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References

11. Jason Zweig, “Brain Tour: It’s a pleasure,” CNN Money, Sept. 27, 2002, http://money.cnn.com/2002/09/16/pf/investing/agenda_brain5/ 12. Dr. Ian Ayres, Dr. Peter Ayton, Dr. Greg B. Davies, Dr. Barbara Fasolo, Professor Thorsten Hens, Sheena Iyenger, Dr. Annie Koh, Dr. Neil Stewart, Rory Sutherland, and Dr. Chun Xia, “Risk and Rules: The Role of Control in Financial Decision Making,” Barclays Wealth Insights, vol. 13 (2011). 13. Dalbar, Inc., “2014 Quantitative Analysis of Investor Behavior,” (2014). 14. IFA Index Portfolio 100, 1/1/1928 to 12/31/2017. Source: www.ifabt.com.

15. Michael DiJoseph, Colleen Jaconetti, Francis Kinniry, Yan Zilbering, “Putting a value on your value: Quantifying Vanguard Advisor’s Alpha,” (Vanguard, 2014) 16. The 109% figure that was calculated in the Morningstar study occurred during a period when there was a high benefit to rebalancing. The 109% applied to individual mutual funds only and would not be applicable to the return shown for a portfolio of mutual funds across different asset classes. 17. Disclosures for Investor Success Chart 1. John C. Bogle, The Little Book of Common Sense Investing: the Only Way to Guarantee Your Fair Share of Market Returns. Hoboken, NJ: John Wiley & Sons, 2007. 56. Print. 2. Jason Zweig, “What Fund Investors Really Need To Know. Our exclusive study of mutual fund returns shows which ones really made money for investors and which ones took shareholder for a costly ride.” CNNMoney - Business, Financial and Personal Finance News. June 1, 2002. Web. 14 Nov. 2011. 10. http://money. cnn.com/magazines/moneymag/moneymag_archive/2002/06/01/323312/ index.htm. 3. Dalbar. “Helping Investors Change Behavior to Capture Alpha.” Quantitative Analysis of Investor Behavior. April 2013. 12. http://www.qaib.com/. 4. John C. Bogle, “Bogle Financial Markets Research Center.” Vanguard - Mutual Funds, IRAs, ETFs, 401(k) Plans, and More. 8 Jan. 2010. Web. 14 Nov. 2011. http://vanguard.com/bogle_site/sp20071015.html. 5. Dalbar. “Helping Investors Change Behavior to Capture Alpha.” Quantitative Analysis of Investor Behavior. April 2014. http://www.qaib.com/. 6. Ilia D. Dichev, Gwen Yu, “Higher Risk, Lower Returns: What Hedge Fund investors Really Earn.” Journal of Financial Economics. 25 Jan. 2011. http:// www.people.hbs.edu/gyu/HigherRiskLowerReturns.pdf

Index Funds: The 12-Step Recovery Program for Active Investors  

This book reveals the potential land mines and pitfalls of active investing and educates readers on the benefits of passive investing with i...

Index Funds: The 12-Step Recovery Program for Active Investors  

This book reveals the potential land mines and pitfalls of active investing and educates readers on the benefits of passive investing with i...