The Investor's Shelf — one person
John C. Bogle
Founder and CEO, The Vanguard Group 1974-1996; creator of the first retail index mutual fund
He built the institution and wrote the primary-source case for low-cost indexing that every later index advocate builds on.
11 books of their own · 215 letters · 43 articles
Books they wrote 11
Letters 215
boglecenter.net/bogle-archive/
Vanguard's own Bogle archive at vanguard.com/bogle_site is dead. The surviving archive is The Bogle Archive at the John C. Bogle Center for Financial Literacy, boglecenter.net/bogle-archive/, which holds the full run of his speeches (1964-2017), his academic papers, and his op-eds and letters to the editor as individual PDFs at boglecenter.net/wp-content/uploads/. Bogle wrote no shareholder letters of his own: Vanguard's funds file shareholder reports rather than a chairman's letter, and those are on SEC EDGAR under each fund. The Wellington Fund memos of 1972 and 1978 and the 1981 index-fund memo are the closest thing to internal chairman's letters and are included. His original papers are held by Princeton University Library.
- The Modern Corporation and the Public Interest2017 · Speech, memo or paper; PCAOB International Institute
- Acceptance Remarks, CME Group Melamed-Arditti Innovation Award2017 · Speech, memo or paper; CME Group
- Puritan Boston and Quaker Philadelphia2017 · Speech, memo or paper; Annual Meeting of the Society of Friends
- Surviving Defeat, Surviving Victory2017 · Speech, memo or paper; Fixed Income Analysts Society
- Numbers Games — Reflections on the Uses and Abuses of Big Data2017 · Speech, memo or paper; Journal of Investment Management Annual Seminar
- Reflections on a Revolution2017 · Speech, memo or paper; 70th CFA Institute Annual Conference
- The Road Less Traveled2017 · Speech, memo or paper; Morningstar Investment Conference
- Bogleheads 15 presentation2016 · Speech, memo or paper; Bogleheads 15 Conference
- Saving a Company, Building a Colossus, Preserving a Culture: Reflections on the History of Vanguard2016 · Speech, memo or paper; 65 years in the mutual fund industry
- Remarks on Receiving the 2016 Bob Edgar Public Service Achievement Award2016 · Speech, memo or paper; Common Cause Pennsylvania
- Fiduciary Duty in an Age of Consumerism2016 · Speech, memo or paper; Institute for the Fiduciary Standard
- David and Goliath: Who Wins the Quantitative Battle?2016 · Speech, memo or paper; Institute for Quantitative Finance (Q Group)
- For Distinguished Service to Humanity2015 · Speech, memo or paper; National Academy of Social Sciences
- Bogleheads 14 presentation2015 · Speech, memo or paper; Bogleheads 14 Conference
- The Annals of Vanguard — The Story of PRIMECAP Fund2015 · Speech, memo or paper; Vanguard
- Putting Investors First2015 · Speech, memo or paper; CFA Society of Philadelphia
- The Mutual Fund Industry Today: Conflicts, Conflicts Everywhere2015 · Speech, memo or paper; U.S. Securities and Exchange Commission
- The Mutual Fund Industry Today (slides)2015 · Speech, memo or paper; U.S. Securities and Exchange Commission
- Values, Ethics, and Structure in Finance2014 · Speech, memo or paper; Georgetown University Law Center
- Memo celebrating Vanguard’s 40th anniversary2014 · Speech, memo or paper; Vanguard memo
- Testimony before the Finance Committee of the U.S. Senate2014 · Speech, memo or paper; U.S. Senate Finance Committee
- Financial Reform: Investment Standards and Ethical Values2014 · Speech, memo or paper; Bryn Mawr Presbyterian Church
- Financial Management: Profession or Business?2013 · Speech, memo or paper; CFA Society of Philadelphia
- Big Money in Boston — The Commercialization of the Mutual Fund Industry2013 · Speech, memo or paper; Boston Security Analysts Society
- The U.S. Financial System: Look Out! Change Is Coming2013 · Speech, memo or paper; G.S. Beckwith Gilbert Lecture, Princeton University
- In The Fund Industry, Mutuality and Indexing Rule the Seas2012 · Speech, memo or paper; National Rural Utilities Cooperative Finance Corporation
