randall Rothenberg’s Response to Mr. Bogle’s Remarks at the Aspen Book SeriesAspen Book Series
February 24, 2006Mutual Funds: How a Profession with Elements of a Business Became a Business with Elements of a Profession[note 6]Boston Security Analysts Society
February 8, 2006“The Battle for the Soul of Capitalism”University of Virginia Miller Center of Public Affairs
January 25, 2006Capitalism, Entrepreneurship, and Investing – The 18th Century vs. the 21st CenturyGreater Philadelphia Venture Group
December 7, 2005The Chief CornerstoneThe Superbowl of Indexing
October 15, 2005The Uncanny Ability to Recognize the Obvious2005 Outstanding Financial Executive Award Financial Management Associates International
May 24, 2005In Troubled Times… The Arithmetic of Mutual Fund Investing is More Important Than EverAmerican Association of Individual Investors – Philadelphia Chapter
April 11, 2005The Ownership of Corporate America – Rights and Responsibilities20th Anniversary Meeting of the Council of Institutional Investors
March 10, 2005Corporate Governance: What’s Next?The Foley and Lardner National Directors Institute
February 2, 2005In Investing, You Get What You Don’t Pay ForThe World Money Show
December 2, 2004This Above All: To Thine Own Self Be TrueEpiscopal Academy
October 26, 2004Character Counts In Business, In Markets, And In Each FirmProperty Casualty Insurers Association of America
October 12, 2004Time for Growth – Strengthening Trust and Confidence in Financial ServicesSIBOS Atlanta
September 30, 2004CONVERGENCE!The Art of Indexing Conference
June 9, 2004We the PeopleCentennial Celebration of The Committee of Seventy
May 28, 2004Vanguard – Child of PrincetonThe Princeton Entrepreneurs’ Network National Conference
May 15, 2004The Right Kind of SuccessPennsylvania State University
May 12, 2004Marketing and Fiduciary Duty – Strange Bedfellows?The First Lifetime Achievement Award of Marketing Expo
May 10, 2004Creating Sound Governance: The Shareholder’s Perspective2004 AIMR Conference
April 13, 2004As The Index Fund Moves From Heresy to Dogma…. What More Do We Need To KnowThe Gary M. Brinson Distinguished Lecture Washington State University
March 10, 2004Tis Not Too Late to Seek a Newer WorldInstitutional Investor 11th Annual Mutual Fund Industry Awards
February 26, 2004It’s High Time We Return Capitalism to its Owners2004 Institutional Shareholder Services Annual Conference
January 27, 2004Senate TestimonyGovernmental Affairs Subcommittee on Financial Management, the Budget, and International Security
January 21, 2004Re-Mutualizing the Mutual Fund Industry – The Alpha and the OmegaBoston College Law School
January 5, 2004Has Your Fund Manager Betrayed Your Trust? Consider the Stewardship QuotientThe American Institute of Certified Public Accountants Personal Financial Planning Conference
January 1, 2004Reflections on Wellington Fund’s 75th BirthdayReflections on Wellington Fund’s 75th Birthday
November 21, 2003Corporate Governance and Mutual Fund Governance – Reflections at a Time of CrisisNew York Society of Securities Analysts
November 11, 2003A New Era for Corporate America, for Mutual Funds, and for InvestorsVanderbilt University Owen School of Management
November 3, 2003Senate TestimonyGovernmental Affairs Subcommittee on Financial Management, the Budget, and International Security
October 27, 2003It’s An Ill Wind That Blows No GoodSociety of American Business Editors and Writers
October 1, 2003Somebody’s Gotta Keep An Eye On These Geniuses – What We Must Do To Restore Owners CapitalismDirectors Summit of the State of Wisconsin Investment Board
September 16, 2003Restoring Trust: Financial Services in the New EraSunGard World 2003
July 4, 2003The Constitution: “For Ourselves and our Posterity”Dedication of the National Constitution Center
June 14, 2003Chasing the RabbitDrexel University
June 11, 2003Owners Capitalism vs. Managers Capitalism2003 National Investor Relations Institute Conference
June 7, 2003One Equal Temper of Heroic HeartsThe Cardiovascular Institute of Philadelphia
June 5, 2003The Policy Portfolio in an Era of Subdued ReturnsThe Investment Analysts Society of Chicago
June 1, 2003Choosing The Right PathThe United Methodist Church at Swarthmore
May 19, 2003Entrepreneurship–What’s It Really About?National Foundation for Teaching Entrepreneurship
April 23, 2003What I’ve Learned in A Half Century In Business – Twelve Rules For Building A Great Work ForceSociety of Human Resource Management
March 12, 2003House of Representatives TestimonySubcommittee on Capital Markets, Insurance and Government Sponsored Enterprises
