Search found 1375 matches

by jeff mc
Mon Jan 16, 2023 6:32 pm
Forum: US Chapters
Topic: Minnesota Bogleheads Winter Meeting: Jan 21, 2023
Replies: 11
Views: 1889

Re: Minnesota Bogleheads Winter Meeting: Jan 21, 2023

Looks like another solid agenda. Hope to see everyone there very soon.

- J
by jeff mc
Mon Oct 17, 2022 7:48 pm
Forum: US Chapters
Topic: Minnesota Bogleheads Fall Meeting-Save the Date!
Replies: 3
Views: 937

Re: Minnesota Bogleheads Fall Meeting-Save the Date!

Here's the final agenda.

Hey, MN Bogleheads. If you're not yet on our mailing list, please send an email to mnbogleheads@gmail.com and ask to get added. See you on Oct-29.

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by jeff mc
Tue Apr 26, 2022 8:38 pm
Forum: Personal Finance (Not Investing)
Topic: Tax loss harvest question. Can use it to offset IRA -> Roth IRA conversion?
Replies: 3
Views: 509

Tax loss harvest question. Can use it to offset IRA -> Roth IRA conversion?

So, I have thousands in short term capital losses so far this year. Can I convert the same amount of losses from Traditional IRA to Roth IRA as a 1:1 offset, to "use up" all of those losses and pay no taxes on that conversion?
by jeff mc
Fri Oct 01, 2021 2:08 pm
Forum: Investing - Theory, News & General
Topic: Roth vs. aftertax in a 3-fund portfolio: where does the $ go?
Replies: 5
Views: 1356

Re: Roth vs. aftertax in a 3-fund portfolio: where does the $ go?

Thanks for your responses. Seems consensus is somewhere between A and C (with possibly a better bond vehicle than BND).
by jeff mc
Thu Sep 02, 2021 7:05 pm
Forum: Investing - Theory, News & General
Topic: Roth vs. aftertax in a 3-fund portfolio: where does the $ go?
Replies: 5
Views: 1356

Roth vs. aftertax in a 3-fund portfolio: where does the $ go?

Let's say in a simplified portfolio without any Traditional IRAs and that this is new money to invest (so there's no capital gains exposure), one wants to invest in the 3-fund portfolio. To maximize gains and reduce taxes, how should one be investing this $1M? Assume half is in a Roth IRA, and the other half is not in any retirement funds, but are just after-tax brokerage funds. And that the AA has been decided (see below). I'm interested in discussing the pros/cons of each option A, B or C. If we would add Traditional IRAs or traditional 401k investments to this mix, of course those would be in the TBM bucket. But let's keep this as simple as possible. Where should Roth money go and where should after-tax money go? What option do you think...
by jeff mc
Mon Jun 07, 2021 3:39 pm
Forum: US Chapters
Topic: Minnesota summer mtg w/ Mel Lindauer and Allan Roth is June-12, 11am CDT
Replies: 1
Views: 1692

Minnesota summer mtg w/ Mel Lindauer and Allan Roth is June-12, 11am CDT

We're really fortunate to have booked two stellar guests for our next MN BH meeting: Mel and Allan. (Their speaking fees are ridiculous! and their green-room demands are crazy :) Narrator intones: It is $0 and is a virtual meeting ) Saturday, June-12, at 11:00 (central of course). 11:00 – 11:05 Introduction of speakers & discuss format 11:05 – 11:45 Allan presentation 11:45 – 12:30 Q&A with Allan and Mel (pre-submitted questions and live questions) 12:25 – 12:30 Conclusion, thanks, and signoff Although there have been many questions already submitted, there will be some time to answer "live" questions from the Zoomers as well. A Zoom link has been sent to all MN Bogleheads on the list as of last week. See you soon. PS, The...
by jeff mc
Sat Feb 13, 2021 12:04 pm
Forum: Investing - Theory, News & General
Topic: Join us on February 13 for the Bogleheads Experts Panel!
Replies: 24
Views: 3697

Re: Join us on February 13 for the Bogleheads Experts Panel!

Brought me to an outlook calendar, which I don't use, and then the link isn't working for me, either.
by jeff mc
Wed Oct 14, 2020 12:06 pm
Forum: Investing - Theory, News & General
Topic: Can someone point me to 25 years worth of market returns that include dividends?
Replies: 9
Views: 1215

Re: Can someone point me to 25 years worth of market returns that include dividends?

For those more graphically inclined, instead of a staid table, here's our AA over time.

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I realize it doesn't make much sense to compare our return (made up of TSM, TISM, and TBM) to just TSM, but it's what I started doing a few decades ago and can't give it up now.

