New York City Local Chapter established

US Local Chapters, Wiki, and general Bogleheads community discussion, news, events, and announcements.
JediMisty
Posts: 559
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Location: Central NJ

Re: New York city chapter

Post by JediMisty » Mon Dec 23, 2019 8:02 pm

Calm Man wrote:
Mon May 27, 2013 10:56 am
The count has now hit 5. I live in NJ, near Princeton, but am a very nice NJ transit trip away.
There's a local NJ chapter which meets in Princeton. Too far for me, but I believe it's called "central new Jersey" chapter.

JediMisty
Posts: 559
Joined: Tue Aug 07, 2018 7:06 am
Location: Central NJ

Re: New York city chapter

Post by JediMisty » Mon Dec 23, 2019 8:02 pm

Calm Man wrote:
Mon May 27, 2013 10:56 am
The count has now hit 5. I live in NJ, near Princeton, but am a very nice NJ transit trip away.
There's a local NJ chapter which meets in Princeton. Too far for me, but I believe it's called "central new Jersey" chapter.

hope25
Posts: 79
Joined: Wed Jul 13, 2011 8:13 pm

Re: New York City Local Chapter established

Post by hope25 » Tue Jan 14, 2020 12:15 pm

Hello,

Is there a NYC Chapter? If so, where and when does it meet?

If not, is there a NJ Chapter, when and when does it meet?

I live in lower Westchester and would be very happy to attend a meeting.

Sincerely,

HC

Flying Penguin
Posts: 67
Joined: Tue May 17, 2016 8:33 pm

Re: New York City Local Chapter established

Post by Flying Penguin » Wed Jan 15, 2020 8:34 pm

Hi everyone,

I'm excited to announce that Bruce Steiner has graciously agreed to hold a presentation on wills and estate planning at our next Bogleheads meeting. The presentation will be followed by a Q&A session.
  • Date: Wednesday, February 5
  • Time: 6-7:30pm (please arrive 5:30-6 if possible so we can start on time)
  • Location: Lower level community room, Capital One cafe building @ 853 Broadway, New York, NY 10003 (southwest corner of 14th St and Broadway)
  • The street level is the Capital One Cafe. Walk to the interior glass door along the side wall where there's a staircase to go down to the lower level.
Hope to see you there!
hope25 wrote:
Tue Jan 14, 2020 12:15 pm
Hello,

Is there a NYC Chapter? If so, where and when does it meet?

If not, is there a NJ Chapter, when and when does it meet?

I live in lower Westchester and would be very happy to attend a meeting.

Sincerely,

HC
Hi HC, yes, there is a NYC chapter that meets approximately every 2 months to every quarter. Recently we have been meeting at the Capital One cafe near Union Square. I will post updates to this thread, and you can also join the Google group here to get email notifications: https://groups.google.com/forum/#!forum/boglehead-nyc
Last edited by Flying Penguin on Sat Jan 25, 2020 1:03 pm, edited 1 time in total.

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neurosphere
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Re: New York City Local Chapter established

Post by neurosphere » Wed Jan 15, 2020 8:48 pm

Flying Penguin wrote:
Wed Jan 15, 2020 8:34 pm
I'm excited to announce that Bruce Steiner has graciously agreed to hold a presentation on wills and estate planning at our next Bogleheads meeting. The presentation will be followed by a Q&A session.
  • Date: Wednesday, February 5
Awesome! Bruce is an outstanding resource. He knows a thing or two about estate planning. :wink:
If you have to ask "Is a Target Date fund right for me?", the answer is "Yes".

hope25
Posts: 79
Joined: Wed Jul 13, 2011 8:13 pm

Re: New York City Local Chapter established

Post by hope25 » Fri Jan 24, 2020 11:58 pm

Hello Flying Penguin,

I am happy to hear there is a NYC Chapter and that you will meet on Feb 5, but I regret I will not be able to attend. I will be in Boston on that date . I will have to wait for your next meeting.

