Bogleheads XV
Mike - Oct 07, 2016

The Bogleheads held their fifteenth annual celebration of Vanguard’s investment principles on September 28-30. Some 250 of Vanguard’s most loyal and enthusiastic clients heard impressive presentations from the likes of Gus Sauter, Bill Bernstein, Chris McIsaac, Greg Davis, Joe Brennan, John Ameriks, Maria Bruno, and Joel Dickson. My own three parts of the program consumed a total of about 6 hours over the course of two days! My remarks included some 56 slides. If you’re interested, you can find the slides on my website. Here is some of the media coverage of the 2016 Bogleheads conference.

“Meet the Ordinary People Vanguard’s Jack Bogle Made Rich”; “Jack Bogle on the Retirement Crisis, Wells Fargo’s Crackup, and ‘Hamilton’”; “The Case Against ETFs”; and “What Will the Market Bring in 2017? Vanguard’s Best Guesses,” The Street. Nora Morrison from Jim Cramer’s The Street website wrote four articles summarizing my comments as well as those from some of the other speakers at the conference.

Jack Bogle Sounds Off: 10 Provocative New Pronouncements from the Legendary Founder of Vanguard,” and “A Retirement Crisis? There Are Actually Three, Says Vanguard Founder Jack Bogle,” Money. Karen Damato, formerly of the Wall Street Journal, was in attendance and wrote these summaries of my comments at the conference. (NOTE: The term “financial buccaneers” applied not to ETFs as a group, but to those “fringe ETFs” that are designed for speculators.)

What Bogle’s 10-Year Stock Forecast Means for Muni Bond Holders,” Financial Planning. Financial advisor and author Allan Roth, who was also one of the speakers at the conference, wrote this piece about the potential impact lower future returns could have on the municipal bond market.




Bogleheads XIV!
Mike - Oct 20, 2015

Jack’s memo on

To my wonderful Bogleheads,

Our fourteenth annual gathering was truly heartwarming and informative–a triumph that gave me much joy and inspiration. Thank you all for coming, for being so attentive, for taking such good care of each other, for enjoying those two days of intensive contemplation, and–of course–for that magnificent walking stick, an echo of Ben Franklin, the consummate entrepreneur and citizen of Philadelphia and the United States of America.

I’ve reviewed my 55-slide (ouch!) presentation, and am posting it on my e-blog––momentarily. While it’s essentially unchanged from what you saw at our meeting, I did change the order in a few spots, and revised several numbers to conform with other things that I’ve written (notably the expected returns presented on slides #47 and #50. In the interests of continuity and clarity, I’ve also added tag lines at the base of each slide to set what’s coming up next.

Enjoy seeing this presentation again! And enjoy with me another few moments of the memories of the bright sun in which we basked together–intellectually, jointly, and in yet another Philadelphia autumn.

Looking forward, eagerly and hopefully, to Bogleheads XV. Best, always,


John Bogle’s Presentation at Bogleheads XIV

The Future of Investing
Mike - Jul 09, 2014

Jack was featured in The Wall Street Journal’s “The Future of Everything” special report celebrating the Journal’s 125th anniversary.

John C. Bogle on the Future of Investing

Bogle at the 2014 Reuters Wealth Management Summit
Mike - Jun 25, 2014

John Bogle speaks at the 2014 Reuters Wealth Management Summit.

Bogle on CNBC–Cash on the Sidelines???
Mike - Jun 11, 2014

Bogle on CNBC
Mike - Apr 29, 2014

Bogle on Bloomberg TV
Mike - Nov 12, 2013

Bogle on CNBC
Mike - Oct 30, 2013

Morningstar Interview at 2013 Bogleheads Conference
Mike - Oct 24, 2013

Bogle’s Expectations for Stocks and Bonds

Be Sensible About Rebalancing

Indexing Always Pays Off

Bogle on CNBC
Mike - Sep 13, 2013