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Index
Cover
Contents
Title
Copyright
Dedication
Acknowledgments
Foreword
Introduction
Part I: Essentials of Successful Investing
Chapter One: Choose a Sound Financial Lifestyle
What’s Your Financial Lifestyle?
Take These Steps Before you Start Investing
Chapter Two: Start Early and Invest Regularly
The Magic is in the Compounding
This Above All: Saving is the Key to Wealth
Finding The Money to Invest
Summary: The Most Important Things
Chapter Three: Know What You’re Buying: Part One
Stocks
Bonds
Chapter Four: Know What You’re Buying: Part Two
Mutual Funds
Mutual Fund Management Styles
Annuities
Exchange-Traded Funds
What We’ve Learned
Chapter Five: Preserve Your Buying Power with Inflation-Protected Bonds
I Bonds
Tips
Summary: I Bond Versus Tips
Chapter Six: How Much Do You Need to Save?
Putting What We’ve Learned to Work
Chapter Seven: Keep It Simple
How Investing is Different from Most of Life
Index Investing: it Pays to Be Lazy
Why Indexing is So Effective
How to Buy Index Funds
Bogleheads and Actively Managed Funds
Chapter Eight: Asset Allocation
The Efficient Market Theory (EMT)
Modern Portfolio Theory
Designing Our Personal Asset Allocation Plan
Portfolio Guidelines
Chapter Nine: Costs Matter
Fees Covered by The Prospectus
Fees Not Covered by The Prospectus
Adding it All Together
Taking Advantage of Lower Costs
Low Cost as a Predictor
Conclusion
Chapter Ten: Taxes: Part One
The Devastating Impact of Taxes
How Mutual Funds are Taxed
Turnover and Taxes
Investing in Taxable Accounts
Bonds in Your Taxable Account
Chapter Eleven: Taxes: Part Two
Use Tax-Sheltered Accounts
Placing Funds for Maximum After-Tax Return
Tax-Savvy Ideas
Chapter Twelve: Diversification
Chapter Thirteen: Performance Chasing and Market Timing Are Hazardous to Your Wealth
Past Performance Does Not Predict Future Performance
Market Timing
Financial Newsletters
Financial Shows On TV
Wall $Treet Week
Financial Magazines
The Bogleheads Contest
Predicting Interest Rates
Stay The Course
Chapter Fourteen: Savvy Ways to Invest for College
Methods of Saving for College
Summary of College Savings Plans
Chapter Fifteen: How to Manage a Windfall Successfully
Windfalls are About a Whole Lot More Than Money
Chapter Sixteen: Do You Need an Advisor?
The Alphabet Soup of Financial Designations
Part II: Follow-Through Strategies to Keep You on Target
Chapter Seventeen: Track Your Progress and Rebalance When Necessary
Principles of Rebalancing
Assessing a Portfolio
When Should I Rebalance?
Market Forces
How to Rebalance
Other Rebalancing Considerations
Chapter Eighteen: Tune Out the “Noise”
The Great Wall Street Marketing Machine
What The Investment Media Don’t Want You to Know
The Three Biggest Lies—Wall Street Version
Separating Soothsayers from The Truth Sayers
Chapter Nineteen: Mastering Your Investments Means Mastering Your Emotions
Welcome to the Field of Behavioral Economics
Greed and Fear
How Smart People Make Bad Investment Decisions
Keeping Emotions in Check
How To Escape the Emotional Traps
Chapter Twenty: Making Your Money Last Longer Than You Do
The Retiree’s Spending Dilemma
The Two Best Ways to Insure Income for Life
Three More Ways to Ensure Income for Life
A Prudent Plan for Tapping Your Portfolio
Chapter Twenty-One: Protect Your Assets by Being Well-Insured
Common Insurance Mistakes
Three Key Rules for Being Properly Insured
Life Insurance
Health Care
Long-Term Disability Coverage
Protecting Your Property
Long-Term Care
Locating Good Insurance Companies and Agents
Chapter Twenty-Two: Passing It On When You Pass On
Documents We’ll Need
Other Considerations
Gifting
Letter of Instruction
Disclaimer
Chapter Twenty-Three: You Can Do It
What We’ve Learned
Help From the Bogleheads
In Closing
Appendices
Appendix I: Glossary of Financial Terms
Appendix II: Books We Recommend
Appendix III: Financial Websites We Recommend
Appendix IV: Vanguard Asset Allocation Questionnaire and Pie Charts
About the Authors
Index
End User License Agreement
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