Jack Bogle is a hero in our world. He launched the Vanguard 500 Index fund forty years ago in 1976. The initial reception was unimpressive, raising only $11 million, which was far short of the $150 million target. Critics called the index fund “un-American” and boring when compared to the active funds that were heavily advertised.

The S&P 500 Index fund gathered assets slowly in the beginning, but now is the second largest mutual fund in the world, with assets of over $255 billion. The total assets in all index and exchanged-traded funds is now $5 trillion. Investors have seen the evidence and are voting with their dollars. Happy Birthday Index Funds!

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Our own Matt Hall was honored to be invited as a panelist at the annual Financial Planning Association Conference. His session, Citizens of the World: Developing Confidence in Global Investment for Better Portfolio Management, was moderated by financial journalist Charles Sherry. Robert Van Beek, who is converting Odds On to Dutch, and Sarah Newcomb, author of Loaded, were Matt’s co-panelists.

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Everyone loves a top 10 list!  This month Matt was asked to create a top 10 list for investors.  Many of you who know him will not be surprised by his answers.

Matt was honored to be featured in a publication like Sophisticated Living that is distributed to over 14,000 affluent Saint Louisans.  Be sure to pick up a copy this month (and check out page 104 where you can read “The 10 Things (Investors) Cannot Live Without”).

You can click the image or click here to read the digital magazine.