Image



If $100 invested in 1994...

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Model return vs. actual return (difference is that we used to have TIPS, and REITS, and SC, etc. so it wasn't a "pure" TSM or TBM... in last few years, it has been pure TISM, TSM and TBM, and thus the modeled vs. actual differences are near zero

Image
by jeff mc
Wed Oct 14, 2020 11:54 am
Forum: Investing - Theory, News & General
Topic: Can someone point me to 25 years worth of market returns that include dividends?
Replies: 9
Views: 1215

Re: Can someone point me to 25 years worth of market returns that include dividends?

Awesome. Exactly what I was looking for. In fact, in my tracking AA spreadsheet, I've (finally) replaced Nasdaq with TISM. I had been tracking Nasdaq returns for years, just because I used to invest in QQQ, and individual tech stocks back at the turn of the century. (yeah, that turned out well...). So, as pv.com doesn't readily have Nasdaq data, but does have TSM, TISM, and TBM data (which is what our AA is), I removed it and added TISM, and also retrofitted all of my prior annual benchmarks with this new data set. https://i.imgur.com/XD4sA3I.png https://www.portfoliovisualizer.com/backtest-portfolio?s=y&timePeriod=4&startYear=1985&firstMonth=1&endYear=2020&lastMonth=12&calendarAligned=true&includeYTD=false&i...
by jeff mc
Wed Oct 14, 2020 10:24 am
Forum: Investing - Theory, News & General
Topic: Can someone point me to 25 years worth of market returns that include dividends?
Replies: 9
Views: 1215

Can someone point me to 25 years worth of market returns that include dividends?

I'd love to get 3 data sets: Going back 25 years, the annual returns that include dividends of Total US stock market, Total Int'l stock market, and Total US bond market. ETF and mutual fund ticker prices of those benchmarks ignore the dividends.

Thanks in advance.
by jeff mc
Thu May 07, 2020 10:41 am
Forum: Personal Finance (Not Investing)
Topic: PPP - For those getting approved, what was the % given to you out of possible total?
Replies: 19
Views: 1327

PPP - For those getting approved, what was the % given to you out of possible total?

We applied (to four banks) and got approval with one bank last week. We were a bit startled to see the approved amount was just 50% of the amount we were expecting (2.5 times average monthly payroll).

Is this a common occurrence? Because we were feeling a bit worried that the PPP money would run out a second time, we accepted the loan for half of what we were expecting. The other 3 banks have kept us updated but none had come through with any 'final approvals'. So, clearly an example of a bird in hand is worth two in the bush...

So, if you received a loan, was it 100% of what you were expecting? 50%? What % did you get?
by jeff mc
Wed Jan 08, 2020 9:34 am
Forum: US Chapters
Topic: Minnesota BH Main Meeting : Saturday January 11, 2020
Replies: 5
Views: 1278

Re: Minnesota BH Main Meeting : Saturday January 11, 2020

SAT JAN 11 Partly Cloudy 17° HIGH 5° LOW 10% PRECIP

Seems like the weather is also agreeable. Looking forward to seeing everyone again. Cheers.
by jeff mc
Thu Oct 10, 2019 9:07 am
Forum: US Chapters
Topic: Minnesota mtg | Sat, Oct-12 | 9:30am | Minnetonka
Replies: 3
Views: 1629

Re: Minnesota mtg | Sat, Oct-12 | 9:30am | Minnetonka

Final reminder email is below... MN Boglehead Mtg | Sat Oct-12 @ 9:30am | Mntka | Final reminder | Final Agenda <to be removed from this list or change your email, please reply back> Hello, MN Boglehead folks! This is our final reminder of our upcoming meeting on Saturday. See attached agenda (and please print out your own copy) Who: All MN Bogleheads & guests What: Quarterly MN Boglehead meeting Where: Minnetonka, Ridgedale Library, Rohlf Meeting Room LINK When: Saturday, October 12, 9:30am - 11:30am Why: Discuss personal finances Agenda: KEYNOTE: Year-end planning: Do these things NOW Topics Covered: Calculating your income for the year, Online tax calculator, Paying estimated taxes, Using tax withholding from RMDs, The 2017 tax law c...
by jeff mc
Fri Sep 20, 2019 11:10 am
Forum: US Chapters
Topic: Minnesota mtg | Sat, Oct-12 | 9:30am | Minnetonka
Replies: 3
Views: 1629

