Search found 59 matches

by jc42
Tue Oct 01, 2019 1:31 pm
Forum: US Chapters
Topic: San Jose, CA Area Bogleheads Chapter
Replies: 127
Views: 97674

South Bay Bogleheads, October 2019, Meeting Announcement

Hello South Bay Bogleheads! Our next meeting will be on Monday, October 14th , from 7-9pm at Merrill Gardens in Campbell . The evening's topic will be What's In Your Personal Finance Toolbox? In this interactive session we'll share information about our favorite financial and investment tools-- what they are, how and why we use them. This will be useful to DIY'ers like us because, like, we do it ourselves. Pick-up great ideas to simplify and improve your financial decision-making. Or just feel good about what you're already doing. There'll be over 500 years of combined money management experience in the room. Come and tap into it. All are welcome. No RSVPs are needed. You need not be a Vanguard client. Your generous donations help us provid...
by jc42
Fri Sep 06, 2019 10:17 pm
Forum: US Chapters
Topic: San Jose, CA Area Bogleheads Chapter
Replies: 127
Views: 97674

Re: San Jose, CA Area Bogleheads Chapter

You can find out the answers to that by coming to our meeting this coming Monday.
But if you can't make that, the presentations will be posted on our Chapter website soon thereafter.
I'm sure the answers will be in there.
by jc42
Sat Aug 31, 2019 3:21 pm
Forum: US Chapters
Topic: San Jose, CA Area Bogleheads Chapter
Replies: 127
Views: 97674

South Bay Bogleheads: September 2019 Meeting Announcement

Hello South Bay Bogleheads! Here we are, heading into the Fall Trimester. Our next meeting will be on Monday, September 9th , from 7-9pm at Merrill Gardens in Campbell . The evening's topic will be Balanced Investments . Balanced investments can be held in mutual fund or ETF formats. They can be index-based or actively managed. There are three distinct flavors: Classic Static Allocation Target Date Each of these can be useful for different kinds of situations and objectives. Our panel of knowledgeable and experienced investors will take us on a guided tour. We invite you to send in your questions on this topic over the next few days. Just send them as a Reply to this message. Tell us what you'd like to know and the chances are good we can c...
by jc42
Mon Jul 01, 2019 2:37 pm
Forum: US Chapters
Topic: San Jose, CA Area Bogleheads Chapter
Replies: 127
Views: 97674

South Bay Bogleheads: July 2019 Meeting Announcement

Hello South Bay Bogleheads! Our next meeting will be on Monday, July 15th , from 7-9pm at Merrill Gardens in Campbell . The topic will be The Principles for Successful Investing . Whether you're an experienced investor or just getting your feet wet, this is a great program to refresh or learn the essentials that will keep you on track. The format will be a short introduction followed by guided opportunities to interact with other Members on the Principles. Material has been drawn from far and wide, so it includes Boglehead stuff as well as gems from other sources. All are welcome. No RSVPs are needed. You need not be a Vanguard client to attend. There is no fee, so your generous voluntary donations are used to provide water and healthy snac...
by jc42
Sat Jun 01, 2019 9:36 am
Forum: US Chapters
Topic: San Jose, CA Area Bogleheads Chapter
Replies: 127
Views: 97674

South Bay Bogleheads, June 2019 Meeting AnnouncementRe: San Jose, CA Area Bogleheads Chapter

Hello South Bay Bogleheads! Our next meeting will be on Monday, June 10th, from 7-9pm at Merrill Gardens in Campbell. The topic will be An Experiment with Investing in Dividend Aristocrats. I'll be discussing Year One of this experiment. In it, I'll cover: * The attraction of dividend focused investing. * Who are the Dividend Aristocrats? * Selecting benchmarks. * Portfolio management rules. * Behavioral challenges. * Outcomes for Year One. * What's next? If you've heard about dividend investing and wonder if it's worth it, come and hear my story. All are welcome. No RSVPs are needed. You need not be a Vanguard client to attend. Your generous voluntary donations are used to provide water and healthy snacks. New to Merrill Gardens? Here's im...
by jc42
Tue May 14, 2019 7:03 pm
Forum: US Chapters
Topic: San Jose, CA Area Bogleheads Chapter
Replies: 127
Views: 97674

Re: San Jose, CA Area Bogleheads Chapter

May 13th meeting notes have been posted at https://southbaybogleheads.com/meetings/
by jc42
Tue Apr 30, 2019 10:24 pm
Forum: US Chapters
Topic: San Jose, CA Area Bogleheads Chapter
Replies: 127
Views: 97674

South Bay Bogleheads, May 2019 Meeting

Hello South Bay Bogleheads! Our next meeting will be on Monday, May 13th , from 7-9pm at Merrill Gardens in Campbell. The topic will be Working with a Financial Planner . It will be presented by Harry Sit. Harry says that working with a good financial advisor can help set you on the right tracks, but you have to be careful to choose the right advisor and not overpay. He'll cover topics such as: > Good reasons to use an advisor...and not so good ones. > Different types of advisor services. > How do planners charge? How fees are set. What should I expect to pay? > Selecting an advisor who will work in your best interest. > Alternatives to using an advisor. All are welcome. No RSVPs are needed. This is a great topic for couples. You need not b...
by jc42
Wed Apr 03, 2019 12:31 am
Forum: US Chapters
Topic: San Jose, CA Area Bogleheads Chapter
Replies: 127
Views: 97674

April 2019 Meeting Announcement CORRECTED!

