Bogleheads® 7 videos

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Bogleheads® 7 videos were taped at the 2008 National Bogleheads Reunion (Bogleheads 7), held in San Diego, California from September 22 -24, 2008.

Morningstar videos with Christine Benz

Christine Benz, Morningstar's director of personal finance, interviewed a number of attendees at the convention. The Morningstar video interviews with William Bernstein, John Bogle, Rick Ferri, Bill Schultheis and Professor Ed Tower were held on September 23, 2008. The links are provided below.

Has the Crisis Tested Your Allocation Strategy?

Allocation specialist Bill Bernstein on knowing if your allocation mix is right for you, and when to rebalance. (9/23/08)

The article on Morningstar: Has the Crisis Tested Your Allocation Strategy?

(Video unavailable.)


Bogle: Keep Investing

The founder and former CEO of Vanguard talks to Morningstar's Christine Benz about why to stay the course amid the financial crisis

The article on Morningstar: Bogle: Keep Investing


Bogle on a Knock Against Indexing

The founder and former CEO of Vanguard discusses index fund position sizes and fundamental indexing. (09/23/08)

The article on Morningstar: Bogle on a Knock Against Indexing


Ferri: ETF or Mutual Fund: How to Decide?

Author and Portfolio Solutions CEO Rick Ferri highlights three factors to consider when deciding which vehicle is right for you.

The article on Morningstar: ETF or Mutual Fund: How to Decide?

(Video unavailable.)


Managing Your Portfolio Through the Crisis

Author and advisor Bill Schultheis on the importance of investment-crisis planning. (9/23/08)

The article on Morningstar: Managing Your Portfolio Through the Crisis

(Video unavailable.)


Study: Pricey Funds Lag, Even Before Fees

Duke professor Ed Tower's study shows investors 'get what they don't pay for.' (9/23/08)

The article on Morningstar: Study: Pricey Funds Lag, Even Before Fees

(Video unavailable.)


Notes