Bogleheads University

Bogleheads University is a collection of presentations illustrating Bogleheads Principles of Investing which provide a framework for understanding the basics, in addition to coverage of more advanced topics such as Social Security, retirement tax planning and real estate and factor investing.

  • 2023 - Bogleheads 101: Basics

  • 2023 - Bogleheads 501: Advanced

  • 2022 - 10 Core Principles

5 Steps to Take Before You Begin Investing with Christine Benz


Christine Benz discusses how to set savings goals, manage human capital, establish an emergency fund, determine whether to pay down debt or invest, and create a budget. 

The Basics of Investing with Allan Roth


Allan Roth covers key investing concepts, including the relationship between risk and return, the benefits of diversification, active versus passive management, and the pitfalls of market-timing. 

Investment Selection with Rick Ferri


Rick Ferri provides an overview of key investment types and discusses the virtues of using index funds for the core of a portfolio. He also shares the Bogleheads' investing philosophy. 

Introduction to Roth IRA, 401(k), and Other Retirement Accounts with Mike Piper


Mike Piper provides a basic introduction to the rules regarding the most common types of tax-advantaged accounts, such as Roth IRA, traditional IRA, 401(k), HSA, etc.

Setting Your Asset Allocation


Christine Benz discusses the two key factors to bear in mind when setting an asset allocation: risk capacity and risk tolerance. She also shares some case studies of appropriate asset allocations for retirement and non-retirement goals. 

Examples of Asset Allocations: Reasonable and Unreasonable


Jim Dahle shares the characteristics of "reasonable" portfolios, as well as specific examples of reasonable and unreasonable portfolios. 

Minimizing Taxes on Your Investments with Mike Piper


Mike Piper discusses the three most important things you can do to minimize the taxes that you pay on your investment returns.

Investing Basics Q&A


In a session led by Karen Damato, Christine Benz, Mike Piper, and Allan Roth field questions on asset allocation, investment selection, and tax considerations.

ORGANIZATION, MISSION, VISION, VALUES

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.

Mission

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

Vision

Create a world of well-informed, capable, and empowered investors.

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.
  • 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.