Hello South Bay Bogleheads! Our meeting this month has been changed to Monday, April 22nd , from 7-9pm at Merrill Gardens in Campbell . This is a change from the earlier notice that set the meeting for April 8th. All are welcome. No RSVPs needed. You need not be a Vanguard client to attend. The topic is widely recognizable, familiar, and unchanged from the previous announcement: Taxes! The format will include several short presentations. We'll hear about tools and tax preparation, tax law changes, gifts, charitable donations, and tax implications for retirees. Then there'll be plenty of opportunity for questions, sharing experience, and learning. The focus will be on what we learned about taxes this year and what we'll do differently as 201...
by jc42
Mon Mar 04, 2019 11:04 pm
Forum: US Chapters
Topic: San Jose, CA Area Bogleheads Chapter
Replies: 127
Views: 97674

March 2019 Meeting Announcement

Hello South Bay Bogleheads! This month we're celebrating our 4th year anniversary as a Boglehead chapter. Shows you what can happen when two guys get together for drinks on St. Patrick's Day! It's a true story. Our meeting this month will be on Monday, March 11th , from 7-9pm at Merrill Gardens in Campbell. Our topic this month is: Portfolio Power Tools: Diversification, Asset Allocation, and Rebalancing. Power tools are useful, but can be dangerous if not used correctly. We'll have a distinguished panel of experienced, smart people who will charm, delight, and educate you. As is our custom, there'll be time for your questions, opinions, and real-world experience. All are welcome. No RSVPs needed. You need not be a Vanguard client. As usual...
by jc42
Sun Feb 03, 2019 10:52 am
Forum: US Chapters
Topic: San Jose, CA Area Bogleheads Chapter
Replies: 127
Views: 97674

South Bay Bogleheads, February 2019 Meeting Announcement

Hello South Bay Bogleheads! Gung Hay Fat Choy! We’re beginning 2019 again, this time with Chinese New Year! Our meeting this month will be on Monday, February 11th , from 7-9pm at Merrill Gardens in Campbell. All are welcome. No RSVPs needed. You need not be a Vanguard client to attend. Our topic this month is appropriate to the seasonal celebration: International Investing. The format will be a Group Discussion. Everyone will have an opportunity to ask questions, express opinions, and share their experience with ex-US investing. In the course of the evening, we'll break out into smaller sub-groups; this will increase your opportunity to share and learn. If you're uncertain or even clueless about international investing, this is your chance...
by jc42
Thu Jan 03, 2019 12:14 pm
Forum: US Chapters
Topic: San Jose, CA Area Bogleheads Chapter
Replies: 127
Views: 97674

South Bay Bogleheads January Meeting

Hello South Bay Bogleheads! Happy New Year! We’re beginning 2019 with a meeting on Thursday, January 10th , from 6:30-9pm at Merrill Gardens in Campbell. All are welcome. No RSVPs needed. You need not be a Vanguard client to attend. Doors will open at 6:30 for our first-ever Great Finance & Investment Book Giveaway! Who’s giving books away? You are! Some of your personal finance and investment books are just posing as clutter and gathering dust, right? Now’s your chance to pass them along for a good cause. Just bring ‘em in and let ‘em go. (I’m bringing four, myself!) Are you on the look-out for a helpful personal finance or investment book? Here’s your chance. You can’t beat the zero price point! Beginning at 7:00pm , the main topic of...
by jc42
Mon Sep 03, 2018 8:17 pm
Forum: US Chapters
Topic: San Jose, CA Area Bogleheads Chapter
Replies: 127
Views: 97674

South Bay Bogleheads, September 2018 Meeting Announcement

Hello South Bay Bogleheads! Hope you're enjoying the waning days of Summer. September is here and it's time to start meeting again. We'll kick-off the Fall season on Thursday, September 20th , from 7-9pm at Merrill Gardens in Campbell. First, Christina Salumaa will announce our Venue Discovery contest. You might have noticed, we're using all the available chairs at our meetings. It's time to find a larger space. Christina will fill us in on the details. There will even be prizes! The featured topic of the evening will be Creating Your Financial Wellness Checklist . I'll cover: > What is a Financial Wellness Checklist? > Getting clear about your life and finances. > When to do one. > Using it to make important life and financial decisions. >...
by jc42
Wed Jul 11, 2018 7:39 pm
Forum: US Chapters
Topic: San Jose, CA Area Bogleheads Chapter
Replies: 127
Views: 97674