Minnesota mtg | Sat, Oct-12 | 9:30am | Minnetonka

For anyone not on the MN mailing list but interested in attending, here's the info. (to get on the mailing list, email your request to mnbogleheads@gmail.com). We hope to see you there. ================================== Hello, MN Boglehead folks! So, we've drafted the October 12 meeting agenda. Who: All MN Bogleheads & guests What: Quarterly MN Boglehead meeting Where: Minnetonka, Ridgedale Library, Rohlf Meeting Room LINK When: Saturday, October 12, 9:30am - 11:30am Why: Discuss personal finances Agenda: Keynote: Year-end planning: Do these things NOW Calculating your income for the year Online tax calculator to figure out tax for the year Paying estimated taxes, when to pay, penalties for underpayment Using tax withholding from RMDs ...
by jeff mc
Sun Apr 21, 2019 7:05 am
Forum: US Chapters
Topic: Minnesota BH Main Meeting 4/20/19
Replies: 12
Views: 2550

Re: Minnesota BH Main Meeting 4/20/19

Dottie57 wrote: Sat Apr 20, 2019 1:52 pm Great Meeting. The main topic was informative and hilarious (at times)

Thanks to the organizers and moderators.
I'm glad you found it informative, Dottie. WIth such a fun and lively crowd, it was easy to do that talk.
by jeff mc
Fri Jan 18, 2019 8:25 pm
Forum: Investing - Theory, News & General
Topic: Tributes to Jack Bogle
Replies: 266
Views: 42904

Re: John Bogle has died at age 89

Thanks for that background. Love this story... Canes are for old people.. but sure, I'll use the walking stick. Love it. It's so Jack. "Lean on me" is a great memorial song for him. https://www.youtube.com/watch?v=qkaexjc-1os Sometimes in our lives We all have pain We all have sorrow But if we are wise We know that there's always tomorrow Lean on me! When you're not strong And I'll be your friend I'll help you carry on For it won't be long 'Til I'm gonna need Somebody to lean on Please! (please) Swallow your pride (pride) If I have things You need to borrow (For) for no one can fill Those of your needs That you wont let show So just call (call) on me brother (hey) When you need a hand (When you need a hand) We all need (need) some...
by jeff mc
Fri Jan 18, 2019 6:37 pm
Forum: US Chapters
Topic: Minnesota BH Main Meeting 1/26/19
Replies: 12
Views: 2302

Re: Minnesota BH Main Meeting 1/26/19

Another great agenda. Looks like an awesome meeting. cheers.
by jeff mc
Thu Jan 17, 2019 6:54 pm
Forum: Investing - Theory, News & General
Topic: John Bogle has died at age 89
Replies: 856
Views: 82093

Re: John Bogle has died at age 89

ram wrote: Thu Jan 17, 2019 6:30 pm He indeed single handedly changed the MF industry. RIP.
I was going to chastise you for your choice of words... then I realized I need to spend more time here, where MF isn't an adjective. (so, I'm self chastising here...)
by jeff mc
Wed Jan 16, 2019 6:38 pm
Forum: Investing - Theory, News & General
Topic: John Bogle has died at age 89
Replies: 856
Views: 82093

Re: John Bogle is dead at 89

12 years ago, when the retirement book came out and we did a local story about it (and the MN chapter), I sent a copy on to Jack. He sent me a thank you, which I've kept since... Class act... always and with every interaction.. with everyone it seems. He'll be missed.
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by jeff mc
Sat Dec 02, 2017 8:21 am
Forum: Personal Finance (Not Investing)
Topic: Best Financial Moves You've Made
Replies: 158
Views: 27736

Re: Best Financial Moves You've Made

retiring early from corporate job and helping spouse build her business(es). freedom. flexibility. higher income. an awakening.
by jeff mc
Fri Jan 27, 2017 7:11 am
Forum: US Chapters
Topic: Minnesota main mtg | Sat Jan-28 9:30am | FINAL reminder
Replies: 4
Views: 1615

Re: Save the date: Minnesota main mtg | Sat Jan-28 9:30am

Agenda has been finalized. A bit different than the draft, (or, "better", as we'd call it). KEYNOTE: Retirement Calculators: Using tools to plan, predict and spend With oodles of retirement calculators to choose from, it can be overwhelming to determine which one(s) are right for you. In today's main talk, several retirement calculators will be chosen and demonstrated, with emphasis on those that are low/no cost, can reproduce reality, have varied estimation models (e.g., Monte Carlo, average, historical returns) and platforms (internet, desktop), and with some basic attention to retirement spending models (e.g., constant real, stages of retirement). BREAKOUTS: A) Retirement calculators, continued: Take a "calculated calculat...
by jeff mc
Wed Jan 18, 2017 10:21 am
Forum: US Chapters
Topic: gen X / millennial kickoff mtg for minnesota BHs
Replies: 3
Views: 1306

