Topic: Presentation by Chris Goslow on “Dogs of 2020 vs. Barron’s Top 10”, followed by open discussion on a range of season-appropriate topics: What are you thankful for this year? What are your biggest regrets? What are your financial goals or New Year’s resolutions? Time permitting, we’ll talk about how to future-proof your investments.

Topic: Interview with Bill Bernstein. He is a Boglehead, neurologist, author, and co-founder of Efficient Frontier Advisors. Learn more about his book The Delusions of Crowds in Kirkus’s review.

Topic: All About Real Estate: Members shared their knowledge and experience regarding home ownership and investing. This meeting was be co-produced with the South Bay Bogleheads chapter.

The presentation slides are here. The presentation video is here.

Topic: Lifestyles of the Rich and Frugal: A guided discussion on ways to build and preserve wealth.

We discussed the myriad ways to build and preserve wealth by living beneath ones means. All about spending less, lifestyle, how the average investor can live well without going into debt, the rewards of delayed gratification, ideas on how to implement a budget or mindset, when to increase spending. Asset allocations likely to result in sustained financial success in accumulation, early and late retirement phases.

Facilitator: Greg Dietrich. Greg has been an investor for nearly 20 years, gainfully unemployed for the last 5 of those years! He learned along the way that nurturing a portfolio of different investments combined with paying off debt (and more than a little luck) could lead to financial independence. When he’s not cooking up ideas for meetings, you’ll find him walking on the bike trail close to his house or planning his next vacation adventure.

Saturday, June 12, 2021

Facilitator: Greg Dietrich

Greg’s been an investor for nearly 20 years and unemployed for 5 of those years. More importantly, he learned along the way that nurturing a portfolio of different investments combined with paying off debt (and a bit of luck) could lead to financial independence. When he’s not cooking up ideas for meetings, you’ll find him walking on the bike trail close to his home or planning his next vacation adventure.

Sunday May 16, 2021

Topic: To Every Season
A Review of Estate Planning for Each Season of Life

Speaker: Nancy Williamson Esq. Her profile is here. Her presentation is here.

Saturday April 10, 2021

Beyond CDs and Bonds: Fixed Income Alternatives in the Low-Yield Environment

Speaker: Harry Sit

 

Saturday March 13, 2021

How Diversification Works

Speaker: Greg Dietrich

 

Greg’s presentation is here. The presentation video is here.

Other resources related to diversification:

Diversification (finance): https://en.wikipedia.org/wiki/Diversification_(finance)

The Intelligent Asset Allocator by William Bernstein, McGraw Hill 2001, 2017

5 Tips for Diversifying Your Portfolio: https://www.investopedia.com/articles/03/072303.asp

Vanguard’s Principles for Investing Success (2020): https://about.vanguard.com/what-sets-vanguard-apart/principles-for-investing-success/ISGPRINC_062020_Online.pdf

3 Ways Diversification Saved Us During the CoronaBear by Jim Dahle: https://www.whitecoatinvestor.com/diversification-saved-us-coronabear/

How Investment Diversification Works: https://money.howstuffworks.com/personal-finance/financial-planning/diversification.htm

How Diversification Works [Rebalancing] by Ben Carlson – A Wealth of Common Sense: https://awealthofcommonsense.com/2014/07/diversification-works-2/

How Does Diversification Actually Work? by Bob French, CFA: https://retirementresearcher.com/diversification-actually-work/

 

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