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
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 …
Clay Christensen: Disruption and Innovation Can Solve Global Poverty
Disrupt. Innovate. If these words echo through your head like a familiar TV show theme song, you’ve been influenced — whether you know it or not — by Clayton Christensen. A Harvard professor, businessman, and guru of disruptive innovation, Christensen has altered our vocabulary, inspired a generation of startup entrepreneurs, and made a bundle on the speaking circuit at $100,000 …