Re: gen X / millennial kickoff mtg for minnesota BHs

Not sure if I am on the email list. But I am planning on attending this meeting tomorrow night. Can't wait! Great. See ya tomorrow. Send us an email to mnbogleheads@gmail.com to confirm you're on the MN GenX/Mil list. Here are some starter questions we'll have on a handout to help us get to know each other: How did you find the Minnesota Boglehead group? How was your 2016 in terms of personal finance? What changes are you thinking of making in 2017 with your finances / budgets / investments? What are your short-term issues that you're dealing with right now? What are your long-term goals with your investments. When to retire? When to change careeers? Housing changes, moving, etc? What recent threads on bogleheads.org have you enjoyed readi...
by jeff mc
Tue Jan 03, 2017 2:16 pm
Forum: US Chapters
Topic: Minnesota main mtg | Sat Jan-28 9:30am | FINAL reminder
Replies: 4
Views: 1615

Minnesota main mtg | Sat Jan-28 9:30am | FINAL reminder

Hello, MN Boglehead folks! So, we've drafted the January 28 meeting agenda. Who: All MN Bogleheads & guests What: Quarterly MN Boglehead meeting Where: Minnetonka, Ridgedale Library, Rohlf Meeting Room LINK https://goo.gl/maps/G6BAReoG7A72 When: Saturday, January 28, 9:30am - 11:30am Why: Discuss personal finances DRAFT agenda: Keynote: Retirement Calculators for both accumulators and retirees (creating interactive plan online) Breakouts: - Retirement Calculators continued discussion - Investment Fees continued from today, 401K, 403b, 457b - Pension Decision Making - Computer privacy and security issues, including Last Pass password management. - Q&A opportunity to ask question of experienced Boglehead - Gen X / Millennial focus: 52...
by jeff mc
Tue Jan 03, 2017 2:03 pm
Forum: US Chapters
Topic: gen X / millennial kickoff mtg for minnesota BHs
Replies: 3
Views: 1306

gen X / millennial kickoff mtg for minnesota BHs

blurb below is from email to the new MN splinter group... to be added, send email to mnbogleheads@gmail.com hello, fellow gen X / millennials: ...because that's how i see this new MN boglehead group... informal. peer-to-peer, not much structure except to plan some logistics of meeting places. i still find the 'main meeting' structured format to be useful and relevant (and required with 90 people showing up), but we have an opportunity to engage in more personal, unique ways with this new group. whereas we couldn't really crash a bar with 90 bogleheads and have no formal agenda, we CAN with this group. there are 45 people on this new list (all opted in, except for a few folks i added manually..., and if we get a third or half to show up, tha...
by jeff mc
Tue Jan 03, 2017 1:13 pm
Forum: US Chapters
Topic: Minnesota Bogleheads Meet Nov. 12, 2016
Replies: 45
Views: 10974

Re: Minnesota Bogleheads Meet Nov. 12, 2016

ARLJLKL wrote:
jeff mc wrote: We are creating a NEW splinter group: “MN Gen X / Millennial Bogleheads”. Much like the East side and West side splinter groups, this new group will meet in between the main meetings, also in a more casual environment (think “Bogleheads and a Brew”). The inaugural kickoff meeting of this new group is Thursday, January 19th, 7pm - ?
Is this meeting still scheduled for January 19th? Has a location been finalized?
Yes, we'll be meeting on Jan-19, at 7pm - ? but at a NEW location:

Cowboy Jack's in Woodbury. https://goo.gl/maps/pgkLtcnhZp82

We'll be soon sending out an email to anyone who has expressed interest in joining this new GenX/Mill group.
by jeff mc
Sun Nov 13, 2016 1:56 pm
Forum: US Chapters
Topic: Minnesota Bogleheads Meet Nov. 12, 2016
Replies: 45
Views: 10974

Re: Minnesota Bogleheads Meet Nov. 12, 2016

Holy cow Jeff mc! How did you gather together 90 Bogleheads up there in the frigid north - what's happening up there in Minnesota that the rest of us don't know :shock: And what are all those little moons doing swirling around your MN Boglehead Universe on your diagram? 8-) We're a social bunch up here... *especially* in frigid weather. Next answer... Well, that’s a great question. I have 3 answers... you can decide which one passes the smell test: Theory #1: I tried to represent how a star and its planets form out of a collapsing cloud of dust and gas within a larger cloud called a nebula. As gravity pulls material in the collapsing cloud closer together, the center of the cloud gets more and more compressed and, in turn, gets hotter. Thi...
by jeff mc
Sat Nov 12, 2016 11:02 pm
Forum: US Chapters
Topic: Minnesota Bogleheads Meet Nov. 12, 2016
Replies: 45
Views: 10974

