Protect Your Credit | Protect Your Login Info | Invest for Retirement | Investment Resources
I am in no way a financial advisor. However, I have assembled many resources based on items mentioned in the Boglehead’s Guide to Investing (2e) book below.
FIRST, go here to see my Retirement Investing checklist of things you need to do before you even start reading!
THEN, come back here and check out these additional resources below.
Bogleheads-recommended Websites
A list of websites recommended by The Bogleheads’ Guide to Investing by Mel Lindauer, Taylor Larimore, Mel Lindauer (In Alphabetical Order)
- http://www.altruistfa.com/readingroom.htm . The Reading Room of Boglehead contributor Eric Haas is a great place to learn about investing.
- http://crr.bc.edu . The Center for Retirement Research at Boston College is an excellent source of research and articles about retirement issues.
- http://www.bloomberg.com. Financial news and information, including current bond prices and yields, can be found at Bloomberg.
- http://www.bogleheads.org. Volunteers Alex Frakt and Larry Auton have made their website the gateway to the finest investment forum on the Internet—the Bogleheads forum. It’s our homepage. You might want to make it yours.
- http://www.bylo.org. Boglehead Bylo Selhi operates a Canadian website filled with insightful mutual fund information useful to everyone.
- http://www.choosetosave.org. Have trouble saving? Need a financial calculator? This is the place to go.
- http://www.coffeehouseinvestor.com. Hosted by Boglehead author Bill Schultheis, this is a good resource for solid information.
- http://www.efficientfrontier.com. Boglehead author Bill Bernstein runs this great website. Be sure to browse back issues of Efficient Frontier.
- http://www.thefinanceprofessor.com. Jim Mahaer, assistant professor of finance at St. Bonaventure University, created this site to blend the academic world of finance with the real world.
- http://www.financialpage.blogspot.com. This is the website of Boglehead Barry Barnitz, who maintains this outstanding source for current research articles useful to Boglehead investors, including articles and studies on indexing, Vanguard funds, asset allocation, and similar subjects. Extensive archive.
- http://www.firecalc.com. A detailed online calculator for determining satisfactory portfolio withdrawal rates in retirement.
- http://www.investorsolutions.com/?submit=Go&s=Books. Boglehead Frank Armstrong has an excellent online book, Investment Strategies for the 21st Century.
- http://www.jasonzweig.com. One of the best financial columnists and authors in the business, Jason Zweig has created a site for investors who want to learn to think for themselves.
- http://www.jonathanclements.com. Jonathan Clements is considered by many to be the best financial newspaper columnist in the business. This fine website, which opened in 2007, contains easy-to-understand and practical information for investors.
- http://www.moneychimp.com. Everything about money; articles, calculators, and much more.
- http://www.morningstar.com. Without question, the best source of general information about mutual funds. Also the home of the Bogleheads Unite Forum, where the Bogleheads hang out.
- http://www.norstad.org/finance. This is the repository of Boglehead John Norstad’s many articles. Mel Lindauer and Taylor Larimore contributed to his article, “Investing in Total Markets,” which explains the sophisticated theory of Total Market Index funds.
- http://www.portfoliosolutions.com. This is the homepage of Boglehead author Richard Ferri, CFA. Use the “Research” tab to read Rick’s papers and published articles. The “Books” tab will bring you to his excellent (free) Internet book, Serious Money.
- http://www.research-finance.com. John P. Scordo maintains this website to bring together a collection of the best academic and financial articles to be found on the Internet.
- http://www.retireearlyhomepage.com. If you dream about retiring early and want to know how to do it, this is the site. The host, John P. Greaney, retired at age 38 and hasn’t looked back.
- http://www.rickferri.com. This is the homepage of Boglehead author and forum contributor, Richard Ferri, CFA. You’ll find lots of good information here.
- http://www.vanguard.com/bogle_site/bogle_home.html. For a great learning experience, browse the archives, where you’ll find Mr. Bogle’s many speeches.
BOOKS
A list of books for more insight as provided by The Bogleheads’ Guide to Investing by Mel Lindauer, Taylor Larimore, Mel Lindauer:
BOOKS FOR NOVICE INVESTORS
- The Coffeehouse Investor by Bill Shultheis (Kirkland, WA: Palouse Press, 2005).
- The Informed Investor by Frank Armstrong III (New York: American Management Association, 2003). An easy-to-understand explanation of how the market works.
- The Little Book of Common Sense Investing by John C. Bogle (Hoboken, NJ: Wiley, 2007).
- The Millionaire in You by Michael LeBoeuf (New York: Crown Business, 2002).
- Protecting Your Wealth in Good Times and Bad by Richard A. Ferri, CFA (New York: McGraw-Hill, 2003).
- Straight Talk on Investing by Jack Brennan, Vanguard’s former CEO (New York: Wiley, 2004).
- You’ve Lost It, Now What? by Jonathan Clements (New York: Portfolio, 2003).
BOOKS FOR INTERMEDIATE INVESTORS
- Bogle on Mutual Funds: New Perspectives for the Intelligent Investor by Vanguard founder John Bogle (New York: McGraw-Hill, 1993).
- Common Sense on Mutual Funds by John Bogle (New York: Wiley, 1999;2009).
- The Four Pillars of Investing by Bill Bernstein (New York: McGraw-Hill, 2002).
- The Only Guide to a Winning Investment Strategy You’ll Ever Need by Larry Swedroe (New York: St. Martin’s Press, 2005).
- A Random Walk Down Wall Street by Burton G. Malkiel (New York: Norton, 2003;2016).
BOOKS FOR THOSE WHO WANT TO LEARN MORE
- All About Asset Allocation, Second Edition by Roger C. Gibson (New York: McGraw-Hill, 2000).
- Capital Ideas by Peter L. Bernstein (Hoboken, NJ: Wiley, 2005).
- The Intelligent Investor by Benjamin Graham, with Jason Zweig commentary (Revised. New York: HarperCollins, 2006).
- The Only Guide to a Winning Bond Strategy by Larry Swedroe.
- Boggleheads.org recommended reading list
- List of more recommended books (Updated periodically): https://www.bogleheads.org/wiki/Books:_recommendations_and_reviews
Other Finance-related Websites
These are not necessairly recommended by Bogleheads but may provide some usefulness in financial planning:
- Center for Retirement Research – at Boston College
- IRAhelp.com – by Ed Slott, named “The Best” source for IRA advice by the Wall Street Journal.
- AnnualCreditReport.com – obtain one free credit report per year from each of the three credit bureaus.
- Clark.com – Clark Howard’s site
- Vanguard.com – Vanguard investor homepage
- CreditKarma.com – Monitor your credit score for free
- YNAB.com – You Need a Budget! Use this app to keep one.
- PersonalCapital.com – aggregates all your financial accounts to give you a daily update and asset allocation
- www.PortfolioVisualizer.com – evaluate different allocations and expected returns over the long term. Uses Monte Carlo simulations.
- Morningstar.com (many times this is free through your library) – See all the details on each fund, expense ratios, index benchmarks, returns, stability, etc). Also can look at the Morningstar 9-box which shows how each fund (or your entire portfolio) is positioned.
- DaveRamsey.com – If you’re in debt, follow his “7 Baby Steps” until you’re out of debt (but, after that, I suggest that you follow the investing advice from the Bogleheads and do not follow Dave Ramsey’s investing advice)