Bogleheads® Live

Larry Swedroe answers questions on sustainable investing, including alternatives to sustainable investing, investing in sin (brown) stocks, how ESG decisions are made, the risks of sustainable investing, and the historic investment performance of investing sustainably.

Christine Benz, Morningstar’s Director of Personal Finance and author, shares insights on asset correlations and sustainable withdrawal strategies. She discusses how rising global market correlations affect diversification and portfolio resilience, plus the distinction between correlation and causation. Benz emphasizes the need for realistic financial assumptions, advocating for a sustainable distribution rate of 1.9%. She also explores the changing dynamics between cryptocurrencies and traditional assets, alongside details about an upcoming investor conference.

Rick Ferri, CFA, returns, discussing how to select the right index funds, the difference between investing philosophy and investing strategy,  and answering audience questions on rules of thumb, managing portfolio risk in retirement, high-fee funds masquerading as low-cost index funds,  factor investing, and active management style drift.

Rick Ferri, CFA, is an influential author and investment strategist known for his expertise in asset allocation. In this discussion, he dives into the vital distinctions between investing philosophy and strategy. Ferri shares valuable insights on how allocation impacts returns and the importance of keeping things simple. He explores the nuances of factor investing and the significance of tax-efficient fund placement. Listeners gain practical advice on balancing stocks and bonds, along with the need for discipline and rebalancing as retirement approaches.

Rick Ferri, CFA introduces the Bogleheads®, discusses the importance of spreading the word of low-cost investing, how to get involved with the Bogleheads®, fields audience questions on investing, and more.·         Bogleheads® Forum·         Bogleheads® Wiki·         Bogleheads® Reddit·         Bogleheads® Facebook·         Bogleheads® Twitter·         Bogleheads® YouTube ·         Bogleheads® Local Chapters·         Bogleheads® Virtual Online Chapters·         Bogleheads® on Investing Podcast·         Bogleheads® Conferences·         Bogleheads® BooksThe John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.