- The (Non) Lessons of History — And the (Real) Lessons of Return Sources and Costs2012 · Speech, memo or paper; The American Philosophical Society
- The Age of Fiduciary Duty has Arrived2012 · Speech, memo or paper; NAPFA
- A Life, A Career, and a Mission to Build A Better Financial World for Investors2012 · Speech, memo or paper; Merion Cricket Club
- Thinking About What Lies Ahead for Investors2012 · Speech, memo or paper; CFA Society of Washington
- Straight From The Heart: Efficiency and Humanity, in Medicine and Finance2012 · Speech, memo or paper; Bernard Lown Humanitarian Award
- Written testimony on auditor independence and audit firm rotation2012 · Speech, memo or paper; PCAOB public hearing
- John C. Bogle Legacy Forum opening remarks2012 · Speech, memo or paper; Museum of American Finance
- Bogleheads X presentation2011 · Speech, memo or paper; Bogleheads 10 Conference
- The Lessons of History — Endowment and Foundation Investing Today2011 · Speech, memo or paper; NMS Investment Management Forum
- Helping Others2011 · Speech, memo or paper; Salvation Army ‘Others’ Award
- At the Summit2011 · Speech, memo or paper; Tiburon CEO Summit XX
- Ethical Principles and Ethical Principals2010 · Speech, memo or paper; Johnson School, Cornell University
- America’s Financial System — Powerful but Flawed2010 · Speech, memo or paper; Phi Beta Kappa National Lecture Series, Temple University
- Uneasy Lies the Head that Wears the Crown2010 · Speech, memo or paper; FUSE Research Network Award
- How Calvin Coolidge Could Guide Us Now2010 · Speech, memo or paper; Calvin Coolidge Memorial Foundation
- The Fifth ‘Never’2010 · Speech, memo or paper; Trinity College commencement
- Community and Caring, Courage and Character2010 · Speech, memo or paper; Blair Academy commencement
- Economic Markets and Public Purpose2009 · Speech, memo or paper; The Reinvestment Fund 24th Annual Celebration
- When a Man Comes to Himself2009 · Speech, memo or paper; Williamson Free School of Mechanical Trades
- The Culture That Gave Rise To The Current Financial Crisis2009 · Speech, memo or paper; John M. Templeton Jr. Lecture, National Constitution Center
- Aspiring to Build a Better Financial World2009 · Speech, memo or paper; Princeton Varsity Club Speaker Series
- The Fiduciary Principle: No Man Can Serve Two Masters2009 · Speech, memo or paper; Columbia University School of Business
- If You Can Trust Yourself…2009 · Speech, memo or paper; Roxbury Latin School
- Building a Fiduciary Society2009 · Speech, memo or paper; IA Compliance Summit
- Strengthening Worker Retirement Security (testimony)2009 · Speech, memo or paper; Committee on Education and Labor, U.S. House of Representatives
- Fixing a Broken Financial System2009 · Speech, memo or paper; Stradley Ronon Stevens & Young Assembly
- A Community of Character2008 · Speech, memo or paper; Community College of Philadelphia Bonnell Award
- Economics, Politics, and the Financial Markets2008 · Speech, memo or paper; Blair Academy
- A Tribute to Bernard Lown, M.D.2008 · Speech, memo or paper; Boston
- The Coming Market Environment and Implications for Financial Innovation2008 · Speech, memo or paper; Financial Planning Association Retreat
- The New Global Economy2008 · Speech, memo or paper; Columbia University / MIT Association
- Business and Its Publics2008 · Speech, memo or paper; NYU Stern School of Business
- A New Order of Things — Bringing Mutuality to the ‘Mutual’ Fund2008 · Speech, memo or paper; George Washington University Law School
- Investing in Times of Market Turbulence2008 · Speech, memo or paper; The Princeton Club of New York
- Why Do I Bother to Battle?2007 · Speech, memo or paper; Yale CEO Leadership Summit
- When Does Innovation Go Too Far?2007 · Speech, memo or paper; Philadelphia Federal Reserve Policy Forum
- The U.S. Financial Sector and the Relentless Rules of Humble Arithmetic2007 · Speech, memo or paper; NYU Stern School of Business
- Building a Better Financial System2007 · Speech, memo or paper; The Old Guard, Princeton University