Re: Minnesota Bogleheads Meet Nov. 12, 2016

Today I attended my first BH meeting and it was great! Thank you to everyone that makes this happen. Such a wonderful group you people have put together. I'll be out of town during the Jan/Feb meeting but I will definitely be at the April meeting. Justin Next main meeting: Saturday, Jan-28, same location, 9:30am. Agenda to follow. Mark your calendars! Thanks, Justin. The MN BH group is indeed an awesome group. 90 folks there today (well, that includes the 8 year old… we should talk to that “youngest Boglehead” about compound interest!). Tom did a great job with the estate planning keynote. Thanks! The engagement of this group continues to amaze us. We have 322 folks on the email list, so that means 28% of us attended the meeting. We are cr...
by jeff mc
Tue Nov 08, 2016 10:03 am
Forum: US Chapters
Topic: Minnesota Bogleheads Meet Nov. 12, 2016
Replies: 45
Views: 10974

Re: Minnesota Bogleheads Meet Nov. 12, 2016

Based on RSVPs, this should be another great meeting. Good weather, good group, good (well researched) topics. Thanks for the contributions, everyone.

See you Saturday
Skol!
by jeff mc
Thu May 05, 2016 3:20 pm
Forum: US Chapters
Topic: MN Bogleheads Meeting May 7th
Replies: 10
Views: 4291

Re: MN Bogleheads Meeting May 7th

sorry i'll miss this one. the panel discussion looks like it'll be great. i need to get into the red zone.
by jeff mc
Mon Feb 08, 2016 8:33 pm
Forum: US Chapters
Topic: MN Bogleheads Meet Sat., Feb. 6, 2016 - UPDATE
Replies: 4
Views: 1495

Re: MN Bogleheads Meet Sat., Feb. 6, 2016 - UPDATE

to be added to this mailing list, just drop us a line at mnbogleheads@gmail.com <to be removed from this list or change your email, please reply back> allo: 1. we had a great (big) meeting in a very small library room. 60 bogleheads made it. the official capacity of that room is listed as 100... i'd like to see that. our quest for the perfect meeting space continues (centrally located by freeways, large capacity, free to use, carpeted, w/ projector, available on saturday mornings, well lit, private, good parking). thanks to the panelists (the SOUR - State of Our Union Report idea, and the KISS principle (Keep It Simple, Saver), thanks to the table moderators and thanks to all the participants and attendees, too. see attached files for the t...
by jeff mc
Thu Feb 04, 2016 7:16 pm
Forum: US Chapters
Topic: MN Bogleheads Meet Sat., Feb. 6, 2016 - UPDATE
Replies: 4
Views: 1495

Re: MN Bogleheads Meet Sat., Feb. 6, 2016

NOTE: time of meeting start is 9:30, NOT 10:00. well, i hope to see all MN bogleheads on saturday. it's always awesome to meet face-to-face. at our november meeting, we had 65 folks show up. the RSVPs are a bit down from that this time, but really, there's never been a 'bad' boglehead meeting... it's all about the people, notwithstanding if there's 30 or 70 that show up. c'mon over! we've tweaked the breakouts slightly... here's the latest breakouts. the first portion of it will be a panel discussion around AAs. (panelists = Diann, Tom, Sandra. i'll moderate) group mod topic 10:35- 11:00 A Barb | Stock Market Volatility '16. Are you holding, rebalancing, panicking? Behavioral Finance. B Diann | Fund Selection:  Building a portfolio across m...
by jeff mc
Thu Nov 05, 2015 2:06 pm
Forum: US Chapters
Topic: MN Bogleheads Meet Nov. 7, 2015 -Update
Replies: 30
Views: 4727

Re: Minnesota Bogleheads Meet Nov. 7, 2015

well, my bias is clearly showing, but this meeting agenda indeed looks pretty timely and awesome.

see everyone saturday

jeff mc
by jeff mc
Tue Jul 28, 2015 7:05 pm
Forum: US Chapters
Topic: MN Bogleheads Mtg. Sat. August 1, 10:00 am
Replies: 6
Views: 1606

