Episode 034 Bogleheads on Investing, guest Jason Hsu, host Rick Ferri

Episode 034 transcript, May 28, 2021 Rick Ferri interviews Jason in the June 2021 Bogleheads on Investing podcast. We discuss his academic and professional careers, value investing, efficient markets, active management in the US and in China, and why less desirable Chinese companies prefer to list their shares on US stock exchanges rather than in … Read more

Chicago Virtual Chapter: James Please and FI Calc

On Wednesday, May 5th, 2021 the Chicago chapter hosted a video with James Please, the developer of the product FI Calc. The video includes a demonstration of the product and a Question & Answer session. If you already use the product, this is a great way to ask any questions you may have. If you … Read more

Bogleheads Local Chapter Series: Allan Roth Starting Out Q&A

The San Antonio Local Chapter hosted this video with Allan Roth on May 20, 2021. The meeting was designed as a Q&A session targeting the Starting Out Life Stage. Allan is an MBA, CPA, CFP, and is extremely knowledgeable and a delightful presenter and Bogleheads favorite. He has been on the Panel of Experts at … Read more

Episode Mid Life Stage: Bogleheads® Life Stages New Retirement

In this episode of our Local Chapters Getting Started series, Michelle Dash and Steven Chen, the Founder of New Retirement, demonstrate the product and answer questions. This meeting took place on April 7, 2021 and the recording was posted on May 4, 2021. Topics covered include: Coach Suggestions – an automated assessment of your plan … Read more

Episode 03: Bogleheads® Life Stages with Paul Merriman

The third episode in the Local Chapters Getting Started series of virtual meetings is with Paul Merriman, a well-known financial writer and popular speaker. His topic is: “We’re Talking Millions!” This is 1-1/2 hour presentation followed by a 30 min open Q & A session. The session was held on May 3, 2021 and the … Read more

Bogleheads® Speaker Series video with Kara Beth Vance and Christine Benz

The John C. Bogle Center for Financial Literacy has published the sixth in its Bogleheads® Speaker Series videos. The John C. Bogle Center for Financial Literacy is pleased to present the sixth installment in the Bogleheads® Speaker Series! Morningstar director of personal finance Christine Benz and fee-only financial planner Kara Beth Vance of Timothy Financial … Read more

Episode 033 Bogleheads on Investing, guest Jeff Ptak, host Rick Ferri

Episode 033 Transcript, May 3, 2021 Rick Ferri interviews Jeff Ptak in the May 2021 Bogleheads on Investing podcast. Jeff Ptak, CFA, is the global head of manager research at Morningstar Research Services, LLC, and past president & chief investment officer of Morningstar Investment Services. He also Co-hosts Morningstar’s “The Long View” podcast with Christen Benz. … Read more

Episode 02: Bogleheads® Life Stages – Personal Financial Toolbox

The Local Chapters Life Stages series held its second on-line meeting with Boglehead member FiveK demonstrating the Personal Financial Toolbox. The meeting was held on March 31, 2021. The agenda is: 1) Tax calculations, especially including the marginal rate chart (25 mins)2) Form 8606 assistance (15 mins)3) Various templates available in the ‘Misc. calcs’ tab … Read more

Tampa Bay and South Florida virtual meeting with Mark Zoril & Jason Lynch

The Tampa Bay and South Florida local chapters sponsored an April 27, 2021 joint virtual meeting with Mark Zoril, the founder of PlanVision, and colleague Jason Lynch. This meeting isn’t intended to be an “infomercial”, but rather an opportunity to hear their investing philosophy and perspectives on topics of general interest to the Bogleheads community. … Read more

“Starting Out” Life Stage Chapter Video

On Tuesday April 6, 2021 the Bogleheads Life Stage series of video meetings met for a “Getting Started” interactive meeting with Mike Piper. Additional information: Slides Mike is a CPA and well-known author of many articles and books on personal investing, taxes and social security, including his best-seller “Investing Made Simple,” and other books in … Read more