South Bay Bogleheads, July 2018 Meeting Announcement

The South Bay Bogleheads will meet on Monday, July 16th, from 7-9pm at Merrill Gardens in Campbell. There are TWO topics this month: 1) Wild Cards and Black Swans: What are they, and how to prepare? - by Arun Koparkar 2) An Overview of Treasury Securities - by Jim Cosgrove We have been very fortunate to have free access to this wonderful venue by the kind arrangement made by Jim Cosgrove with Merrill Gardens. This month, we will be accepting voluntary contributions to continue providing healthy light snacks and water. There's plenty of seating capacity, so bring your spouse, partner, friend. 👉 If Merrill Gardens is new to you, here is important information about using the facility: Location: Merrill Gardens is a 3-story senior living commun...
by jc42
Sat Jun 02, 2018 1:56 am
Forum: US Chapters
Topic: San Jose, CA Area Bogleheads Chapter
Replies: 127
Views: 97674

South Bay Bogleheads: June 2018 Meeting Announcement

Our June meeting will be on Thursday, June 14th , from 7-9pm at Merrill Gardens in Campbell. The topic this month is What You Need to Know About Estate Planning . Hint: It may not be about the money. We'll be having Maureen O'Connell, JD, as our guest speaker. Ms O'Connell is a deeply knowledgeable and experienced attorney specializing in estate planning and elder care issues. The meeting will be largely informed by your questions. A number of you have already sent in really good questions. If you have a question, please send it to me by Monday so I can get it on the agenda. Plan on an expertly informed evening. There's plenty of seating capacity, so bring your spouse, partner, friend. Through the generosity of Merrill Gardens, this will be...
by jc42
Tue May 01, 2018 12:28 pm
Forum: US Chapters
Topic: San Jose, CA Area Bogleheads Chapter
Replies: 127
Views: 97674

South Bay Bogleheads, May Meeting Announcement

The South Bay Bogleheads will meet on Thursday, May 10th , from 7-9pm at Merrill Gardens in Campbell. This month we'll have Investor's Roundtable . We'll explore a number of questions such as: > Is a dividend focused portfolio a useful strategy? If so, how would someone implement it? > Do rising interest rates mean I should make portfolio changes? > Isn't having all my investments in one place, like at Vanguard, putting all my eggs in one basket? > Additional questions that you submit. Please send us your questions ahead of time so informed responses can be made. Your confidentiality will be honored, so fire away. And since this is a "roundtable," group discussion will be invited and encouraged. 👉 If Merrill Gardens is new to you,...
by jc42
Tue Apr 10, 2018 1:06 pm
Forum: US Chapters
Topic: San Jose, CA Area Bogleheads Chapter
Replies: 127
Views: 97674

South Bay Bogleheads, April 19th Meeting Info

Our Thursday, April 19th meeting is coming up. The meeting topic is Preparing For and Navigating A Bear Market . We'll use the panel style that worked well with last month's FIRE topic. We'll meet from 7-9pm at Merrill Gardens in Campbell. 👉 Merrill Gardens is a new venue for us. So here is important information for using the facility: Location: Merrill Gardens is a 3-story senior living community at 2115 Winchester Blvd in Campbell , near the intersection of Winchester Blvd and Campbell Avenue, not far from downtown Campbell. Parking: Use nearby ground level retail spaces or street parking. DO NOT park in the fountain circle; it's for drop-offs, pick-ups, and emergency vehicle access. DO NOT park in the underground garage; it's locked afte...
by jc42
Sun Apr 01, 2018 10:37 pm
Forum: US Chapters
Topic: San Jose, CA Area Bogleheads Chapter
Replies: 127
Views: 97674

South Bay Bogleheads: April 2018

South Bay Bogleheads will meet next on Thursday, April 19th, from 7pm - 9pm, at Merrill Gardens Campbell (near downtown Campbell). The address is 2115 Winchester Blvd in Campbell. This will be a new venue for us and we’re enthused about its possibilities. The working title for the meeting is “Preparing for the Next Bear Market”. The moderated panel format we used last month worked well and we plan to use that again. So we’re looking for folks who would like to be panelists. Here’s all we need: :arrow: You've given some thought to the possibility of a bear market. :arrow: You have some ideas about how you will navigate it. :arrow: You're willing to share your ideas. If this sounds interesting to you, send us a message this week so we can sup...
by jc42
Thu Mar 01, 2018 11:27 am
Forum: US Chapters
Topic: San Jose, CA Area Bogleheads Chapter
Replies: 127
Views: 97674

South Bay Bogleheads on FIRE!

