
Hosted by Jon Luskin · EN

Rick Ferri, CFA, fields live audience questions on asset allocation, discussing the difference between one’s investing philosophy and their strategy, how allocation drives investment returns, the value of rules of thumb when investing, how Rick’s approach to investing has changed over the years, factor investing, asset tax location (tax-efficient fund placement), and more.· Rick Ferri· Bogleheads® on Investing podcast· All About Asset Allocation· Bogleheads® conference· John C. Bogle· Vanguard Group· The True Impact of Immediate Annuities on Retirement Sustainability: A Total Wealth Perspective· Core-4 portfolios· asset location· Bogleheads® Forum· Bogleheads® Wiki· Bogleheads® Reddit· Bogleheads® Facebook· Bogleheads® Twitter· Bogleheads® on Investing podcast· Bogleheads® YouTube · Bogleheads® Local Chapters· Bogleheads® Virtual Online Chapters· Bogleheads® on Investing Podcast· Bogleheads® Conferences· Bogleheads® BooksThe John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.

Rick Ferri, CFA introduces the Bogleheads®, discusses the importance of spreading the word of low-cost investing, how to get involved with the Bogleheads®, fields audience questions on investing, and more.· Bogleheads® Forum· Bogleheads® Wiki· Bogleheads® Reddit· Bogleheads® Facebook· Bogleheads® Twitter· Bogleheads® YouTube · Bogleheads® Local Chapters· Bogleheads® Virtual Online Chapters· Bogleheads® on Investing Podcast· Bogleheads® Conferences· Bogleheads® BooksThe John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.