- Reflections on Finance and Education2007 · Speech, memo or paper; National Council on Economic Education
- High Standards of Commercial Honor … Fair Dealing with Investors2007 · Speech, memo or paper; FINRA
- Black Monday and Black Swans2007 · Speech, memo or paper; Risk Management Association
- A Question So Important that It Should Be Hard to Think about Anything Else2007 · Speech, memo or paper; 60th Anniversary of CFA Institute
- Enough2007 · Speech, memo or paper; Georgetown University commencement
- The Role of the Fiduciary in Risky Financial Markets2007 · Speech, memo or paper; Philadelphia Estate Planning Council
- Salesmanship vs. Stewardship — Bond Mutual Funds Gone Awry2007 · Speech, memo or paper; Fixed Income Analysts Society
- Leaving the Things that You Touch Better than You Found Them2007 · Speech, memo or paper; Union League of Philadelphia
- Reflections on Markets, Ethics, and Careers2007 · Speech, memo or paper; NYU Stern School of Business
- Vanishing Treasures — Business Values and Investment Values2007 · Speech, memo or paper; Princeton University
- Vanguard: Saga of Heroes2007 · Speech, memo or paper; Pepperdine University
- Looking At Investing From A New Perspective, A Half Century Old2007 · Speech, memo or paper; CFA Society of Los Angeles
- Designing a New Mutual Fund Industry2007 · Speech, memo or paper; NICSA 25th Anniversary Conference
- The Joy of Writing — Books, Ideas, Advocacy, and Idealism2006 · Speech, memo or paper; Free Library of Philadelphia
- Reflections on the Importance of History — Milestones, Men, and a Moral Society2006 · Speech, memo or paper; Presbyterian Historical Society
- Ethical Principles and Ethical Principals2006 · Speech, memo or paper; Changing the Game Forum, Denver
- A Tale of Two Markets2006 · Speech, memo or paper; 17th Annual Conference on Financial Reporting, Berkeley
- What’s Happened to the Mutual Fund Industry?2006 · Speech, memo or paper; CFA Society of San Francisco
- The Battle for the Soul of Capitalism2006 · Speech, memo or paper; Immaculata University
- Reflections on My 55th Anniversary at Vanguard2006 · Speech, memo or paper; Vanguard memo
- Long Horizon Investing and Corporate Governance2006 · Speech, memo or paper; International Centre for Pension Management
- What’s Ahead for Stocks and Bonds — And How to Earn Your Fair Share2006 · Speech, memo or paper; The Money Show
- Investment Wisdom and Human Values2006 · Speech, memo or paper; United States Military Academy, West Point
- The Battle for the Soul of Capitalism — remarks at the Aspen Book Series2006 · Speech, memo or paper; Aspen Book Series
- Mutual Funds: How a Profession with Elements of a Business Became a Business with Elements of a Profession2006 · Speech, memo or paper; Boston Security Analysts Society
- The Battle for the Soul of Capitalism2006 · Speech, memo or paper; University of Virginia Miller Center of Public Affairs
- Capitalism, Entrepreneurship, and Investing — The 18th Century vs. the 21st Century2006 · Speech, memo or paper; Greater Philadelphia Venture Group
- The Chief Cornerstone2005 · Speech, memo or paper; The Superbowl of Indexing
- The Uncanny Ability to Recognize the Obvious2005 · Speech, memo or paper; Financial Management Association International
- In Troubled Times… The Arithmetic of Mutual Fund Investing is More Important Than Ever2005 · Speech, memo or paper; AAII Philadelphia Chapter
- The Ownership of Corporate America — Rights and Responsibilities2005 · Speech, memo or paper; Council of Institutional Investors
- Corporate Governance: What’s Next?2005 · Speech, memo or paper; Foley and Lardner National Directors Institute
- In Investing, You Get What You Don’t Pay For2005 · Speech, memo or paper; The World Money Show
- This Above All: To Thine Own Self Be True2004 · Speech, memo or paper; Episcopal Academy
- Character Counts In Business, In Markets, And In Each Firm2004 · Speech, memo or paper; Property Casualty Insurers Association of America