On Monday, March 12th, South Bay Bogleheads and Friends will gather in the Community Room at the Saratoga Public Library from 7:00-8:45. This is our 3rd Anniversary Meeting and it will be special. The topic for the evening will be FIRE- Financial Independence, Retire Early. We'll have a panel of FIRE aspirants moderated by our own early retiree, Barbara Briseno. We'll explore the motivations for FIRE, the unique challenges and opportunities of FIRE, and how our panelists are managing their FIRE journey. If you are even mildly curious about this, you need to be here. More information and an announcement flyer can be found at http://southbaybogleheads.com/meetings . This promises to be a full evening, so the program will begin promptly at 7:1...
by jc42
Mon Feb 05, 2018 12:53 am
Forum: US Chapters
Topic: San Jose, CA Area Bogleheads Chapter
Replies: 127
Views: 97674

Online Security, Part 2

Congratulations on a record-setting attendance of 22 at last week's Online Security presentation by Alan Baker! Because interest was high, a number of questions were left in the queue. So, a follow-on has been scheduled. Space has been reserved at Harry's Hofbrau on Saratoga Avenue near Stevens Creek for Saturday, Feb 17th, from 11:30-1:30. Alan will frame the topic and guide the conversation. In addition to closing the loop on security questions, this will allow anyone who was unable to attend last Tuesday to do so on a Saturday. Come for all or part of the time. No RSVPs are needed. There is no charge. And there is no requirement to buy any food or beverages. But hey, a sammie and a beer might go well. Bring a friend, spouse, buddy, partn...
by jc42
Fri Jan 05, 2018 7:13 pm
Forum: US Chapters
Topic: San Jose, CA Area Bogleheads Chapter
Replies: 127
Views: 97674

South Bay Bogleheads: January 2018

Happy New Year, Bogleheads! As we head into the New Year, we head to a new meeting location. On Tuesday, January 30th, we'll gather in the Community Room at the Saratoga Public Library from 7:00-8:45. The Community Room is to the right as you pass through the main entry. The room seats 120, so no fear about space limitations. The address is 13650 Saratoga Avenue in Saratoga. If you're coming from Hwy 85 and approach the Y intersection of Saratoga with Fruitvale Avenue, bear to the right but know that the library driveway comes up rather quickly on the left after passing through the intersection. The first 20-30 minutes will be catching up, informal networking and chit-chat. Then Alan Baker will offer comments and perspective on "Avoidi...
by jc42
Thu Nov 02, 2017 5:34 pm
Forum: US Chapters
Topic: San Jose, CA Area Bogleheads Chapter
Replies: 127
Views: 97674

South Bay Bogleheads November Meeting

South Bay Bogleheads are scheduled to meet this month on: Date: Thursday, November 16th Time: 7:00-9:00 PM Place: Center for Spiritual Living, Mandela Room, 1195 Clark Street, San Jose, CA Topic: Brokered CDs This month, Thomas Wang will lead a discussion on Brokered CDs. Brokered CDs are available through financial intermediaries in addition to banks and credit unions. Thomas will explain the details. CDs can be an attractive component for the fixed income portion of a well-diversified portfolio. We'll start gathering around 7:00, begin in earnest around 7:20, and be done by 8:55. No reservations, RSVPs, or photo IDs required. All are welcome. Bring a friend. A $5 per person room use fee will be collected. If you have any questions or woul...
by jc42
Mon Oct 02, 2017 5:58 pm
Forum: US Chapters
Topic: San Jose, CA Area Bogleheads Chapter
Replies: 127
Views: 97674

South Bay Bogleheads October Meeting

There will NOT be an October meeting this month!

Resources normally available to lead the meeting will all be out of town and no one
else is moved to fill the void.

Things are looking better for the November meeting, scheduled for November 16th.

See you then.
by jc42
Sun Sep 03, 2017 6:12 pm
Forum: US Chapters
Topic: San Jose, CA Area Bogleheads Chapter
Replies: 127
Views: 97674

South Bay Bogleheads September Meeting, Updated Agenda

South Bay Bogleheads are scheduled to meet this month on:

Date: Thursday, September 21st
Time: 7:00-8:45 PM
Place: Nelson Mandela Room at CSL San Jose, 1195 Clark Street, in the Willow Glen neighborhood.
Topic: Portfolio Building & Risk Management

Arun Koparkar will make a presentation on the 10 keys to building a solid portfolio. He will also speak on various risks and lay out a hierarchy of risk management strategies. This will be useful to new investors and serve as a reminder to the more experienced. Perfect!

No RSVPs necessary; just show up. Bring a friend. A $5 per person room use fee will be collected.
by jc42
Sun Jul 02, 2017 5:55 pm
Forum: US Chapters
Topic: San Jose, CA Area Bogleheads Chapter
Replies: 127
Views: 97674

South Bay Bogleheads July Meeting Scheduled

South Bay Bogleheads are scheduled to meet this month on: Date: Thursday, July 20th Time: 7:15-8:30 PM Place: Center for Spiritual Living, Mandela Room, 1195 Clark Street, San Jose, CA Topic: Balanced Funds This month, Thomas Wang will lead a discussion on balanced funds. Balanced funds are mutual funds with diversified holdings of stocks and bonds with fixed allocations that may provide a complete portfolio in a single fund. We will look at how balanced funds can fit into your personal portfolio in the context of an age driven asset allocation approach. This should be especially helpful to anyone who would like to understand the varieties of balanced funds and how they can be a great portfolio anchor- one you can truly set and forget. We'l...
by jc42
Sat Jun 03, 2017 1:13 am
Forum: US Chapters
Topic: San Jose, CA Area Bogleheads Chapter
Replies: 127
Views: 97674

