Upcoming meetings:

 

Saturday October 10, 2020 at 10:30am

Uncommon Common Sense: Investing in Index Funds

Speaker: Greg Dietrich

 

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

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 September 12, 2020 at 10:30am

Do annuities make sense for your portfolio?

This was a joint Zoom meeting of the Sacramento and South Bay Bogleheads chapters.

Mel Turner’s slides in PDF format

https://drive.google.com/file/d/1kT3xqqNRYnfljxjRKQnDBaTWJ4l44KbE/view?usp=drivesdk

Annuity Riders | 11 Most Common Annuity Riders to Fit YOUR Needs, by Jeff Rose, Good Financial Cents, 2020

https://www.goodfinancialcents.com/annuity-quotes/riders/#11-most-common-annuity-riders

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/