- Time for Growth — Strengthening Trust and Confidence in Financial Services2004 · Speech, memo or paper; SIBOS Atlanta
- CONVERGENCE!2004 · Speech, memo or paper; The Art of Indexing Conference
- We the People2004 · Speech, memo or paper; Centennial Celebration of The Committee of Seventy
- Vanguard — Child of Princeton2004 · Speech, memo or paper; Princeton Entrepreneurs’ Network National Conference
- The Right Kind of Success2004 · Speech, memo or paper; Pennsylvania State University
- Marketing and Fiduciary Duty — Strange Bedfellows?2004 · Speech, memo or paper; Marketing Expo Lifetime Achievement Award
- Creating Sound Governance: The Shareholder’s Perspective2004 · Speech, memo or paper; AIMR Conference
- As The Index Fund Moves From Heresy to Dogma… What More Do We Need To Know2004 · Speech, memo or paper; Gary M. Brinson Distinguished Lecture, Washington State University
- Tis Not Too Late to Seek a Newer World2004 · Speech, memo or paper; Institutional Investor Mutual Fund Industry Awards
- It’s High Time We Return Capitalism to its Owners2004 · Speech, memo or paper; Institutional Shareholder Services Annual Conference
- Senate testimony, Subcommittee on Financial Management, the Budget, and International Security2004 · Speech, memo or paper; U.S. Senate
- Re-Mutualizing the Mutual Fund Industry — The Alpha and the Omega2004 · Speech, memo or paper; Boston College Law School
- Has Your Fund Manager Betrayed Your Trust? Consider the Stewardship Quotient2004 · Speech, memo or paper; AICPA Personal Financial Planning Conference
- Reflections on Wellington Fund’s 75th Birthday2003 · Speech, memo or paper; Wellington Management
- Corporate Governance and Mutual Fund Governance — Reflections at a Time of Crisis2003 · Speech, memo or paper; New York Society of Securities Analysts
- A New Era for Corporate America, for Mutual Funds, and for Investors2003 · Speech, memo or paper; Vanderbilt Owen School of Management
- Senate testimony, Subcommittee on Financial Management, the Budget, and International Security2003 · Speech, memo or paper; U.S. Senate
- It’s An Ill Wind That Blows No Good2003 · Speech, memo or paper; Society of American Business Editors and Writers
- Somebody’s Gotta Keep An Eye On These Geniuses2003 · Speech, memo or paper; State of Wisconsin Investment Board Directors Summit
- Restoring Trust: Financial Services in the New Era2003 · Speech, memo or paper; SunGard World 2003
- The Constitution: For Ourselves and our Posterity2003 · Speech, memo or paper; Dedication of the National Constitution Center
- Chasing the Rabbit2003 · Speech, memo or paper; Drexel University
- Owners Capitalism vs. Managers Capitalism2003 · Speech, memo or paper; National Investor Relations Institute Conference
- One Equal Temper of Heroic Hearts2003 · Speech, memo or paper; Cardiovascular Institute of Philadelphia
- The Policy Portfolio in an Era of Subdued Returns2003 · Speech, memo or paper; Investment Analysts Society of Chicago
- Choosing The Right Path2003 · Speech, memo or paper; United Methodist Church at Swarthmore
- Entrepreneurship — What’s It Really About?2003 · Speech, memo or paper; National Foundation for Teaching Entrepreneurship
- What I’ve Learned in A Half Century In Business — Twelve Rules For Building A Great Work Force2003 · Speech, memo or paper; Society of Human Resource Management
- House of Representatives testimony, Subcommittee on Capital Markets2003 · Speech, memo or paper; U.S. House of Representatives
- What Went Wrong in Corporate America?2003 · Speech, memo or paper; Bryn Mawr Presbyterian Church
- The Mutual Fund Industry in 2003: Back to the Future2003 · Speech, memo or paper; Boston Security Analysts Society
- Business Leadership and Morality2003 · Speech, memo or paper; Yale School of Leadership Summit
- Three Lucky Breaks — Three Exciting Careers2002 · Speech, memo or paper; Union League of Philadelphia
- The Investment Dilemma of the Philanthropic Investor2002 · Speech, memo or paper; The Philanthropy Roundtable
- After the Fall: What Lies Ahead for Capitalism and the Financial Markets?2002 · Speech, memo or paper; University of Missouri
