Meetings

Upcoming meetings:

Saturday, June 10, 10:30am

Topic: Making better decisions about when to retire

Presenters: Stephen Chen and Nancy Gates, CEO and education coach of NewRetirement.com

 

Saturday, July 8, 10:30am

Double header:

Presenter: Nancy Williamson, Four Season Estate Planning

Topic: Nancy returns to talk with the Bogleheads about estate planning topics from her new book, Wrapping Up Loose Ends: 8 Simple Action Steps

After Nancy's presentation, a mystery speaker will talk about what to expect in one's first year as an investor.

Past meetings:

Saturday, May 13

Topic: The Investor's Toolkit--Ideas to help you invest with confidence

Presenter: Greg D.

The presentation slides are here. The presentation links are here.

Saturday, April 15

Open forum--investing plans and questions

Saturday, March 11

Topic: Tax Loss Harvesting

Presenter: Ravinder B. He is a Corporate Finance professional and has been a Boglehead for over two decades. He has learned over that period that while keeping investments simple leads to best performance (a 3-fund portfolio works amazingly well), taxes can sometimes require a little complexity for best outcomes.
Ravinder's slides are here. Huey T's Roth IRA Distribution Rules are here.

Saturday, February 25, 2023 at 10:30am Pacific Time

Topic: The Rudiments of Retirement: Developing a Distribution Plan

Presenter: Steve Shaffer

 

Steve is a Health Physicist for the US Nuclear Regulatory Commission. He has been a member of the Philadelphia Bogleheads for the past 6 years. His knowledge is self taught through reading dozens of books on financial planning and retirement. He has given numerous presentations to his local Bogleheads chapter and to colleagues at work.

Steve's slides are here. His fact sheet is here. The meeting video is here.

Saturday, February 11, 2023

Topic: Driving Electric: An Electric Car Primer--Viability, Performance, and Cost

Californians are embracing electric cars. Sales here have doubled in the past two years and 16% of all cars sold in California last year were electric. Topics include costs, performance, maintenance, charging logistics, and overcoming range anxiety.

Presenter: Alan Baker

 

Alan was a Senior Information Technology Specialist at IBM and in his earlier days he was a C-130 pilot. He and Jim Cosgrove founded the South Bay Bogleheads.

 

The presentation slides are here. The video of the meeting is here.

Saturday, December 10

A Midwinter Day's Meetup

Discussion Topics:

  • Invest Like a High Net Worth Investor
  • My Spending Plan Sucks! ~ Grappling with Inflation in Uncertain Times
  • A Million is Not Enough or: How I Learned to Stop Worrying and Love the 2% Rule

Links:

Saturday, November 5, 2022

Topic: Healthcare--Private insurance, ACA, HSA's, Medicare

Panelists: Harry Sit (left), Jeanne Texeira (center), and Greg Dietrich, moderator (right)
Presentations:

The Healthcare Maze by Jeanne Texeira

Saturday, October 8, 2022

Topic: Simple & Effective Balanced Lifetime Portfolios -- 2022 Update
Straightforward portfolios that achieve massive diversification across industries, geographies, stocks, bonds, and various equity premium factors plus two Funds for Life strategies that augment target-date funds to reduce risk with age, increase expected returns, raise safe withdrawal rates, and achieve higher overall survival rates. Chris will also compare past performance to more complex approaches, showing that complexity is not necessary in accumulation or retirement.
Chris Pedersen is Director of Research at The Merriman Financial Education Foundation and creator of the 2 Funds for Life investing approach to augmenting target-date funds. He is an engineer by training and a new opportunity finder by nature. In his work for the foundation, he develops and maintains a set of best-in-class exchange-traded fund (ETF) recommendations, the customizable Merriman Aggressive Target Date glidepath calculator, and regularly contributes to articles and podcasts.  Like the rest of the Merriman Foundation staff, his work is motivated by a genuine desire to learn and help, free of any financial incentives or conflicts of interest.
Presentation:  PDF  |  Video

Saturday, September 17, 2022

Our first in-person meeting since March 2020.

