Upcoming meetings:
Saturday March 13, 2021 at 10:30am
How Diversification Works
Speaker: Greg Dietrich
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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:
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/