February 24, 2003What Went Wrong in Corporate America?Community Forum Distinguished Speaker Series Bryn Mawr Presbyterian Church
January 14, 2003The Mutual Fund Industry in 2003: Back to the FutureBoston Security Analysts Society
January 14, 2003Business Leadership and MoralityThe Yale School of Leadership Summit
November 22, 2002Three Lucky Breaks–Three Exciting CareersUnion League of Philadelphia
October 31, 2002The Investment Dilemma of the Philanthropic InvestorThe Philanthropy Roundtable
October 22, 2002After the Fall: What Lies Ahead for Capitalism and the Financial Markets?The University of Missouri
October 18, 2002Don’t Count on It! The Perils of NumeracyThe “Landmines in Finance” Forum The Center for Economic Policy Studies, Princeton University
October 14, 2002Memorandum to: Financial Intermediaries RE: How We Can Profit From The Experience of Corporate AmericaBusiness Solutions 2002 – American Life Insurance Council
June 26, 2002The Telltale ChartMorningstar Investment Forum
June 12, 2002Honoring Adam SmithEconomics Pennsylvania
June 12, 2002Rebuilding Faith: Wealth Management in the New Era“Changing the Game” Thought-Leadership Forum
April 29, 2002A Lot Can Happen in 25 YearsAssociation of Investment Management Sales Executives
April 25, 2002“The End of Mutual Fund Dominance”Financial Planning Association 2002 Forum
April 18, 2002A Nation Challenged…And Not Only From AbroadThe Executive Forum – Philadelphia Academies
April 10, 2002Leadership: Creating a Firm With CharacterSamuel Curtis Johnson Graduate School of Management Cornell University
April 2, 2002Entrepreneurship and Economic ProgressThe Hollerith Lecture Series at Blair Academy
February 14, 2002Just When We Need It Most… Is Corporate Governance Letting Us Down?New York Society of Security Analysts
January 17, 2002“Energy and Persistence Conquer All Things”: Applying Benjamin Franklin’s Entrepreneurship in the 21st CenturyOn Receiving the Benjamin Franklin Founders Award
December 5, 2001The Wisdom of Investment–The Folly of SpeculationThe Sixth Superbowl of Indexing
November 15, 2001Three Odysseys–The Long Adventurous Journeys of the Stock Market, the Mutual Fund Industry, and VanguardThe Wisemen
October 22, 2001The Marriage of Information Technology and Investing: For Richer or Poorer?Society for Information Management
October 21, 2001Three Challenges of Investing: Active Management, Market Efficiency, and Selecting ManagersAXA Rosenberg Group Client Conference
October 2, 2001What Will Survive Of Us Is LoveUnited Way Community
June 13, 2001One in MissionOn Receiving the 2001 “Giving Forward” Award
June 11, 2001Reinventing Mutual FundsForrester Finance Forum
May 29, 2001At the 50-Year Mark — Looking Back, Looking AheadAt the 50-Year Mark — Looking Back, Looking Ahead
May 13, 2001When Commitment Leads, Providence FollowsSusquehanna University
April 27, 2001The Twelve Pillars of Wisdom: Lessons We Should Have Learned before the Bear Market Arrived, but Are Only Learning NowThe Arizona Republic Investment Strategies Forum
April 16, 2001A Tale of Two MarketsTrinity University
March 21, 2001After the Fall: What’s Next for the Stock Market and the Mutual Fund Industry?National Press Club
February 15, 2001The Stock Market Universe – Stars, Comets, and the SunFinancial Analysts of Philadelphia
January 11, 2001“The Case of the Dog that Didn’t Bark”Mutual Fund Directors Education Council
December 15, 2000Wisdom, Insight, and the Qualities of a Model InstitutionCommencement Exercises of Eastern College
December 4, 2000What Can Active Managers Learn From Index Funds?Bullseye 2000 Conference
October 26, 2000Success In Investment Management: What Can We Learn From Indexing?Investment Analysts Society of Chicago
October 19, 2000The Vanguard Story: “Luck, Leadership and Strategy”NYU Henry Kaufman Distinguished Visiting Professor of Business
October 16, 2000Public Accounting: Profession or Business?NYU Seymour Jones Distinguished Lecture
October 12, 2000The Financial Markets and the Mutual Industry- What the Past Half-Century Can Tell Us About the FutureThe Town Hall of Cleveland
September 18, 2000Tis The Gift To Be SimplePennsylvania Chamber of Business and Industry
September 17, 2000Introduction of the President of the United StatesNational Constitution Center Groundbreaking Ceremony
June 15, 2000Bread and CircusesWorld Affairs Council of Greater Valley Forge
June 11, 2000Business as a CallingUniversity of Rochester William E. Simon Graduate School of Business
May 20, 2000Remarks at Vanguard’s 25th Anniversary DinnerRemarks at Vanguard’s 25th Anniversary Dinner
