Bogleheads University

The John C. Bogle Center for Financial Literacy had their first live conference in three years in Chicago, IL from October 12-14, 2022.  You can now view the Bogleheads University presentations below.

Principle 1 - Develop a Workable Plan

Jim Dahle explains that investing starts with a plan.

Principle 2 - Invest Early and Often

Christine Benz explains why it’s important to start investing early in your career.

Principle 3 - Never Bear Too Much or Too Little Risk

Allan Roth explains how to adjust your investment risk.

Principle 4 - Diversify

Christine Benz explains why you should diversify your investments across the entire market.

Principle 5 - Never Try to Time the Market

Rick Ferri explains why you should never try to buy or sell your investments due to changes in market activity.

Principle 6 - Use Index Funds When Possible

Rick Ferri explains why you should invest with index funds.

Principle 7 - Keep Costs Low

Allan Roth explains why you should keep costs low.

Principle 8 - Minimize Taxes

Mike Piper explains how to minimize taxes.

Principle 9 - Invest with Simplicity

Mike Piper explains that investing can be simple.

Principle 10 - Stay the Course

Jim Dahle explains why you should stick to your plan.

Q&A with the five faculty members

The five faculty members answer questions.


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.


Create 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.
  • Focus: Highlighting quantitative evidence-based research.
  • Simplicity: That investing can and should be simple.
  • Stewardship: Advocating for and supporting servant leadership dedicated to the benefit of investors.