I am in no way a financial adviser (see caveat emptor here). However, I have assembled many resources below based on the Bogleheads.org website and books (see below).
THEN, come back here and check out these additional resources below.
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. Learn much!
- http://crr.bc.edu . The Center for Retirement Research at Boston College – research and articles about retirement issues.
- http://www.bloomberg.com. Financial news and information
- http://www.bogleheads.org. The home of “Bogleheads” – most useful and most visited financial forum in the world
- http://www.bylo.org. Canadian website – mutual fund information.
- http://www.choosetosave.org. Financial calculators and ways to save.
- http://www.coffeehouseinvestor.com. Author Bill Schultheis website.
- http://www.efficientfrontier.com. Author Bill Bernstein’s website.
- http://www.thefinanceprofessor.com. Jim Mahaer’s website – professor of finance at St. Bonaventure University
- http://www.financialpage.blogspot.com. Current research articles useful to Boglehead investors. 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. Excellent online book list with Investment Strategies for the 21st Century.
- http://www.jasonzweig.com. WSJ.com writer Jason Zweig’s website. One of the best financial columnists – “for investors who want to learn to think for themselves.”
- http://www.jonathanclements.com. Author Jonathan Clements website with easy-to-understand articles.
- http://www.moneychimp.com. Everything about money; articles, calculators, and much more.
- http://www.morningstar.com. Best source of information about mutual funds and tons of investment information
- http://www.norstad.org/finance. Author John Norstad’s articles.
- http://www.research-finance.com. John P. Scordo’s collection of the best academic and financial articles.
- http://www.retireearlyhomepage.com. John P. Greaney’s website. He retired at age 38 (!).
- http://www.rickferri.com. Author and Boglehead Podcast contributor, Richard Ferri’s website.
- 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.
A list of books for more insight:
BOOKS FOR NOVICE INVESTORS
- The Bogleheads’ Guide to Investing (by Mel Lindauer, Taylor Larimore, Mel Lindauer)
- The Bogleheads’ Guide to the Three-Fund Portfolio (by Taylor Larimore)
- 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.
- The White Coat Investor (by James Dahle) *particularly for Doctors, Lawyers, and other high-earners
- The White Coat Investor’s Financial Boot Camp (by James Dahle) *particularly for Doctors, Lawyers, and other high-earners
- Bogleheads.org recommended reading list
- List of more Boglehead-recommended books (Updated periodically): https://www.bogleheads.org/wiki/Books:_recommendations_and_reviews
These are not necessarily 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
- 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.