Upcoming meetings:

 

Saturday September 12, 2020 at 10:30am

Do annuities make sense for your portfolio?

Our special guest will be Mel Turner.

This meeting will be 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:

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/