Tributes to Jack Bogle (1929-2019)

Laurence Articles

Collected by Ted Aronson, Larry Siegel and Robert Huebscher We’ve collected the following tributes to Jack Bogle from among the authors who contribute to Advisor Perspectives and other prominent individuals in the investment industry.

Building Portfolios for Households with Multiple Investment Goals

Laurence Articles

This is the second article in a series that aims to enhance the methodology by which financial planning is conceptualized and implemented. In the first article in this series, “Using Economic Balance Sheets for Financial Planning,” we showed that financial planners need to have balance sheet (“stock”) information, not just income and expense (“flow”) information, about households in order to …

How Paul Volcker Saved Our Country

Laurence Articles

When I had the pleasure of introducing Paul Volcker at a conference, I referred to him as “the man who saved the country.” This was not hyperbole. It is hard to remember the deep trouble we were in, more than 40 years ago, when inflation reached 13% in 1979. Times were terrible. A generation’s life savings, invested mostly in bonds, …