Bogleheads University 101 2023 - Investing Basics Q&A
Channel: Bogleheads
Date: 23/12/2023

In a session led by Karen Damato, Christine Benz, Mike Piper, and Allan Roth field questions on asset allocation, investment selection, and tax considerations.

Chapters:
0:33 Why ETFs are more tax-efficient than mutual funds
2:55 How to know when to rebalance
4:05 Why some active funds beat index funds
5:40 When to convert from traditional IRA to Roth
6:50 What is factor investing
9:07 Market weighting v. equal weighting
10:26 How to invest 529 assets
11:16 Sell appreciated stocks or take out a loan for college?
13:00 Considerations when switching into a low-cost portfolio

Recorded on October 13, 2023.

Bogleheads University 2023 is split into two tracks: Bogleheads 101 Investing Fundamentals and Bogleheads 501 Advanced Topics. 

The Bogleheads University Courses can be found at https://boglecenter.net/bogleheads-university/. Slides and transcripts are also available.

The complete Bogleheads 2023 Conference Proceedings can be found at https://boglecenter.net/2023conference/

The John C. Bogle Center for Financial Literacy (https://boglecenter.net/) is a non-profit organization dedicated to improving financial literacy.

The Center’s mission is to expand the legacy of John C. Bogle, the founder of Vanguard, by promoting the principles of successful investing and financial well-being through education and community.

The Center envisions a world of well-informed, capable, and empowered investors.

Community outreach is achieved through the Bogleheads forum, wiki, and blog, as well as in-person and virtual Bogleheads chapters worldwide.

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Investors can get started here: https://www.bogleheads.org/wiki/Getting_started

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