Saturday, August 13, 2022

Topic: Double Header: The Boglehead Traveler and Is Crypto the New Tulipmania?

The Boglehead Traveler: Led by Greg Dietrich

When Greg isn't cooking up ideas for meetings, you’ll find him walking on the bike trail close to his house or planning his next vacation adventure.

What travel tips have worked for you? We’ll pool our suggestions for saving money on airline tickets, accommodations, meals and experiences, international travel, eco-tourism, cruises, guided tours vs. doing it yourself, how to plan trips, maintain a budget and maximize enjoyment while being frugal, when to splurge, getting the most from your money.

Is Crypto the New Tulipmania? Led byChris Goslow

 

Chris is a composer, pianist, and piano teacher. He and his wife have lived happily in Sacramento since 2012. Chris is an advocate for index fund investing and financial literacy.
In the recent years, perhaps no asset class has gotten more attention than cryptocurrency. For millions of people, crypto represents the possibility of riches, not to mention the world-changing benefits of blockchain technology. As a technology, it is surely innovative. But as an investment? Time will tell whether "this time it's different", or whether crypto is another bubble waiting to burst--another "tulipmania" sent to teach us yet again the devastating folly of greed and naivete.

 

Saturday, July 16, 2022

Topic: What if this turns out to be a terrible time to retire?
Presenter: Christine Benz, CFP®. She is Morningstar's director of personal finance and author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances and the Morningstar Guide to Mutual Funds: 5-Star Strategies for Success. She also serves as the director of media relations for The John C. Bogle Center Foundation for Financial Literacy, the parent organization of the Bogleheads.
Presentation: PDF  |  Video

Christine Benz, Morningstar

 

Saturday, June 11, 2022

Topic: The Four-Letter Words of Investing (FEAR and RISK) and how to navigate them through volatile times. The presentation slides are here.
Presenter: Chris Goslow. Chris is a composer, pianist, and piano teacher. He and his wife have lived happily in Sacramento since 2012. Chris is an advocate for index fund investing and financial literacy.
Presentation:  Video

Saturday, May 14, 2022

Topic: The Education of an Index Investor: Philosophy, Strategy, and Discipline
Presenter: Rick Ferri, CFA. The John C. Bogle Center Foundation for Financial Literacy is the parent organization of the Bogleheads and Rick is the president of the board. He is a former US Marine Corps pilot and the author of 7 books on investing.
Presentation: PDF  |  Video

Saturday, April 9, 2022

Topic: The Investor's Imperium: A Guided Discussion
Impresario: Greg Dietrich

Saturday, March 12, 2022

Topic: Rebalancing: Staying the course with your target asset allocation
Presenter: Jerome Moisand
Presentation: PDF  |  Video  |  Spreadsheet

Jerome spent his career working in Telecommunications in various engineering, product management and strategy & planning positions. He's now financially independent and volunteers part of his time on personal finance and passive investing topics. He's an active member of the Bogleheads community, maintaining various historical databases, occasionally writing blog articles. He acted as the coordinator of the Metro-Boston Bogleheads chapter for 6 years. When not playing with spreadsheets, Jerome likes to fish, travel and read.

Saturday, February 12, 2022

Topic: Bogleheads Talk Money--a Call-in Show: Questions Asked, Questions Answered
This meeting was sponsored by Sacramento Area Bogleheads and South Bay Bogleheads.

 

Saturday, January 8, 2022

Topic: Presentation by Ravi Ranganathan on "Doomed to Failure: Why Humans Weren't Built to Play the Market and How to Use This Knowledge to Your Advantage as an Investor". Ravi used concepts from behavioral psychology, decision science, evolutionary psychology, causality illusions, and black swan blindness to explain why our incredible mental circuitry that's designed for efficiency and survival is ill-equipped for the task of winning in the markets.
Presentation:  PDF |  video
Ravi Ranganathan is a lead software engineer at Netflix. He is married and has a 19-month-old. In his spare time he enjoys Mediterranean cooking, macroeconomics, and French. He began investing at age 18.

Earlier meetings are here.