MEL LINDAUER, CFS, WMS, was dubbed “The Prince of the Bogleheads” by Jack Bogle. A Forbes.com columnist, he’s one of the leaders of the Bogleheads community.
TAYLOR LARIMORE, CCL, has been dubbed by Money magazine as “the Dean of the Vanguard Diehards” and John (Jack) Bogle himself calls Taylor “The King of the Bogleheads.”
MICHAEL LEBOEUF, PHD, is an internationally published author, business consultant, and professor emeritus who taught Management at The University of New Orleans.
ACKNOWLEDGMENTS xiii
FOREWORD BY JOHN C. BOGLE xv
INTRODUCTION xxiii
PART I ESSENTIALS OF SUCCESSFUL INVESTING
CHAPTER 1
CHOOSE A SOUND FINANCIAL LIFESTYLE 3
CHAPTER 2
START EARLY AND INVEST REGULARLY 13
CHAPTER 3
KNOW WHAT YOU’RE BUYING: PART ONE 25
CHAPTER 4
KNOW WHAT YOU’RE BUYING: PART TWO 39
CHAPTER 5
PRESERVE YOUR BUYING POWER WITH INFLATION-PROTECTED BONDS 49
CHAPTER 6
HOW MUCH DO YOU NEED TO SAVE? 63
CHAPTER 7
KEEP IT SIMPLE 75
CHAPTER 8
ASSET ALLOCATION 89
CHAPTER 9
COSTS MATTER 109
CHAPTER 10
TAXES: PART ONE 119
CHAPTER 11
TAXES: PART TWO 131
CHAPTER 12
DIVERSIFICATION 143
CHAPTER 13
PERFORMANCE CHASING AND MARKET TIMING ARE HAZARDOUS TO YOUR WEALTH 153
CHAPTER 14
SAVVY WAYS TO INVEST FOR COLLEGE 169
CHAPTER 15
HOW TO MANAGE A WINDFALL SUCCESSFULLY 179
CHAPTER 16
DO YOU NEED AN ADVISOR? 187
PART II FOLLOW-THROUGH STRATEGIES TO KEEP YOU ON TARGET
CHAPTER 17
TRACK YOUR PROGRESS AND REBALANCE WHEN NECESSARY 199
CHAPTER 18
TUNE OUT THE “NOISE” 211
CHAPTER 19
MASTERING YOUR INVESTMENTS MEANS MASTERING YOUR EMOTIONS 223
CHAPTER 20
MAKING YOUR MONEY LAST LONGER THAN YOU DO 235
CHAPTER 21
PROTECT YOUR ASSETS BY BEING WELL-INSURED 243
CHAPTER 22
PASSING IT ON WHEN YOU PASS ON 257
CHAPTER 23
YOU CAN DO IT 265
APPENDICES
APPENDIX I: GLOSSARY OF FINANCIAL TERMS 273
APPENDIX II: BOOKS WE RECOMMEND 279
APPENDIX III: FINANCIAL WEBSITES WE RECOMMEND 283
APPENDIX IV: VANGUARD ASSET ALLOCATION QUESTIONNAIRE AND PIE CHARTS 287
ABOUT THE AUTHORS 293
INDEX 295