Skip to main content
A Clear Direction
rss feedour twitterour facebook page linkdin
Financial Advisor Brisbane - AdviserScott Keefer - A Clear DirectionBuilding Investment PortfoliosPortfolio Management ServiceUpdated ContentContact Us - Brisbane Financial Planning
A Clear Direction Financial Planning logo

 Financial Happenings Blog 
Saturday, March 06 2010

Jack Bogle is the founder of Vanguard Investment Group and is a vocal proponent on the superiority of index funds for investors.  In the USA, Bogle has almost a cult like following.  One of those followers is Taylor Larimore is a former IRS officer and retired chief of the Small Business Association's finance division in South Florida.  He is co-author of two Bogleheads' books: The Bogleheads' Guide to Investing (Wiley, 2007) and The Bogleheads' Guide to Retirement Planning (Wiley, 2009).

Taylor was recently interviewed with the summary now posted on Morningstar's website.  Even though Taylor's comments relate to the US market, they are extremely applicable to Australian investors, especially those who want a simple, no-fuss investment portfolio in retirement.

If that's you, then please take a look at the Morningstar article - What the Bogleheads know for sure

Taylor's concluding comments speak clearly to me:

If you could sum up what you have learned during a lifetime of investing experience, what would you say?

My advice to be a successful investor is this: Save regularly, develop a personal asset-allocation plan, use a few broad market index funds, keep costs low (including taxes), avoid mistakes, strive for simplicity, and stay the course.

Sounds simple doesn't it.

Scott Keefer

Posted by: AT 01:54 am   |  Permalink   |  Email
Scott Francis' articles in the Eureka Report 
Request for Information 
If you have questions, or would like more information, please go to our Contact page and leave your name and contact information.

Plan Well, Invest Well, Live Well! Financial advice providing a clear direction

A Clear Direction Financial Planning and Portfolio Management ABN 85 147 572 870

Level 19
10 Eagle Street
Brisbane QLD Australia
Ph: (07) 3303 0269

Authorised Representative (398444) and Credit Representative (403292) of FYG Planners Pty Ltd AFSL/ACL 224 543.

ASIC - Financial Advisers Register

All content of this website is copyright © A Clear Direction Financial Planning Pty Ltd, 2017

FYG Planners Pty Ltd & A Clear Direction Financial Planning Privacy Policy