Meetings

Upcoming meetings:

Saturday March 13, 2021 at 10:30am

How Diversification Works

Speaker: 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.

Brief presentation followed by Q & A open forum and discussion. There will be sufficient time for your questions on any financially related topic.

Our meetings are hosted on Zoom.  Video tutorials on Zoom are here.

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 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/