Upcoming meetings:
Saturday November21, 2020 at 10:30am
(Joint meeting with South Bay Bogleheads)
International Investing – Why it Matters
Speaker: Paul White, CFP, Relationship Executive, Flagship Select, The Vanguard Group
Saturday December 12, 2020 at 10:30am
Cybersecurity: Protecting Your Digital Assets
Speaker: Alan Baker
An interview with Alan on Gnat-TV
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 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/