I would have dearly loved to have heard the presentation on wills and estate planning,

HC

Flying Penguin
Posts: 67
Joined: Tue May 17, 2016 8:33 pm

Re: New York City Local Chapter established

Post by Flying Penguin » Sat Jan 25, 2020 1:07 pm

**ROOM CHANGE for our next meeting!**

We will now be meeting in the lower level community room, the same room we've used in the past. (The street level is the Capital One Cafe. Walk to the interior glass door along the side wall where there's a staircase to go down to the lower level.) I've updated the original post.

hope25 wrote:
Fri Jan 24, 2020 11:58 pm
Hello Flying Penguin,

I am happy to hear there is a NYC Chapter and that you will meet on Feb 5, but I regret I will not be able to attend. I will be in Boston on that date . I will have to wait for your next meeting.

I would have dearly loved to have heard the presentation on wills and estate planning,

HC
Sorry you can't make it! We're hoping to have a repeat session on wills later in the year.

nysixers
Posts: 36
Joined: Mon Feb 10, 2020 4:47 pm

Re: New York City Local Chapter established

Post by nysixers » Tue Feb 25, 2020 1:08 am

Hello all,

Nice to meet you all! I am new to this forum and I live in NYC, just finished the Bogleheads guide to investing book and I would love to join the next New York chapter meet up.

Regards,
S

Flying Penguin
Posts: 67
Joined: Tue May 17, 2016 8:33 pm

Re: New York City Local Chapter established

Post by Flying Penguin » Tue Mar 31, 2020 9:02 am

Hi everyone,
Hope everyone is staying safe. We are planning on holding a virtual NYC Bogleheads meeting via Zoom in April. Please fill out this Doodle poll to indicate your availability. A weeknight meeting would be held 6-8pm; a weekend meeting would be held 2-4pm.

https://doodle.com/poll/ybty2dq2te2mvbkq

I will be closing the poll tonight.

Thanks!
Alice

Flying Penguin
Posts: 67
Joined: Tue May 17, 2016 8:33 pm

Re: New York City Local Chapter established

Post by Flying Penguin » Sun Apr 05, 2020 9:44 am

Our next meeting will be held Monday, April 6, at 6-8pm via Zoom. (Tomorrow!) I will be editing this post to provide the link shortly before 6pm. Most will see a popup and be asked to download a small program at that time which should only take a few seconds. If you want, you can download the program in advance, using the first link at this site: https://zoom.us/download. But no one needs to have a personal Zoom account or password/login.

Here is the link and password for our 6pm meeting today. Note it is Zoom branded as "Ring Central."

https://meetings.ringcentral.com/j/1482 ... FRYk9tZz09
Password: bh

Flying Penguin
Posts: 67
Joined: Tue May 17, 2016 8:33 pm

Re: New York City Local Chapter established

Post by Flying Penguin » Mon Apr 06, 2020 3:54 pm

I just wanted to make sure everyone saw the Zoom link and password for tonight's meeting starting at 6pm:

https://meetings.ringcentral.com/j/1482 ... FRYk9tZz09
Password: bh

retire2022
Posts: 1263
Joined: Tue Oct 02, 2018 6:10 pm
Location: NYC

Re: New York City Local Chapter established

Post by retire2022 » Mon Apr 06, 2020 5:10 pm

Flying Penguin wrote:
Mon Apr 06, 2020 3:54 pm
I just wanted to make sure everyone saw the Zoom link and password for tonight's meeting starting at 6pm:

https://meetings.ringcentral.com/j/1482 ... FRYk9tZz09
Password: bh
This is NOT working, I'd downloaded software, registered and this is really clunky and was not able to join meeting.

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JD Leonard
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Location: Jersey City, NJ

Re: New York City Local Chapter established

Post by JD Leonard » Mon Apr 06, 2020 6:00 pm

It worked for me no problem. I didn't register for anything. Just downloaded and installed the RingCentral app when prompted and then tried to join again.
- JD Leonard

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neurosphere
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Re: New York City Local Chapter established

Post by neurosphere » Mon Apr 06, 2020 7:34 pm

For those that were able to participate, thanks for your time and contributions! All in all I thought it went relatively well. It's always nice to be in the same room and see your faces and shake your hands, etc. But we can't so....

