Jack Bogle

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  1. Bernstein: Solutions to the Retirement Crisis

    Video Reports

    Tue, 4 Nov 2014

    people that you'd be able to set that up. So, you're enrolled in the appropriate one for the year you turn 65. Benz: Jack Bogle has also argued that people have too-ready access to their money with 401(k) plans--the ability to take loans and perhaps

    bogle found at 3:57

    in the appropriate one for the year you turn 65. Benz: Jack Bogle has also argued that people have too-ready access to their money with 401(k) plans--the ability to take loans and perhaps hardship withdrawals.
  2. Bogle : Market Turbulence Just a Lot of 'Sound and Fury'

    Video Reports

    Thu, 30 Oct 2014

    be joined by the event's namesake, Jack Bogle . Jack, thank you so much for being here. Jack Bogle : Always good to be with you, Christine ..... for short-term volatility in the markets? Bogle : Well, I have long-since learned never

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    Conference, and I'm happy to be joined by the event's namesake, Jack Bogle . Jack, thank you so much for being here. Jack Bogle : Always good to be with you, Christine, and a great occasion. Benz: Jack, we've recently seen a lot of equity market volatility. Is it your view that perhaps investors had gotten a little bit complacent about the potential for short-term volatility in the markets? Bogle : Well, I have long-since learned never to be surprised by anything that happens in the stock market--anything can happen. But this most
    based on dividends and dividend yields when you buy in--this is the Bogle formula--and subsequent earnings growth. And that doesn't change. If the value of Corporate America was, let's say, $20 trillion before all of
    see when you look at the market from a bottom-up valuation basis? Bogle : Well, I don't think that anyone would say the market is cheap. It's gone up about 65% in the last decade--a pretty
  3. Bogle : Little Wiggle Room for Investment Returns

    Video Reports

    Wed, 29 Oct 2014

    and where you're ending up today. Bogle : Well, first of all, I never forecast ..... inflation rate is, your tax rate... Bogle : You would have to do that. Benz ..... means not a great return necessarily. Bogle : No, absolutely not. Let's assume

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    forecasts, how you arrive at them, and where you're ending up today. Bogle : Well, first of all, I never forecast anything less than 10 years, because markets are driven, as I mentioned before, not only
    then haircut that by whatever your inflation rate is, your tax rate… Bogle : You would have to do that. Benz: …and your investment costs. And that means not a great return necessarily. Bogle : No, absolutely not. Let's assume it's 7%; that's on the generous side. First, let's take inflation out. Inflation could be as low
  4. Bogle : Emerging Markets Cheap for a Reason

    Video Reports

    Wed, 29 Oct 2014

    very smart people say that if there is one pocket of attractive valuation in the market today, it might be emerging markets. Bogle : I think there is a lot of risk, capital risk, sovereign risk, economy risk, most of them are very export-dependent

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    of attractive valuation in the market today, it might be emerging markets. Bogle : I think there is a lot of risk, capital risk, sovereign risk, economy risk, most of them are very export-dependent, and so
  5. Bogle : Better to Play It Safe in Bonds

    Video Reports

    Wed, 29 Oct 2014

    counsel to investors against this backdrop? Bogle : If you buy a bond today--a good bond ..... by about 17%. Benz: Long duration. Bogle : Yes, long duration. So, economically ..... adding to these categories at this time? Bogle : Well, they're taking a big risk

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    will eventually go up. What's your counsel to investors against this backdrop? Bogle : If you buy a bond today--a good bond and not a junk bond that is fairly assured of paying its coupons, which
    increases the value of the bond by about 17%. Benz: Long duration. Bogle : Yes, long duration. So, economically, it's the right decision to buy that Treasury for 10 years, but psychologically I don't think most
    this a smart move, investors adding to these categories at this time? Bogle : Well, they're taking a big risk. And honestly, I confess to you, I think what goes on in the very short-term bank-loan
  6. Bogle : How Bond Indexing Could Be Better

    Video Reports

    Wed, 29 Oct 2014

    like to hear your take on that question. Bogle : First of all, it's been this way from ..... properly, "Where the heck were you, Bogle , when you started the fund back in 1986 ..... DBLTX] DoubleLine Total Return (DBLTX). Bogle : Yes, DoubleLine. They do all kinds