Re: MN Bogleheads Mtg. Sat. August 1, 10:00 am

thanks for posting this. looks like another good meeting. i've heard from many folks somewhat new to the MN group that they'll be attending. so... no pressure, but don't scare 'em off!
by jeff mc
Fri May 01, 2015 3:39 pm
Forum: US Chapters
Topic: minnesota mtg | may-2 | bloomington library | awesome
Replies: 8
Views: 2674

Re: minnesota mtg | may-2 | bloomington library | awesome

bikeguyken wrote:To bad, will miss this one Jeff. Don't get back from Texas until May 6th.
Ken
awww, ken.. c'mon.. it's not that far of a bike ride. if you left right now... safe travels!

we've had a MN boglehead generously offer to bring some chicken appetizers and tea to our meeting. we'll be looking forward to that. so far, it looks like 30-35 RSVPs...always room for more, however...

see ya tomorrow, everyone!
jeff mc
by jeff mc
Wed Apr 22, 2015 8:04 pm
Forum: US Chapters
Topic: minnesota mtg | may-2 | bloomington library | awesome
Replies: 8
Views: 2674

minnesota mtg | may-2 | bloomington library | awesome

hey, fellow minnesotans... i'm sure formatting will get a bit squirrelly... but here's the agenda. join the MN email list for the fully formatted PDF version... just send an email to mnbogleheads@gmail.com to join the MN email list. 9:30 WELCOME & UPDATES: Opening Remarks - Paul & Phil INTRODUCE yourself & share a tax experience- Use Turbo Tax, do-it-yourself, or? 9:45 PANEL DISCUSSION: "How Do Taxes Influence Your Money- Saving, Investing & Spending?" 10:25 BREAK: Arrange chairs for Breakout Sessions 10:30 1st BREAKOUT Session: 3 tables for 30 minutes 11:00 2nd BREAKOUT Session: 3 tables for 30 minutes 11:30 WRAP-UP Thanks for attending PLEASE RETURN tables, chairs & equipment BREAKOUT Sessions table mod topic...
by jeff mc
Tue Jan 27, 2015 3:47 pm
Forum: US Chapters
Topic: Minnesota mtg | Feb-7 @ 9:30am | Library in Minnetonka
Replies: 10
Views: 1665

Minnesota mtg | Feb-7 @ 9:30am | Library in Minnetonka

meetin' time again! for you MN Bogleheads. our email: <to be removed from this list or change your email, please reply back> Hello! Our next meeting has been planned and the steering team is anxious to meet everyone there for some awesome discussions. Saturday, February 7, note different time 9:30a-11:30a and note the new location at the Ridgedale Library, Rohlf Room in Minnetonka. We try to vary our meeting locations around the metro to any good central locations (we can't quite find a good, free central location, however). And as always, welcome to the new MN Bogleheads who have recently joined. See the attached agenda. Sandra and Diann are running this meeting. Looks like another great one! MN Bogleheads WINTER Meeting DATE February 7, 2...
by jeff mc
Fri Oct 31, 2014 7:06 am
Forum: US Chapters
Topic: Minnesota mtg | sat Nov-1 | 10:00am | agenda attached
Replies: 7
Views: 1825

Re: Minnesota mtg | sat Nov-1 | 10:00am | agenda attached

Savvy wrote:Looking forward to attending my first event and meeting some folks in the BH community!
hey, savvy... welcome to the group! see you saturday.

Just a quick reminder of our meeting tomorrow... Weather should be cold and precip free. The gophers have the Saturday off. Deer season is a week out. The markets are up (not that that matters!). The stars have aligned!
by jeff mc
Mon Oct 20, 2014 7:03 pm
Forum: US Chapters
Topic: Minnesota mtg | sat Nov-1 | 10:00am | agenda attached
Replies: 7
Views: 1825

Minnesota mtg | sat Nov-1 | 10:00am | agenda attached

hey, MN folks. we'll send out an email, too... but here's the agenda for our next meeting nov-1 in Bloomington at the Oxboro Library, 8801 Portland Ave S, Bloomington. hope you can join us! feel free to email us at MNbogleheads@gmail.com to be added to the mailing list.

