Part 2 of 2
Legendary financial thought leader Charles Ellis has spent 60 years researching and advising top investment professionals and firms. In part two of his exclusive WEALTHTRACK interview he discusses how individuals can create the best financial plan for their specific situation.
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ELLIS: VANGUARD TRANSFORMED
Investment giant Vanguard has been closely identified with its founder John “Jack” Bogle, who created the first index fund for individual investors there in 1976. Bogle left the firm in 1996, but as Charles Ellis explains in Inside Vanguard, Vanguard underwent a transformation after Bogle left.