South Bay Bogleheads June Meeting Scheduled

South Bay Bogleheads are scheduled to meet this month on: Date: Tuesday, June 20th Time: 7:15-8:30 PM Place: Starbuck's Cafe in Barnes & Noble on Almaden Expressway near Hwy 85. Topic: ETFs and mutual funds Money flows into ETFs have surged over the past decade. We'll take a look at this, try to tease out the reasons for it, and whether we should really care. We'll also look at when it might be more or less advantageous to use one vehicle or the other. This should be a worthwhile session for those who don't know an ETF from an EFT, as well as those who might be thinking about how to most effectively use ETFs or funds. We'll start gathering around 7:15, begin in earnest around 7:30, and be done by 8:31. No reservations, RSVPs, or pat dow...
by jc42
Tue May 02, 2017 11:47 am
Forum: US Chapters
Topic: San Jose, CA Area Bogleheads Chapter
Replies: 127
Views: 97674

South Bay Bogleheads May Meeting Announcement

South Bay Bogleheads are scheduled to meet this month on: Date: Tuesday, May 16th Time: 7:15-8:30 PM Place: Starbuck's Cafe in Barnes & Noble on Almaden Expressway near Hwy 85. Topic: Rebalancing This month, Yateendra will lead a discussion on Rebalancing. Whether you're experienced and comfortable with rebalancing, or don't have a clue, this should prove worthwhile. We'll start gathering around 7:15, begin in earnest around 7:30, and be done by 8:31. Feel free to hang around afterwards and connect with other folks. No reservations, RSVPs, or pat downs are required. All are welcome. Bring a friend. If you have any questions or would you like to learn more about the South Bay Bogleheads, just send an email to info@southbaybogleheads.com .
by jc42
Tue Apr 04, 2017 11:33 am
Forum: US Chapters
Topic: San Jose, CA Area Bogleheads Chapter
Replies: 127
Views: 97674

South Bay Bogleheads April Meeting

South Bay Bogleheads are scheduled to meet this month on: Date: Tuesday, April 18th Time: 7:15-8:30 PM Place: Starbuck's Cafe in Barnes & Noble on Almaden Expressway near Hwy 85. Topic: Open Forum Originally, we had planned on Yateendra leading a discussion on rebalancing. However, he's had an unavoidable scheduling conflict arise, so Rebalancing is being deferred to May. This month we'll have Open Forum . This is actually a good opportunity for those of you who have yet to attend one of our gatherings to do so. We'd like to hear about what brings you to Bogleheads and how the Chapter can support your personal finance process. In addition, there are always topics and questions "in the air" that we might discuss. For example: [...
by jc42
Tue Mar 14, 2017 12:43 pm
Forum: US Chapters
Topic: San Jose, CA Area Bogleheads Chapter
Replies: 127
Views: 97674

San Jose Bogleheads March Meeting

Hello San Jose Bogleheads! First off, I'd like to welcome Arun Koparkar to our Leadership Team along with Alan Baker and me. Arun has been an enthusiastic participant in San Jose Bogleheads and I'm excited about what his future contributions might be. Next, you'll be getting a short survey to let us know how we're doing and how we can get even better. It only takes about 5 minutes and we'd appreciate it if you could complete and return it by Sunday evening, March 19th. And lastly, our monthly meeting will be on Tuesday, March 21st, 7:15-8:30, at the Starbuck's Cafe in Barnes & Noble near Hwy 85 and Almaden Expressway. The focus topic will be on how we grow and develop San Jose Bogleheads. So this would be a great meeting to attend if yo...
by jc42
Wed Mar 01, 2017 10:25 pm
Forum: US Chapters
Topic: San Jose, CA Area Bogleheads Chapter
Replies: 127
Views: 97674

San Jose Bogleheads March Meeting

The San Jose Bogleheads will meet on Tuesday, March 21st, 7:30-8:30 PM, in the Starbucks Cafe at Barnes & Noble on Almaden Expressway near Highway 85.

It's our Second Anniversary. Hopefully we've done some good. And special thanks to Alan Baker, who's been our IT guy and kept things straight on that end.

At the moment, this month will be Open Forum. However, if you would like to offer material on a topic of your choice and interest, please let us know. Or if you have a topic you'd like to learn more about, let us know and we'll see what we can do about bringing it forward.