Let us know if anyone has/had any particular concerns/criticisms or suggestions for later. Should we do this again?

Sotirios/Neurosphere
If you have to ask "Is a Target Date fund right for me?", the answer is "Yes".

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neurosphere
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Re: New York City Local Chapter established

Post by neurosphere » Mon Apr 06, 2020 7:36 pm

retire2022 wrote:
Mon Apr 06, 2020 5:10 pm
Flying Penguin wrote:
Mon Apr 06, 2020 3:54 pm
I just wanted to make sure everyone saw the Zoom link and password for tonight's meeting starting at 6pm:

https://meetings.ringcentral.com/j/1482 ... FRYk9tZz09
Password: bh
This is NOT working, I'd downloaded software, registered and this is really clunky and was not able to join meeting.

Eager to hear more about your problems, so that we can troubleshoot for the next meeting.
If you have to ask "Is a Target Date fund right for me?", the answer is "Yes".

retire2022
Posts: 1263
Joined: Tue Oct 02, 2018 6:10 pm
Location: NYC

Re: New York City Local Chapter established

Post by retire2022 » Mon Apr 06, 2020 7:45 pm

neurosphere wrote:
Mon Apr 06, 2020 7:36 pm

Eager to hear more about your problems, so that we can troubleshoot for the next meeting.
Why not use Google Hangout, Skype or Whatapp?

The downloaded software did not bring up any usable prompts, I kept staring into blank screen. Was on PC Laptop, Windows 10.

MisterBill
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Joined: Thu Dec 24, 2015 3:21 pm

Re: New York City Local Chapter established

Post by MisterBill » Mon Apr 20, 2020 11:10 pm

I live in Westchester and would not normally come to NYC for a meeting but would be happy to attend via Zoom. I'll watch this thread for future meetings.

BTW RIngcentral downloaded its own software when I clicked on your link, and it looked different from the usual Zoom software I've been using. It also appears from a press release that they are switching to their own service instead of just using Zoom.

Flying Penguin
Posts: 67
Joined: Tue May 17, 2016 8:33 pm

Re: New York City Local Chapter established

Post by Flying Penguin » Fri May 01, 2020 11:06 pm

Hi everyone,

Please vote for the dates that work for you for our May and June virtual meetings which will be held via Zoom/RingCentral. A weeknight meeting would be held 6-8pm; a weekend meeting would be held 2-4pm. More info about the topics of each meeting below.

May: https://doodle.com/poll/r2uk6qb2a66gz2bm
June: https://doodle.com/poll/zrc4n4f4ruy4572s

May meeting: Personal finance basics for the complete novice

Sotirios Keros will present a version of an "introduction to personal finance" talk he's been giving to graduating students and early-career accumulators. The talk is designed to seed a range of important topics into a beginning audience, for self-education and future exploration. However, there is also high-yield, practical information for those who need vetted advice in order to make quick decisions.

This sample lecture will cover the following topics relatively briefly, depending on time and interest:
-- Investing fees and their impact
-- Asset allocation
-- How to conceptualize a "retirement" that may be decades away
-- Life insurance basics
-- Target Retirement type funds
-- "Warnings" about the financial services industry
-- Introduction to stocks and bonds
-- Roth vs taxable vs tax-deductible investing

The following basic personal finance topics will NOT be covered:
-- Budgeting
-- Debt management
-- Buying vs renting
-- Bitcoin

The goals for this Bogleheads lecture are:
For the novice: Provide useful education for any audience member who may be relatively early in their personal finance journey and overall understanding
For the expert: Provide an example in hopes that it will encourage others to create, modify, and provide similar education to their audience of choice
For the speaker: Provide an opportunity to get feedback in hopes of improving the lecture
For all: Stimulate discussion on a wide range of financial topics for continued learning; Pilot this format to help guide future virtual Boglehead meetings, whether for a covid or post-covid situation

June meeting: Behavioral finance
An interactive discussion on behavioral finance with potential for a TBD guest speaker.