- Don’t Count on It! The Perils of Numeracy2002 · Speech, memo or paper; Center for Economic Policy Studies, Princeton University
- Memorandum to Financial Intermediaries: How We Can Profit From The Experience of Corporate America2002 · Speech, memo or paper; American Life Insurance Council
- The Telltale Chart2002 · Speech, memo or paper; Morningstar Investment Forum
- Honoring Adam Smith2002 · Speech, memo or paper; Economics Pennsylvania
- Rebuilding Faith: Wealth Management in the New Era2002 · Speech, memo or paper; Changing the Game Thought-Leadership Forum
- A Lot Can Happen in 25 Years2002 · Speech, memo or paper; Association of Investment Management Sales Executives
- The End of Mutual Fund Dominance2002 · Speech, memo or paper; Financial Planning Association Forum
- A Nation Challenged…And Not Only From Abroad2002 · Speech, memo or paper; Philadelphia Academies Executive Forum
- Leadership: Creating a Firm With Character2002 · Speech, memo or paper; Johnson Graduate School of Management, Cornell University
- Entrepreneurship and Economic Progress2002 · Speech, memo or paper; Hollerith Lecture Series, Blair Academy
- Just When We Need It Most… Is Corporate Governance Letting Us Down?2002 · Speech, memo or paper; New York Society of Security Analysts
- Energy and Persistence Conquer All Things2002 · Speech, memo or paper; Benjamin Franklin Founders Award
- The Wisdom of Investment — The Folly of Speculation2001 · Speech, memo or paper; The Sixth Superbowl of Indexing
- Three Odysseys2001 · Speech, memo or paper; The Wisemen
- The Marriage of Information Technology and Investing: For Richer or Poorer?2001 · Speech, memo or paper; Society for Information Management
- Three Challenges of Investing2001 · Speech, memo or paper; AXA Rosenberg Group Client Conference
- What Will Survive Of Us Is Love2001 · Speech, memo or paper; United Way Community
- One in Mission2001 · Speech, memo or paper; Giving Forward Award
- Reinventing Mutual Funds2001 · Speech, memo or paper; Forrester Finance Forum
- At the 50-Year Mark — Looking Back, Looking Ahead2001 · Speech, memo or paper; Vanguard
- When Commitment Leads, Providence Follows2001 · Speech, memo or paper; Susquehanna University
- The Twelve Pillars of Wisdom2001 · Speech, memo or paper; Arizona Republic Investment Strategies Forum
- A Tale of Two Markets2001 · Speech, memo or paper; Trinity University
- After the Fall: What’s Next for the Stock Market and the Mutual Fund Industry?2001 · Speech, memo or paper; National Press Club
- The Stock Market Universe — Stars, Comets, and the Sun2001 · Speech, memo or paper; Financial Analysts of Philadelphia
- The Case of the Dog that Didn’t Bark2001 · Speech, memo or paper; Mutual Fund Directors Education Council
- Wisdom, Insight, and the Qualities of a Model Institution2000 · Speech, memo or paper; Eastern College commencement
- What Can Active Managers Learn From Index Funds?2000 · Speech, memo or paper; Bullseye 2000 Conference
- Success In Investment Management: What Can We Learn From Indexing?2000 · Speech, memo or paper; Investment Analysts Society of Chicago
- The Vanguard Story: Luck, Leadership and Strategy2000 · Speech, memo or paper; NYU Henry Kaufman Distinguished Visiting Professorship
- Public Accounting: Profession or Business?2000 · Speech, memo or paper; NYU Seymour Jones Distinguished Lecture
- The Financial Markets and the Mutual Fund Industry2000 · Speech, memo or paper; The Town Hall of Cleveland
- Tis The Gift To Be Simple2000 · Speech, memo or paper; Pennsylvania Chamber of Business and Industry
- Introduction of the President of the United States2000 · Speech, memo or paper; National Constitution Center groundbreaking
- Bread and Circuses2000 · Speech, memo or paper; World Affairs Council of Greater Valley Forge
- Business as a Calling2000 · Speech, memo or paper; William E. Simon Graduate School of Business, University of Rochester
- Remarks at Vanguard’s 25th Anniversary Dinner2000 · Speech, memo or paper; Vanguard