We'll start gathering around 7:15. Bring a friend and your good humor!
by jc42
Thu Feb 02, 2017 4:19 pm
Forum: US Chapters
Topic: San Jose, CA Area Bogleheads Chapter
Replies: 127
Views: 97674

San Jose, CA Bogleheads February Meeting

Date: THURSDAY, February 16th Time: 7:30-8:30 PM Place: Starbuck's Cafe in Barnes & Noble on Almaden Expressway near Hwy 85. Topic: Household Financial Policy Statement Jim will present his module on how to create and use a household financial policy statement (FPS). The FPS is your financial game plan. It's a useful tool to remind yourself about your financial goals and strategies, keep you from going off the cliff in uncertain times (which seems to be most of the time), and serves as a basis for conversations with family and financial intermediaries. It's rooted in the work of Charley Ellis's Winning the Loser's Game. Forms will be provided. This is a numbers-lite activity, so you don't need to bring anything or go deep in the numeric...
by jc42
Mon Jan 16, 2017 7:49 pm
Forum: US Chapters
Topic: San Jose, CA Area Bogleheads Chapter
Replies: 127
Views: 97674

Re: San Jose, CA Area Bogleheads Chapter

Generally 4-9. So it's small enough where everyone has enough time
to say what's on their mind and have a good conversation.
by jc42
Tue Jan 03, 2017 12:49 pm
Forum: US Chapters
Topic: San Jose, CA Area Bogleheads Chapter
Replies: 127
Views: 97674

San Jose Bogleheads, January 2017 Meeting

Our first meeting of the New Year will be on Tuesday, January 17th, 7:30-8:30PM, in the Starbucks Cafe
at Barnes & Noble near Hwy 85 and Almaden Expressway.

Let's do an Open Forum on your outlook for 2017 and how you plan to have a financially awesome year!

No RSVPs needed. Bring a friend.
by jc42
Mon Nov 14, 2016 1:52 am
Forum: US Chapters
Topic: San Jose, CA Area Bogleheads Chapter
Replies: 127
Views: 97674

San Jose Bogleheads November Meeting

The San Jose Bogleheads will meet on Thursday, November 17th, 7:30-8:30 PM, in the Starbucks Cafe at Barnes & Noble on Almaden Expressway near Highway 85.

This month's suddenly timely topic is fixed income investing, especially at the short end of the yield curve. Come and find out what that means. It'll be, um, terrific!;-)

Bring a friend.
by jc42
Thu Nov 03, 2016 1:20 pm
Forum: US Chapters
Topic: San Jose, CA Area Bogleheads Chapter
Replies: 127
Views: 97674

San Jose Bogleheads November Meeting

The San Jose Bogleheads will meet on Thursday, November 17th, 7:30-8:30 PM, in the Starbucks Cafe at Barnes & Noble on Almaden Expressway near Highway 85.

This month is an Open Forum but with a focus on short-term fixed income investing. Interest rates are showing signs of life and changes have been made for money market funds. So this might be a good time to revisit your thoughts and assumptions about this part of your financial portfolio.

Bring a friend.
by jc42
Thu Oct 20, 2016 5:26 pm
Forum: US Chapters
Topic: San Jose, CA Area Bogleheads Chapter
Replies: 127
Views: 97674

San Jose Bogleheads January 2017 Meeting

San Jose Bogleheads will meet on Tuesday, January 17th, 7:30-8:30pm in the Starbucks Cafe
at Barnes & Noble near Hwy 85 and Almaden Expressway.

This month we'll have Open Forum. Let's have a round table discussion of
what your strategy is 2017.

No RSVPs needed. Just show up. Bring a friend.
by jc42
Thu Oct 06, 2016 2:00 am
Forum: US Chapters
Topic: San Jose, CA Area Bogleheads Chapter
Replies: 127
Views: 97674

San Jose, CA Bogleheads October Meeting

The San Jose Bogleheads will meet on Tuesday, October 18th, 7:30-8:30 PM, in the Starbucks Cafe at Barnes & Noble on Almaden Expressway near Highway 85. This month's format is Open Forum . However, I'll share some information from an article I recently came across where it was written that: An investor who socked away $10,000 in an S&P 500 index fund four decades ago would now have $560,000. That same wad of money invested in five ___(I'll name the fund group at the meeting)___funds that mirrored the S&P 500 would be worth $1.15 million- net of fees. Really? I thought. Show me. So I did some work on this and will share my findings at the meeting by way of an advisor-client role play. Who wants to be a "client?" Could b...
by jc42
Wed Sep 07, 2016 10:29 pm
Forum: US Chapters
Topic: San Jose, CA Area Bogleheads Chapter
Replies: 127
Views: 97674

San Jose Bogleheads September Meeting

The San Jose Bogleheads will meet on Thursday, September 22, 7:30-8:30 PM, in the Starbucks Cafe at Barnes & Noble on Almaden Expressway near Highway 85.

This month's topic will be managing taxes in non-tax deferred accounts.

If you've had some experience with this, or just want to come hear the conversation and learn something, show up!

