Upcoming meetings:

Saturday, June 26, 2021 at 2:02pm Pacific Time

 

Topic: The Two Oh Two

 

2 Bogleheads chapters
0 RSVP’s
2-minute talks

Members talk about what money has meant in their lives. Up to 10 members get 2-5 minutes to talk without interruption about whatever financially-related topic they wish.

Facilitator: Greg Dietrich

Our meetings are hosted on Zoom. To participate in the meeting, send an email to sacramento.bogleheads@gmail.com including your

First and last name
Bogleheads forum username (optional)
Email address
Cell phone number
City

 

Past meetings:

Saturday, June 12, 2021

Topic: Open forum: a guided discussion on all things financial.


Facilitator: Greg Dietrich

Greg’s been an investor for nearly 20 years and unemployed for 5 of those years. More importantly, he learned along the way that nurturing a portfolio of different investments combined with paying off debt (and a bit of luck) could lead to financial independence. When he’s not cooking up ideas for meetings, you’ll find him walking on the bike trail close to his home or planning his next vacation adventure.

Sunday May 16, 2021

Topic: To Every Season
A Review of Estate Planning for Each Season of Life

Speaker: Nancy Williamson Esq. Her profile is here. Her presentation is here.


Saturday April 10, 2021

Beyond CDs and Bonds: Fixed Income Alternatives in the Low-Yield Environment

Speaker: Harry Sit

Harry is the author of My Financial Toolbox: The Nuts and Bolts of Managing Your Money and he writes the popular The Finance Buff blog. His presentation slides are here.

 

Saturday March 13, 2021

How Diversification Works

Speaker: Greg Dietrich

 

Greg’s presentation is here.

Other resources related to diversification:

Diversification (finance): https://en.wikipedia.org/wiki/Diversification_(finance)

The Intelligent Asset Allocator by William Bernstein, McGraw Hill 2001, 2017

5 Tips for Diversifying Your Portfolio: https://www.investopedia.com/articles/03/072303.asp

Vanguard’s Principles for Investing Success (2020): https://about.vanguard.com/what-sets-vanguard-apart/principles-for-investing-success/ISGPRINC_062020_Online.pdf

3 Ways Diversification Saved Us During the CoronaBear by Jim Dahle: https://www.whitecoatinvestor.com/diversification-saved-us-coronabear/

How Investment Diversification Works: https://money.howstuffworks.com/personal-finance/financial-planning/diversification.htm

How Diversification Works [Rebalancing] by Ben Carlson – A Wealth of Common Sense: https://awealthofcommonsense.com/2014/07/diversification-works-2/

How Does Diversification Actually Work? by Bob French, CFA: https://retirementresearcher.com/diversification-actually-work/

 

Saturday February 20, 2021

Winners and Losers–2020 in the Rear View Mirror

Speaker: Greg Dietrich

Greg’s presentation is here

Recommended Article: How to Calculate your Return- The Excel XIRR Function

Saturday January 9, 2021

A Conversation with J.L. Collins

Author of The Simple Path to Wealth

Saturday December 12, 2020

Cybersecurity: Protecting Your Digital Assets

Speaker: Alan Baker

Alan’s presentation is here.

An interview with Alan on Gnat-TV

Saturday November21, 2020

International Investing – Why it Matters

Speaker: Paul White, CFP, Relationship Executive, Flagship Select, The Vanguard Group

Paul’s presentation is here.

 

Saturday October 10, 2020

Uncommon Common Sense: Investing in Index Funds

Speaker Greg Dietrich’s presentation in PDF format – 33 pages/slides

 

Saturday September 12, 2020

Do annuities make sense for your portfolio?

This was a joint Zoom meeting of the Sacramento and South Bay Bogleheads chapters.

Speaker Mel Turner’s slides in PDF format

Annuity Riders | 11 Most Common Annuity Riders to Fit YOUR Needs, by Jeff Rose, Good Financial Cents, 2020

July 11, 2020: Social Security & Retirement Q&A

Mike Piper, CPA is the author of several books including Investing Made Simple. He runs the popular Oblivious Investor website and the Open Social Security calculator.

June 16, 2020: The Bogleheads Happy Hour

References:

Investing through Volatile Times (Part 2)
By Chris Goslow June 8, 2020

Rational Reminder Episode 100: Prof. Kenneth French: Expect the Unexpected by Ben Felix May 28, 2020

June 6, 2020: The Good, The Flawed, the Bad, and The Ugly

The World of Alternative Investments According to Larry Swedroe

Presentation Slides are here.

May 9, 2020: A Practical Guide to Staying Afloat

Presentation Slides are here.

Referenced Articles:

“What if You Only Invested at Market Peaks?”
Posted February 25, 2014 by Ben Carlson

April 11, 2020: Finding the Bottom: Choices During a Bear Market

Presentation Slides

Finding the bottom-Presentation.pdf

https://drive.google.com/file/d/17aVbDC0byLx_cchqI_bov9XR8EVLDIC9/view?usp=drivesdk

Referenced Articles:

From Harry Sit (aka The Finance Buff):

Tax Loss Harvesting vs Rebalancing vs Doing Nothing (2015)

https://thefinancebuff.com/tax-loss-harvesting-vs-rebalancing.html

Rebalancing in a Bear Market (2009)

https://thefinancebuff.com/rebalancing-in-a-bear-market.html

From Bogleheads:

Opportunistic Rebalancing: A New Paradigm

https://www.bogleheads.org/forum/viewtopic.php?t=10670

From Christine Benz: 10 Sources of Emergency Cash, Ranked from Best to Worst. Morningstar Mar 30, 2020

https://www.morningstar.com/articles/975122/10-sources-of-emergency-cash-ranked-from-best-to-worst

From Ben Carlson: My New Theory About Future Stock Market Returns, A Wealth of Common Sense

https://awealthofcommonsense.com/2020/04/my-new-theory-about-future-stock-market-returns/