Image
by jeff mc
Wed May 14, 2014 6:34 pm
Forum: US Chapters
Topic: Minnesota BH Mtg | Sat | May-17 | Agenda Enclosed
Replies: 0
Views: 569

Minnesota BH Mtg | Sat | May-17 | Agenda Enclosed

Hello, folks. See attached agenda. And we hope to see everyone Saturday. It looks like an awesome agenda that Paul and Phil have put together. See you soon! Minnesota Bogleheads Visit us at http://www.Bogleheads.org On Thu, May 1, 2014 at 8:47 PM, MN Bogleheads <mnbogleheads@gmail.com> wrote: <to be removed from this list or change your email, please reply back> Hello! Sorry for the confusion on the meeting dates, folks. We had to push back the meeting a bit, as early May is a busy time for free library rooms, apparently. None available! However, Saturday, May 17th, had openings. Note the new location. We try to vary our meeting locations, from east-side to west-side, north and south, to any good central locations (we can't quite find a go...
by jeff mc
Wed Jan 29, 2014 4:50 pm
Forum: US Chapters
Topic: Twin Cities Meeting
Replies: 6
Views: 1446

Re: Twin Cities Meeting

sorry, a bit late on the draw to respond to this.. see this post w/ agenda and directions for this saturday's meeting...

http://www.bogleheads.org/forum/viewtop ... st=1942420
by jeff mc
Wed Jan 29, 2014 4:31 pm
Forum: US Chapters
Topic: Minnesota BH meeting | Feb-1 | Edina | new format this time
Replies: 8
Views: 2578

Minnesota BH meeting | Feb-1 | Edina | new format this time

hello, folks.. to be added to the MN BH mailing list, please send an email to mnbogleheads@gmail.com Hello, Bogleheads! Meeting Information: Feb 1, Sat, 10:00-Noon Edina library. Map link: http://tinyurl.com/kutryxy Address: 5280 Grandview Square, Edina, MN 55436 Speaker: Bill C., estate planning attorney To take advantage of Bill's expertise and generosity, we're structuring the meeting differently. We're handing over the entire two hours to him to cover three main topics. Each topic will be followed by 10 min Q&A. No breakouts/table discussions this meeting but should be sufficient time to get some questions answered. All topics will have a Minnesota emphasis, updating us on current laws and options available to us. Topics likely will...
by jeff mc
Thu Oct 31, 2013 8:55 pm
Forum: US Chapters
Topic: minnesota mtg | sat nov-2 | oakdale
Replies: 0
Views: 579

minnesota mtg | sat nov-2 | oakdale

mtg sat! see attached agenda. thanks for the topic ideas... we hope to see you saturday... please print out the agenda if you plan on attending. thanks to all who have already RSVPed. knowing a head count helps w/ table setup, etc. saturday! Minnesota Bogleheads Visit us at http://www.Bogleheads.org hey, folks. we're gearing up for another boglehead investing meeting on saturday, nov-2, at the oakdale library, from noon until 2:00pm. directions: http://goo.gl/maps/PAmaK Oakdale Branch Library, 1010 Heron Avenue North, Oakdale, MN 55128 we need your agenda ideas. this is truly a peer-to-peer organization, and we have a great track record of you supplying topics that make up interesting, educational breakout sessions and then turning them int...
by jeff mc
Wed Jul 31, 2013 6:28 am
Forum: US Chapters
Topic: Minnesota BH Mtg: Saturday, Aug-3, 10:00am | Please RSVP
Replies: 2
Views: 950

Minnesota BH Mtg: Saturday, Aug-3, 10:00am | Please RSVP

email sent to the MN BHs...
Hello, MN Bogleheads!

The "Main" MN Bogleheads group is meeting on Saturday, August 3, from 10:00-12:00, at the Chanhassen Library. 7711 Kerber Blvd, Chanhassen, MN 55317. (convenient parking in Byerly's lot - just west of library). Directions http://tinyurl.com/nywdoet

See the attached agenda.

Future mtg schedule: 1st Saturday every 3 months:
...

Please RSVP so we can plan in advance for how best to set up chairs in the library room, etc.

We hope you can make it!
MN BH ST (MN Boglehead Steering Team)

Minnesota Bogleheads
Visit us at http://www.Bogleheads.org
by jeff mc
Thu May 02, 2013 6:21 pm
Forum: US Chapters
Topic: Minnesota Mtg | May-4 | Noon
Replies: 1
Views: 1069

Minnesota Mtg | May-4 | Noon

assuming the snow melts enough to travel on the roads and get us out of our igloos... we'll meet!
Hello, MN Bogleheads!

The "Main" MN Bogleheads group is meeting on Saturday, May 4, from 12:00-2:00, at the Oakdale Library. directions: http://goo.gl/maps/PAmaK Oakdale Branch Library, 1010 Heron Avenue North, Oakdale, MN 55128

NOTE: this starts at noon, not our usual 10:00!

See the attached agenda.

Future mtg schedule: 1st Saturday every 3 months:

Please RSVP so we can plan in advance for how best to set up chairs in the library room, etc.