Also, Kathleen Ryan, who has led the Bay Area Bogleheads for a long time, and helped create the San Jose Bogleheads, is stepping down from her post. If you have an inclination to step up in her place, please let us know.
by jc42
Sat Aug 20, 2016 5:09 pm
Forum: US Chapters
Topic: San Jose, CA Area Bogleheads Chapter
Replies: 127
Views: 97674

Re: San Jose, CA Area Bogleheads Chapter

Yes indeed. As jakes stated, just show up. See meeting details in my August 2 note.
Look forward to seeing you!
by jc42
Tue Aug 02, 2016 11:09 pm
Forum: US Chapters
Topic: San Jose, CA Area Bogleheads Chapter
Replies: 127
Views: 97674

San Jose Bogleheads August Meeting

The San Jose Bogleheads will meet on Thursday, August 25, 7:30-8:30 PM, in the Starbucks Cafe at Barnes & Noble on Almaden Expressway near Highway 85. Last month we agreed to have a session on Target Date and Life Strategy funds. There are several ways you can participate: - Just show up, have a listen, ask questions, and learn what you can. - Be willing to give a brief overview (3-5 minutes) of either fund type. (Let me know ahead of time if you would like to do this.) - Talk about how you use these investments, or why you don't. Here are some reference links: Target Retirement Funds https://www.bogleheads.org/wiki/Vanguard_target_retirement_funds Life Strategy Funds https://www.bogleheads.org/wiki/Vanguard_LifeStrategy_Funds Advantage...
by jc42
Fri Jun 24, 2016 8:58 pm
Forum: US Chapters
Topic: San Jose, CA Area Bogleheads Chapter
Replies: 127
Views: 97674

Re: San Jose, CA Area Bogleheads Chapter

Yep. I was looking at the June calendar. Sorry.
by jc42
Fri Jun 24, 2016 8:37 pm
Forum: US Chapters
Topic: San Jose, CA Area Bogleheads Chapter
Replies: 127
Views: 97674

Re: San Jose, CA Area Bogleheads Chapter

Hello,
The next San Jose Bogleheads meeting is scheduled for Thursday, July 23rd.
It'll be at the Starbuck's Cafe in Barnes & Noble, near Hwy 85 and Almaden Expwy, from 7:30-8:30.

No particular topic has been offered, so we'll likely be in Open Forum form.
Although Brexit is in the news right now, by the end of July we'll be in full out political convention distraction.

Feel free to join us!
Thanks.
Jim
by jc42
Mon May 16, 2016 2:10 pm
Forum: US Chapters
Topic: San Jose, CA Area Bogleheads Chapter
Replies: 127
Views: 97674

San Jose Bogleheads May Meeting

Date: THURSDAY, May 19th Time: 7:15-8:45 PM Place: Starbuck's Cafe in Barnes & Noble on Almaden Expressway and Hwy 85. Topic: DOL's Fiduciary Rules and Open Forum Jim (that's me) will give a brief overview and description of the Dept of Labor's new fiduciary rules-- what they are, what it means, how you might be affected. "Open Forum" means to bring your thoughts, questions, ideas, topics and have an opportunity to explore them. We'll start gathering at around 7:15, begin in earnest at 7:30, and wrap up by 8:45. No RSVPs are needed; just show up. All are welcome. Bring a friend, an ex, a parent, child, spouse, or new graduate. In the meantime, here's an indication of just how lucrative the money management business can be: Acc...
by jc42
Sun Apr 03, 2016 4:28 pm
Forum: US Chapters
Topic: San Jose, CA Area Bogleheads Chapter
Replies: 127
Views: 97674

San Jose Bogleheads April Meeting Revision

Date: THURSDAY, April 21st
Time: 6:45-8:15 PM
Place: Starbuck's Cafe in Barnes & Noble on Almaden Expressway and Hwy 85.
Topic: Open Forum

The original intent to feature an overview of wills, trusts, durable powers of attorney, beneficiaries, and so on has been deferred to Saturday, May 14th. More information coming soon.

So in April we'll do "Open Forum." Bring your questions, ideas, topics and lets knock it around.

We'll start gathering at around 6:45, begin in earnest at 7:00, and wrap up by 8:15.
No RSVPs are needed; just show up. All are welcome. Bring a friend, an ex, parent, child, or spouse.
by jc42
Tue Mar 08, 2016 6:16 pm
Forum: US Chapters
Topic: San Jose, CA Area Bogleheads Chapter
Replies: 127
Views: 97674

San Jose Bogleheads March Meeting

San Jose Bogleheads March Meeting Date: TUESDAY, March 22nd Time: 6:45-8:15 PM Place: Starbuck's Cafe in Barnes & Noble on Almaden Expressway and Hwy 85. Topic: Vanguard Philosophy Hey everyone, it’s our one-year anniversary! In this meeting I'll lead a review and discussion of the Vanguard Philosophy aka Vanguard’s Principles for Investing Success . We chose this topic because it's foundational, it’s numbers light, easy to understand, and helps assure we're all starting on the same page. This also makes it a great opportunity to come check us out if you've been "thinking about it." We'll start gathering at around 6:45, begin in earnest at 7:00, and wrap up by 8:15. No RSVPs are needed; just show up. All are welcome. Bring a f...
by jc42
Mon Feb 01, 2016 8:04 pm
Forum: US Chapters
Topic: San Jose, CA Area Bogleheads Chapter
Replies: 127
Views: 97674

February 2016 Meeting Scheduled

San Jose Bogleheads February Meeting

Date: THURSDAY, February 11th
Time: 6:45-8:15 PM
Place: Starbuck's Cafe in Barnes & Noble on Almaden Expressway and Hwy 85.
Topic: Open Forum.