- Mutual Funds at the Millennium: Fund Directors and Fund Myths2000 · Speech, memo or paper; The ’40 Act Institute of the PLI
- A Businessman-Philosopher Considers the New Millennium2000 · Speech, memo or paper; Alumni Association of the Shipley School
- Risk and Risk Control in an Era of Confidence2000 · Speech, memo or paper; New England Pension Consultants
- The Dream of a Perfect Plan2000 · Speech, memo or paper; The Investment Forum and Expo
- The Power of Words, Ideas, Ideals, and Books2000 · Speech, memo or paper; Free Library of Philadelphia
- Technology: Follower or Leader? Bane or Blessing?2000 · Speech, memo or paper; Society for Information Management
- Human Beings: Essential Link in the Service-Profit Chain1999 · Speech, memo or paper; Harvard Business School
- Giving The Bond Fund Investor a Fair Shake1999 · Speech, memo or paper; Fixed Income Analysts Society Hall of Fame
- The Dream of a Perfect Plan1999 · Speech, memo or paper; Money Matters, Boston
- The Economics of the Mutual Fund Industry1999 · Speech, memo or paper; Albright College
- The Lengthened Shadow, Economics, and Idealism1999 · Speech, memo or paper; Princeton University Wilson and Princeton Dinner
- Adam Smith, the Invisible Hand, and the Mutual Fund Industry1999 · Speech, memo or paper; Pennsylvania Partnership for Economic Education
- Gentlemen … To Save Our Business from Ruin, We Must Reduce Expenses1999 · Speech, memo or paper; NAPFA
- The Fox, The Hedgehog, and The Cave1999 · Speech, memo or paper; NICSA Robert L. Gould Award
- Globalisation of Mutual Funds: Perspective, Prospects, and Trust1999 · Speech, memo or paper; International Bar Association Seminar
- And What Role Does the Law Play?1999 · Speech, memo or paper; NYU Center of Law and Business
- Changing the Mutual Fund Industry: The Hedgehog and the Fox1999 · Speech, memo or paper; Woodrow Wilson Award, Princeton University
- Investing with Simplicity1999 · Speech, memo or paper; The Washington Post Personal Finance Conference
- Acres of Diamonds1998 · Speech, memo or paper; Temple University
- Creating Shareholder Value: BY Mutual Funds or FOR Mutual Fund Shareholders?1998 · Speech, memo or paper; Investor Responsibility Research Center
- The Four Dimensions of Investment Return1998 · Speech, memo or paper; Institute for Private Investors
- The Search for the Holy Grail1998 · Speech, memo or paper; Institute for Quantitative Research in Finance
- Bond Funds: Treadmill to Oblivion?1998 · Speech, memo or paper; Fixed Income Analysts Society
- Honoring Our $4 Trillion Trust: Mutual Funds in the 21st Century1998 · Speech, memo or paper; NICSA 1998 Conference
- Reversion to the Mean: Sir Isaac Newton’s Revenge on Wall Street1998 · Speech, memo or paper; MIT Lincoln Laboratory Distinguished Lecture Series
- Happiness or Misery? Investment Performance in an Age of Investment Relativism1997 · Speech, memo or paper; Washington D.C. Society of Analysts
- Mutual Funds: Parallaxes and Taxes1997 · Speech, memo or paper; Association for Investment Management and Research
- Nothing Fails Like Success1997 · Speech, memo or paper; The Contrary Opinion Forum
- Mutual Funds: Parallaxes and Taxes1997 · Speech, memo or paper; Wealth Management Group, Northern Trust Bank
- Reflections on the Spirit of Entrepreneurship1997 · Speech, memo or paper; Greater Philadelphia Venture Group
- Mutual Funds and Life Insurance: Contrasts and Parallels1997 · Speech, memo or paper; American Council of Life Insurance
- The Riddle of Performance Attribution1997 · Speech, memo or paper; AIMR Financial Analysts Seminar, Northwestern University
- The Investment Outlook and Strategies in Our Global World1997 · Speech, memo or paper; Union League of Philadelphia
- The Implications of Style Analysis on Mutual Fund Performance Evaluation1997 · Speech, memo or paper; Morningstar Investment Conference
- On Leadership1997 · Speech, memo or paper; 176th Commencement of Widener University
- To What Avail? Computer Technology and Mutual Funds1997 · Speech, memo or paper; Grant’s Spring Investment Conference