We hope you can make it!
MN BH ST (MN Boglehead Steering Team)


Minnesota Bogleheads
Visit us at http://www.Bogleheads.org
by jeff mc
Sun Feb 03, 2013 10:34 am
Forum: US Chapters
Topic: Minnesota Mtg | Feb-2 | Edina | mtg minutes...
Replies: 3
Views: 1499

Re: Minnesota Mtg | Feb-2 | Edina | Agenda Attached

mtg minutes... hey, folks 37 bogleheads attended. matt bruun of BHB advisors http://bhbadvisors.com/ gave the keynote. see attached summary of his talk. we feel fortunate to have him break down the always changing, complicated tax code and then to stick around to answer questions. he (obviously) really knows his stuff. thanks, matt! (see his email in the CC above if you want to communicate directly with him) also, sandra mentioned that the U of M offers anyone in MN over 62 classes for only $10 a credit. any class! for like $30. hopefully that's still around in 50 yrs when i'm eligible... http://onestop.umn.edu/registration/special_for/senior_citizen_education_program.html also, paul s mentioned that gina henry is giving a talk on vacations...
by jeff mc
Fri Feb 01, 2013 5:32 am
Forum: US Chapters
Topic: Minnesota Mtg | Feb-2 | Edina | mtg minutes...
Replies: 3
Views: 1499

Minnesota Mtg | Feb-2 | Edina | mtg minutes...

email sent to the MN bogleheads... contact me if interested in attending. if you wish to unsubscribe or change emails, reply back hey, folks! • final reminder... saturday at 10:00-12:00 at edina library: 5280 Grandview Square, Edina. Google map: http://goo.gl/maps/xtRI7 • thanks to everyone that's already RSVPed.. never too late to RSVP (or just show up) • see attached agenda... please print out your agenda if attending. we'll have a few extra copies there, too • see you then! Minnesota Bogleheads Visit us at http://www.Bogleheads.org ============== Hello, MN Bogleheads! The "Main" MN Bogleheads group is meeting on Saturday, February 2, 10:00-12:00, at the Edina Library. Directions: 5280 Grandview Square, Edina. Google map link: h...
by jeff mc
Sun Oct 14, 2012 8:59 am
Forum: US Chapters
Topic: Minnesota Mtg | Nov-3 | Oakdale | Agenda Attached
Replies: 0
Views: 588

Minnesota Mtg | Nov-3 | Oakdale | Agenda Attached

Hey, MN folks. We're gearing up for the next "main" meeting on 3-Nov, 10-12:00, at the Oakdale library. We hope to see you there!

MN BH ST

Image
by jeff mc
Mon Jul 30, 2012 10:08 pm
Forum: US Chapters
Topic: Minnesota Meeting: May-5
Replies: 7
Views: 2542

Re: Minnesota Meeting: May-5

thanks, folks... for the votes of confidence.

i added you to the MN mailing list, Mandrale
by jeff mc
Mon Jul 30, 2012 10:06 pm
Forum: US Chapters
Topic: MN Meeting | August-4 | 10-12:00 | Edina
Replies: 1
Views: 784

MN Meeting | August-4 | 10-12:00 | Edina

contact me if interested in joining the MN Bogleheads!
[if you wish to unsubscribe or change emails, reply back]

The MN Bogleheads group will be meeting from 10:00-12:00 at .... Google map link >> ...<<

The principal topic will be Investment Policy Statements with breakout sessions on asset allocation and tax efficiency as they relate to Investment Policy Statements. See attachment for complete agenda.

Please RSVP so we can plan in advance for handouts needed.

We hope you can make it!

MN BH ST (MN Boglehead Steering Team)
by jeff mc
Sun May 06, 2012 7:21 pm
Forum: US Chapters
Topic: Minnesota Meeting: May-5
Replies: 7
Views: 2542

Re: Minnesota Meeting: May-5

mtg minutes... [if you wish to unsubscribe or change emails, reply back] Next Meeting: Saturday, August-4, 10:00-12:00 (probably in a West-side library) Mtg Attendees: 29 (this is our 24rd meeting, since kickoff meeting 3/12/05) The Steering Team is now in place and functioning. It's an exciting next phase for the MN Bogleheads.. 185 strong! (and growing) John asked about metrics or sites to gauge how one is doing compared to others at similar ages, etc. and we mentioned this thread: http://www.bogleheads.org/forum/viewtopic.php?f=10&t=88801 See attached files for a "fill in the blank" IPS, a summary of the Boglehead philosophy, and the Powerpoint that Tom used during the introductory comments. We discussed FIRE-calc in one or...