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Jack Bogle and Betterment

In the wake of Jack Bogle’s death in early 2019, we're publishing a series highlighting his perspective. In 2016, Betterment founder and CEO Jon Stein sat down with Bogle for a one-on-one taped interview. Ever supportive of Jon’s vision for finance, Bogle agreed to a far-ranging conversation on the issues of the day.

Before Jack and I had this conversation in 2016, we’d met several times, and each and every time, Vanguard’s founder was incredibly supportive of me as a person. When Jack died, I reflected on a meeting when I was attending business school and formulating Betterment as an idea; I also remembered our numerous meetings later in life. In one of these meetings, Bogle asked whether he could help Betterment in any way, and so, I asked him to do a taped interview.

We imagined at the time we’d put it out as a series of articles—aimed at capturing some of his devoted audience. And yet, as things sometimes go at a fast-moving technology company, we prioritized other work instead, and this interview got forgotten.

Now, as Jack’s gone, the interview feels almost like a precious asset. I wish I had dozens more hours to chat with Jack and get his perspective. He was such a titan of the financial industry. And reading his words continues to make me think harder about the work we do.

A Reflection by Jon Stein

Remembering Jack: Why There Is No Betterment without Bogle

Without Jack Bogle, Betterment probably wouldn’t have ever been. He leaves a legacy of customer-centricity to live up to.

A Conversation with Vanguard's Founder, Jack Bogle

The articles below offer annotated, abbreviated parts of a conversation between Jon Stein and Jack Bogle. The words are their own as individuals, and they don’t reflect the views of Betterment. If major sections have been removed, we’ve done so for readability or because a claim was made that’s out of date or unsubstantiated.

Bogle on the Retirement Industry, 401(k)s and IRAs Today

Jack Bogle discusses why indexing works and why it was important for the financial industry. And he and Betterment CEO Jon Stein look to the future of indexing and ETFs.

Bogle on the Importance of a Fiduciary Duty for Money Managers

Jack Bogle describes his strongly held views on fiduciary duty. In his words: “If you touch another person’s money, you [should be] a fiduciary.”

Bogle on Indexing and the Future of Investing

Jack Bogle discusses why indexing works and why it was important for the financial industry. And he and Betterment CEO Jon Stein look to the future of indexing and ETFs.

Bogle on Building Vanguard and Changing an Industry

Jack Bogle describes the challenges and thrill of building Vanguard, and what kept his team centered through tumultuous change. The first in our four-part Q&A series between Jack Bogle and Betterment’s Jon Stein.

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