May 15, 2000Mutual Funds at the Millennium: Fund Directors and Fund MythsThe ’40 Act Institute of the PLI
May 5, 2000A Businessman-Philosopher Considers the New MillenniumAlumni Association of the Shipley School
April 6, 2000Risk and Risk Control in an Era of ConfidenceNew England Pension Consultants’ Client Group
March 18, 2000The Dream of a Perfect PlanThe Investment Forum and Expo
March 9, 2000The Power of Words, Ideas, Ideals, and BooksThe Free Library of Philadelphia
February 2, 2000Technology: Follower or Leader? Bane or Blessing?Society for Information Management
December 7, 1999Human Beings: Essential Link in the Service-Profit Chain: A Vanguard PerspectiveHarvard Business School
November 10, 1999Giving The Bond Fund Investor a Fair ShakeInduction into the Fixed Income Analysts Society Hall of Fame
October 16, 1999The Dream of a Perfect PlanMoney Matters
October 5, 1999The Economics of the Mutual Fund Industry: For Fund Investors… For Fund ManagersAlbright College
September 30, 1999The Lengthened Shadow, Economics, and IdealismBefore Princeton University’s Annual “Wilson and Princeton” Dinner
June 17, 1999Adam Smith, the Invisible Hand, and the Mutual Fund IndustryThe Adam Smith Distinguished Leadership Award The Pennsylvania Partnership for Economic Education
June 4, 1999“Gentlemen … To Save Our Business from Ruin, We Must Reduce Expenses”National Association of Personal Financial Advisors
May 6, 1999The Fox, The Hedgehog, and The CaveRemarks on Receiving NICSA’s Robert L. Gould Award
May 3, 1999Globalisation of Mutual Funds: Perspective, Prospects, and TrustInternational Bar Association Seminar
March 10, 1999And What Role Does the Law Play?New York University Center of Law and Business
February 20, 1999Changing the Mutual Fund Industry: The Hedgehog and the FoxRemarks by John C. Bogle on receiving the Woodrow Wilson Award for representing “Princeton in the Nation’s service”
January 30, 1999Investing with SimplicityThe Washington Post Personal Finance Conference
November 17, 1998"Acres of Diamonds”Temple University
October 26, 1998Creating Shareholder Value: BY Mutual Funds or FOR Mutual Fund Shareholders?Annual Conference of the Investor Responsibility Research Center
May 21, 1998The Four Dimensions of Investment ReturnInstitute for Private Investors
March 29, 1998The Search for the Holy GrailThe Institute for Quantitative Research in Finance
March 18, 1998Bond Funds: Treadmill to Oblivion?Fixed Income Analysts Society
February 24, 1998Honoring Our $4 Trillion Trust: Mutual Funds in the 21st CenturyNICSA’s 1998 Conference
January 29, 1998Reversion to the Mean: Sir Isaac Newton’s Revenge on Wall StreetMIT Lincoln Laboratory Distinguished Lecture Series
December 16, 1997Happiness or Misery? Investment Performance in an Age of “Investment Relativism”Washington, D.C. Society of Analysts
November 12, 1997Mutual Funds: Parallaxes and TaxesThe Association for Investment Management and Research
October 3, 1997Nothing Fails Like SuccessThe Contrary Opinion Forum
September 25, 1997Mutual Funds: Parallaxes and TaxesWealth Management Group, Northern Trust Bank
September 16, 1997Reflections on the Spirit of EntrepreneurshipGreater Philadelphia Venture Group
September 4, 1997Mutual Funds and Life Insurance: Contrasts and ParallelsThe American Council of Life Insurance
July 20, 1997The Riddle of Performance Attribution — Who’s in Charge Here: Asset Allocation or Cost?AIMR Financial Analysts Seminar at Northwestern University
July 17, 1997The Investment Outlook and Strategies in Our Global WorldThe Union League of Philadelphia
June 13, 1997The Implications of Style Analysis on Mutual Fund Performance EvaluationMorningstar Investment Conference
May 17, 1997On LeadershipAddress at the 176th Commencement of Widener University
April 3, 1997To What Avail? Computer Technology and Mutual FundsGrant’s Spring Investment Conference
January 1, 1997The First Index Mutual FundThe First Index Mutual Fund
May 8, 1996Be Not The First… Nor Yet The Last1996 AIMR Annual Conference
February 16, 1987Mutual Funds in 1987: A $700 Billion TrustNICSA’s 25th Annual Conference
May 6, 1984Statistics and SuicideThe Institute of Quantitative Research in Finance
January 1, 1981The Professor, The Student, and the Index FundMemo
January 1, 19781978 Wellington Fund MemoClash of Cultures
March 10, 1977Marketing Mutual Fund Shares in the 1980’sNICSA’s 1977 Conference
January 1, 19721972 Wellington Fund MemoClash of Cultures
January 1, 1964Main Street Comes to Wall Street, by Walter L. MorganClash of Cultures