Jim will moderate an informal discussion based on what you bring to the table. Or if you have a topic you'd like to present, just let us know so we are sure to use our time wisely.

We'll start gathering at around 6:45, begin in earnest at 7:00, and wrap things up by 8:15.
No RSVPs required. All are welcome. Bring a friend.
by jc42
Mon Jan 04, 2016 9:35 pm
Forum: US Chapters
Topic: San Jose, CA Area Bogleheads Chapter
Replies: 127
Views: 97674

San Jose Bogleheads, January Meeting Announcement

Date: TUESDAY, January 12th
Time: 6:45-8:15 PM
Place: Starbuck's Cafe in Barnes & Noble on Almaden Expressway and Hwy 85.
Topic: Open Forum.

Jim will moderate an informal discussion on what people are doing or plan to do in 2016. Come and and tell your story, or just hang out and hear what others have to say. Either way, you'll probably learn something.

We'll start gathering at around 6:45, begin in earnest at 7:00, and wrap things up by 8:15.
No RSVPs required. All are welcome. Bring a friend.
by jc42
Fri Oct 02, 2015 12:25 am
Forum: US Chapters
Topic: San Jose, CA Area Bogleheads Chapter
Replies: 127
Views: 97674

Let's try this again: San Jose Bogleheads November Meeting Scheduled

Date: TUESDAY, November 17th Time: 6:45-8:15 PM Place: Starbuck's Cafe in Barnes & Noble on Almaden Expressway and Hwy 85. Topic: Open Forum. Jim will moderate an informal discussion on what people are doing (or not doing) in the less benign market environment that has developed this year. So this is a good opportunity to come and tell your story, or just hang out and hear what others have to say. Either way, you'll probably learn something. If anyone went to the Boglehead Conference in October, we'd love to hear about your experience. And finally, what are your thoughts on what you'll do in 2016? We'll start gathering at around 6:45, begin in earnest at 7:00, and wrap things up by 8:15. No RSVPs required. All are welcome. Bring a frie...
by jc42
Wed Sep 02, 2015 8:22 pm
Forum: US Chapters
Topic: San Jose, CA Area Bogleheads Chapter
Replies: 127
Views: 97674

Septmer Meeting Scheduled: We've Moved!

Date: TUESDAY, SEPTEMBER 22nd
Time: 6:45-8:15 PM
Place: Starbuck's Cafe in Barnes & Noble on Almaden Expressway and Hwy 85.

Topic: Gordon will lead a discussion on Asset Allocation. He's extremely knowledgeable and published on the topic. You can check his website at https://www.aacalc.com/.

We'll start gathering at around 6:45, begin the program 7:00, and wrap things up by 8:15.

No RSVPs required. All are welcome. Bring a friend.
by jc42
Wed Aug 05, 2015 6:52 pm
Forum: US Chapters
Topic: San Jose, CA Area Bogleheads Chapter
Replies: 127
Views: 97674

August Meeting Scheduled

The next meeting of the San Jose Bogleheads will be at Sweet Tomatoes, 113 Bernal Road, in San Jose on Thursday, August 20th , 6:30-8:30PM. The major cross streets are Bernal Road and Santa Teresa Blvd. This month features a two-fer. First, Derek will present on "Paying Yourself First, Automatically." This is a Great Topic for those of you on the young side of 40, and for those of you whose children are stepping into adulthood. Then I'll facilitate a discussion on a portfolio pre-mortem as described in a recent Wall Street Journal piece ( http://blogs.wsj.com/moneybeat/2015/08/14/reassess-your-investments-before-the-next-panic/ . We'll use the first 30 minutes to gather, settle in, get something to eat (optional), meet new people,...
by jc42
Thu Jul 02, 2015 8:39 pm
Forum: US Chapters
Topic: San Jose, CA Area Bogleheads Chapter
Replies: 127
Views: 97674

July Meeting Scheduled

The next meeting of the San Jose Bogleheads will be at Sweet Tomatoes, 113 Bernal Road, in San Jose on Thursday, July 23rd, 6:30-8:30PM. The major cross streets are Bernal Road and Santa Teresa Blvd. At this meeting I and my wife (Jane) will lead a discussion and activity on the household Financial Policy Statement (FPS). This is an adaptation based on Charlie Ellis’s Investment Policy Statement that he wrote about back in the 90’s and is now widely used. We will also bring blank forms and guide attendees in beginning to craft their own FPS. All are welcome. Bring a friend! We'll use the first 30 minutes to gather, settle in, get something to eat (optional, not required) and meet new people. Our topical material will be offered from about 7...