Dr. William (Bill) Bernstein is a medical doctor, author, investment adviser, and financial historian. His research is in the field of modern portfolio theory and economic history. Bill has published extensively on investing and finance. His first book, The Intelligent Asset Allocator,…

This information packed podcast with guest Christine Benz, CFP®, Morningstar’s Director of Personal Finance, covers a lot of important material. We discuss how 2018 tax reform impacts year-end tax planning, the double-whammy of taxes on mutual fund capital gain distributions in…

The Bogleheads are a global phenomenon that began over 20 years ago. It was created by individual investors to help other investors recognize that “costs matter.” I recently interviewed one of the founder fathers of the global movement, Mel Lindauer.…

This information packed podcast is with guest Mr. George Upham Sauter, fondly known as “Gus”, former Chief Investment Officer, Managing Director and Portfolio Manager of The Vanguard Group, Inc., the investment advisor of Vanguard Index Funds. Gus joined Vanguard Funds…

Larry Swedroe is a principal and Chief Research Officer of Buckingham Strategic Wealth, a 17 billion dollar wealth management company headquartered in St. Louis, MS. Since joining the firm in 1996, Larry Swedroe has spent his time, talent and energy educating…

John Bogle is our guest on Episode One, produced on September  14, 2018. This fascinating podcast covers 65 years of John C. Bogle’s life – from the early 1950s as a student at Princeton through September 2018.  John Bogle died…