- The First Index Mutual Fund1997 · Speech, memo or paper; Vanguard
- Be Not The First… Nor Yet The Last1996 · Speech, memo or paper; 1996 AIMR Annual Conference
- Mutual Funds in 1987: A $700 Billion Trust1987 · Speech, memo or paper; NICSA 25th Annual Conference
- Statistics and Suicide1984 · Speech, memo or paper; Institute of Quantitative Research in Finance
- The Professor, The Student, and the Index Fund1981 · Speech, memo or paper; Memo
- 1978 Wellington Fund memo1978 · Speech, memo or paper; Wellington Fund
- Marketing Mutual Fund Shares in the 1980’s1977 · Speech, memo or paper; NICSA 1977 Conference
- 1972 Wellington Fund memo1972 · Speech, memo or paper; Wellington Fund
Research papers 23
- The Index Mutual Fund: 40 Years of Growth, Change, and ChallengeFinancial Analysts Journal, 2016 · paywalled
- Journal of Portfolio Management article (vol. 43 no. 1)The Journal of Portfolio Management, 2016 · paywalled
- Journal of Portfolio Management article (vol. 42 no. 2)The Journal of Portfolio Management, 2016 · paywalled
- Journal of Portfolio Management article (vol. 42 no. 1)The Journal of Portfolio Management, 2015 · paywalled
- The Arithmetic of 'All-In' Investment ExpensesFinancial Analysts Journal, 2014
- Journal of Portfolio Management article (vol. 40 no. 4)The Journal of Portfolio Management, 2014 · paywalled
- Journal of Portfolio Management article (vol. 40 no. 5)The Journal of Portfolio Management, 2014 · paywalled
- Journal of Portfolio Management article (vol. 40 no. 1)The Journal of Portfolio Management, 2013 · paywalled
- The Clash of the Cultures: Investment vs. SpeculationThe Journal of Portfolio Management, 2011
- Markets in CrisisFinancial Analysts Journal, 2009
- The Fiduciary Principle: No Man Can Serve Two MastersThe Journal of Portfolio Management, 2009
- The End of Soft Dollars?Financial Analysts Journal, 2009
- A Question So Important That it Should Be Hard to Think About Anything ElseThe Journal of Portfolio Management, 2008
- Bringing Mutuality to Mutual FundsSSRN working paper, 2008
- Black Monday and Black SwansFinancial Analysts Journal, 2008
- The Relentless Rules of Humble ArithmeticFinancial Analysts Journal, 2005
- The Executive Compensation System is BrokenSSRN working paper, 2005
- The Uncanny Ability to Recognize the ObviousSSRN working paper, 2005
- The Mutual Fund Industry Sixty Years Later: For Better or Worse?Financial Analysts Journal, 2005
- The Relentless Rules of Humble ArithmeticFinancial Analysts Journal, 2005
- The Mutual Fund Industry 60 Years Later: For Better or Worse?Financial Analysts Journal, 2005
- Don’t Count on It: The Perils of NumeracySSRN working paper, 2003
- An Index Fund Fundamentalist Goes Back to the Drawing BoardThe Journal of Portfolio Management, 2002
Articles and essays 20
- Letter to the EditorThe Economist, 2014
- Letter to the Editor on hedge fundsThe Wall Street Journal, 2013
- On Mutual Funds, Cheaper is BetterThe Wall Street Journal, 2010
- A Crisis of Ethic ProportionsThe Wall Street Journal, 2009
- Letter to the EditorThe Wall Street Journal, 2007
- Vanguard: Saga of HeroesPepperdine University, 2007
- Value StrategiesThe Wall Street Journal, 2007
- Turn on a Paradigm?The Wall Street Journal, 2006
- Letter to the EditorThe Wall Street Journal, 2006
- Mutual Funds and Taxes (letter to the editor)The Wall Street Journal, 2006
- Comment letter on executive compensation and related party disclosureU.S. Securities and Exchange Commission, 2006
- The Amazing Disappearance of the Individual StockholderThe Wall Street Journal, 2005
- The Spitzer EffectThe Wall Street Journal, 2004
- Fair Shake or Shakedown?The Wall Street Journal, 2004
- Not-So Mutual FundsThe Wall Street Journal, 2003
- Specialist ManThe Wall Street Journal, 2003
- The Emperor’s New Mutual FundsThe Wall Street Journal, 2003
- Remaking the Market: Reality BitesThe Wall Street Journal, 2002
- How Mutual Funds Lost Their WayThe Wall Street Journal, 2000
- The Wall Street CasinoThe New York Times, 1999