Academic Papers and Articles

The following table provides access to John Bogle's scholarly publications in financial journals.

DateTitleDescription
Winter 2008A Question So Important That it Should Be Hard to Think About Anything ElseThe Journal of Portfolio Management (via Bogle eBlog)
Spring 2011The Clash of the CulturesThe Journal of Portfolio Management (via Bogle eBlog)
Jan/Feb 2014The Arithmetic of "All-in" Investment ExpensesThe Financial Analysts Journal (via Bogle eBlog)
Fall 2008Bringing Mutuality to Mutual FundsSSRN
Dec 01, 2005The Executive Compensation System is BrokenSSRN
Oct 15, 2005The Uncanny Ability to Recognize the ObviousSSRN
January 1, 2005The Mutual Fund Industry Sixty Years Later: For Better or Worse?Essay for the 60th Anniversary of the Financial Analysts Journal
Feb 18, 2003Don't Count on it: The Perils of NumeracySSRN
January 1, 2002An Index Fund Fundamentalist Goes Back to the Drawing BoardWashburn University
2009Markets in CrisisThe Financial Analysts Journal (via Bogle eBlog)
2009The Fiduciary Principle: No Man Can Serve Two MastersThe Journal of Portfolio Management (via Bogle eBlog)
2009The End of Soft Dollars?The Financial Analysts Journal (via Bogle eBlog)
2008Black Monday and Black SwansThe Financial Analysts Journal(via Bogle eBlog)
2005The Relentless Rules of Humble ArithmeticThe Financial Analysts Journal (via Bogle eBlog)
2005The Mutual Fund Industry 60 Years Later: Better or Worse?The Financial Analysts Journal (via Bogle eBlog)

Seven John Bogle scholarly articles are only available with registration, or by purchase:

DateTitleDescription
2016Journal of Portfolio ManagementJournal of Portfolio Management
2016Financial Analysts JournalFinancial Analysts Journal
2016Journal of Portfolio ManagementJournal of Portfolio Management
2015Journal of Portfolio ManagementJournal of Portfolio Management
2014Journal of Portfolio ManagementJournal of Portfolio Management
2014Journal of Portfolio ManagementJournal of Portfolio Management
2013Journal of Portfolio ManagementJournal of Portfolio Management

Op-Eds

The table below provides accessible links to John Bogle's editorials and letters to the press.

DateTitleDescription
May 19, 2014Letter to EditorEconomist
Jun 06, 2013Letter to EditorWall Street Journal
Aug 27, 2010On Mutual Funds, Cheaper is BetterWall Street Journal
May 18, 2009A Crisis of Ethic ProportionsWall Street Journal
Mar 06, 2007Letter to EditorWall Street Journal
Feb 27, 2007Vanguard: Saga of HerosPepperdine University
Feb 08, 2007Value StrategiesWall Street Journal
Nov 28, 2006Letter to EditorWall Street Journal
Jun 27, 2006Turn on a Paradigm?Wall Street Journal
Apr 12, 2006Mutual Funds and TaxesWall Street Journal
Apr 06, 2006Executive Compensation and Related Party DisclosureSEC
Jan 27, 2006Don't Look for Me at Davos . . .Wall Street Journal
Oct 03, 2005The Amazing Disappearance of the Individual StockholderWall Street Journal
Nov 18, 2004The Spitzer EffectWall Street Journal
Jul 08, 2004Fair Shake or Shakedown?Wall Street Journal
Nov 14, 2003Not-So Mutual FundsWall Street Journal
Sep 19, 2003Specialist ManWall Street Journal
Jul 08, 2003The Emperor's New Mutual FundsWall Street Journal
Nov 21, 2002Remaking the Market: Reality BitesWall Street Journal
Jun 20, 2000How Mutual Funds Lost Their WayWall Street Journal
Aug 23, 1999The Wall Street CasinoNew York Times
References
  1. Academic scholars and professional biographers can access a comprehensive record of original paper documents at the Princeton University Library. [↩]