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    the bond market. I'd like to hear your take on that question. Bogle : First of all, it's been this way from the beginning. You could easily say properly, "Where the heck were you, Bogle , when you started the fund back in 1986?" Then and now, it was about 70% in U.S. Treasuries and government-backed mortgages and
    very big. It's a Jeff Gundlach fund. Benz: [TICKER:DBLTX] DoubleLine Total Return (DBLTX). Bogle : Yes, DoubleLine. They do all kinds of tricky things with derivatives. Are they going to be right or wrong? I don't know; it's hard to analyze. Benz: So, I know you've said if investors maybe want to own that Barclays Aggregate Index, maybe they should augment it with a more corporate-heavy bond fund. Would that be your suggestion? Bogle : Well, the best approach is a simple approach, and that is to describe your marketplace as holdings of U.S. investors in bonds.
    that perhaps a defense of the way that that fund is structured? Bogle : It's a perfectly fair question. I don't want to disagree with it. And I don't disagree with it. But you could have
  7. Bogle : Latest Investor Trends Are Just That--Trends

    Video Reports

    Wed, 29 Oct 2014

    your take on that particular phenomenon? Bogle : First of all, what the devil are they ..... value stocks outperforming, for example. Bogle : Well, it's not going to hurt them ..... appropriate for most retail investors. Bogle : Well, the problem is that, first of

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    beta or a smart beta. What's your take on that particular phenomenon? Bogle : First of all, what the devil are they talking about when they say smart beta? I think it was Bill Sharpe who
    of long-term data that points to small-cap value stocks outperforming, for example. Bogle : Well, it's not going to hurt them in all likelihood. But if you look at the long sweep of data going back
    your take on whether such investments are appropriate for most retail investors. Bogle : Well, the problem is that, first of all, there are a whole lot of different investments. I'll take the easy one: commodities
  8. Asness: Why I'm a Cynic of Active Stock-Picking

    Video Reports

    Thu, 26 Jun 2014

    who got the information into it. So imagine a world where everyone indexed. Some of my investing heroes, people like Jack Bogle and Rex Sinquefield, will still point out, and they are dead right--this cannot be argued with--that it doesn't matter

    bogle found at 1:06

    world where everyone indexed. Some of my investing heroes, people like Jack Bogle and Rex Sinquefield, will still point out, and they are dead right--this cannot be argued with--that it doesn't matter. The average still
  9. 5 of Our Favorite Bogle Quotes

    Video Reports

    Mon, 19 May 2014

    m Jason Stipp for Morningstar. Jack Bogle recently had his 85th birthday, and we ..... through some of our own interviews with Jack Bogle over the years to pick out some of our ..... here. Stipp: We've both interviewed Bogle . You've interviewed him several times

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    Jason Stipp: I'm Jason Stipp for Morningstar. Jack Bogle recently had his 85th birthday, and we learned that the crew at Vanguard threw him an informal surprise party. Jack addressed that crowd with some remarks about the good work of serving individual investors. To mark the occasion here at Morningstar, Christine Benz and I went through some of our own interviews with Jack Bogle over the years to pick out some of our favorite quotes. She's here with me to share some of those today. Christine, thanks for joining me. Christine Benz: Jason, it's great to be here. Stipp: We've both interviewed Bogle . You've interviewed him several times; I've interviewed him a couple of times. Just about any interview with him usually has something very
    seemingly daily market shocks that we were having at that time. Jack Bogle : And importantly, if I'm trying to accumulate money for retirement or to buy a home or to educate my children, what you
    things stand out for me, Jason, in watching that clip. One is Bogle's restraint. There was a lot of fear-mongering going on at that time. It wasn't hard to turn on the TV and see people saying, "Move to cash! Run for the hills!" Things were pretty scary. So to hear from someone who was saying that it was actually a decent time to be adding to stocks--especially if you had many years and you were in accumulation mode--I think that was refreshing. And that's always been Bogle's style. He's not been a believer in tactical asset allocation. He thinks that people should stick with sensible strategic asset allocation frameworks,
  10. How to Make the Most of Your 401(k)

    Video Reports

    Sat, 19 Apr 2014

    be great if we could all just use [Vanguard founder] Jack Bogle 's advice of, subtracting our age from 100, and that's ..... org . The site is kind of a fan site for Vanguard founder Jack Bogle , but they also have a terrific discussion forum going there

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