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Bogleheads® wiki
Investing Advice Inspired by Jack Bogle
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Welcome to the Bogleheads® wiki, a collaborative undertaking by members of the Bogleheads Community. The wiki is a reference resource for investors. Bogleheads emphasize starting early, living below one's means, regular saving, broad diversification, and sticking to one's investment plan regardless of market conditions. Information relevant to the group's core beliefs is available in the Bogleheads' investment philosophy.

The Bogleheads' approach to investing begins with an investor deciding on their desired allocations to various asset classes, such as stocks, bonds, and cash. These desired asset classes are then further broken down into how much will be allocated to US and international portions of these asset classes. These desired allocations are then implemented using low-cost vehicles which benchmark the desired allocations. Tax costs are carefully considered, influencing decisions as to which investments to place in taxable versus tax-advantaged accounts.

If all this seems a bit overwhelming, relax and don't panic. A good place to begin is getting started.

Anyone can read the wiki. If you would like to edit it, you must first join the Bogleheads forum. Once you've joined, send a private message requesting access, and you can then become an editor. Information on editing the wiki is available on the left sidebar of every wiki page. Suggestions are welcome by posting in Suggestions for the Wiki.

If you see content in need of improvement, or a new page on a topic not yet covered, consider becoming an editor so that you can contribute to the site. If you find yourself writing a reply to a forum question that's been discussed a number of times before, consider creating a wiki page with the answer. Then you and others can reply to subsequent questions on that topic with a link and a quote of your text. That way, the Bogleheads Community both preserves our knowledge base and makes it more accessible, particularly to those using search engines.

Getting started:
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Financial planning:
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Asset classes Alternate asset classes Bonds CDs Indexing Non-US stocks Exchange-traded funds Money markets Mutual funds Portfolios Real estate Risk management (portfolio) Stocks (US) Vanguard
Retirement Planning:
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Reference Material:
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Bill Schultheis
Alma materTexas A&M University
OccupationAuthor, financial adviser
OrganizationSoundmark Wealth Management, LLC
Notable work
The Coffeehouse Investor; The Coffeehouse Investor's Ground Rules
WebsiteCoffeehouse Investor

Portal:Main Page Development is a bogleheads.org reading list author

In 1998 Bill Schultheis created the Coffeehouse Investor in an effort to bring a simpler and smarter investment philosophy to individuals and corporations across the nation and around the world. He has appeared regularly on Seattle’s PBS Serious Money program, is a guest contributor on NPR’s Morning Edition and wrote a syndicated investment column for eight years.

For 13 years he worked with retail and institutional accounts for Smith Barney in Seattle, WA. For the past eight years he has been a principal and fee-only financial adviser, currently with Soundmark Wealth Management in Kirkland, WA.

Schultheis grew up on a wheat farm in eastern Washington, attended Washington State University, and graduated from Texas A&M University in 1982.

When he’s not working, he can be found on the golf course, camping on Mt. Rainier, cooking in the kitchen, writing his next book, and enjoying the company of his wonderful family and friends.

— Bill Schultheis


  • Schultheis, Bill (2009). The Coffeehouse Investor: How to Build Wealth, Ignore Wall Street, and Get On with Your Life. p. 224. ISBN 978-1591845843.
  • Schultheis, Bill (2020). The Coffeehouse Investor's Ground Rules: Save, Invest, and Plan for a Life of Wealth and Happiness. p. 160. ISBN 978-1119717089.

External links


Our Canadian sister site, Financial Wisdom Forum, has a similar focus, many like-minded members, and may be of interest as well. Be sure to visit their wiki, known as finiki, the Canadian financial wiki.