Thanks!
Alice

Flying Penguin
Posts: 67
Joined: Tue May 17, 2016 8:33 pm

Re: New York City Local Chapter established

Post by Flying Penguin » Sun May 10, 2020 9:22 am

Thanks to everyone who voted in the Doodle polls. The dates of our next two meetings will be:
  • Monday, May 25, 6-8pm
    Wed, June 24, 6-8pm
They will be held virtually via RingCentral. I will post the link prior to the meetings.

May meeting: Personal finance basics for the complete novice

Sotirios Keros will present a version of an "introduction to personal finance" talk he's been giving to graduating students and early-career accumulators. The talk is designed to seed a range of important topics into a beginning audience, for self-education and future exploration. However, there is also high-yield, practical information for those who need vetted advice in order to make quick decisions.

This sample lecture will cover the following topics relatively briefly, depending on time and interest:
-- Investing fees and their impact
-- Asset allocation
-- How to conceptualize a "retirement" that may be decades away
-- Life insurance basics
-- Target Retirement type funds
-- "Warnings" about the financial services industry
-- Introduction to stocks and bonds
-- Roth vs taxable vs tax-deductible investing

The following basic personal finance topics will NOT be covered:
-- Budgeting
-- Debt management
-- Buying vs renting
-- Bitcoin

The goals for this Bogleheads lecture are:
For the novice: Provide useful education for any audience member who may be relatively early in their personal finance journey and overall understanding
For the expert: Provide an example in hopes that it will encourage others to create, modify, and provide similar education to their audience of choice
For the speaker: Provide an opportunity to get feedback in hopes of improving the lecture
For all: Stimulate discussion on a wide range of financial topics for continued learning; Pilot this format to help guide future virtual Boglehead meetings, whether for a covid or post-covid situation

June meeting: Behavioral finance
An interactive discussion on behavioral finance with potential for a TBD guest speaker.

Flying Penguin
Posts: 67
Joined: Tue May 17, 2016 8:33 pm

Re: New York City Local Chapter established

Post by Flying Penguin » Sun May 24, 2020 10:30 pm

Hi everyone, our May meeting is tomorrow, Monday, May 25 at 6 pm. Please use this link:

https://meetings.ringcentral.com/j/1483 ... tzdG9wQT09
Password: bogle

DavidF
Posts: 2
Joined: Sun Jun 21, 2020 6:17 pm

Re: New York City Local Chapter established

Post by DavidF » Sun Jun 21, 2020 6:39 pm

Hi all,

I just finished reading the Bogleheads’ Guide to Investing and was hoping to find a local community. Alas, it seems that I’ve stumbled upon it! Would love to get involved. Is the June meet still happening?

Best regards,
David

Flying Penguin
Posts: 67
Joined: Tue May 17, 2016 8:33 pm

Re: New York City Local Chapter established

Post by Flying Penguin » Sun Jun 21, 2020 11:02 pm

DavidF wrote:
Sun Jun 21, 2020 6:39 pm
Hi all,

I just finished reading the Bogleheads’ Guide to Investing and was hoping to find a local community. Alas, it seems that I’ve stumbled upon it! Would love to get involved. Is the June meet still happening?

Best regards,
David
Yes, it is! Wednesday, June 24, 6-8pm. The topic will be behavioral finance. I will post the link beforehand. You may join the Google group if you want to get emails about our upcoming events: https://groups.google.com/forum/#!forum/boglehead-nyc

DavidF
Posts: 2
Joined: Sun Jun 21, 2020 6:17 pm

Re: New York City Local Chapter established

Post by DavidF » Mon Jun 22, 2020 7:37 pm

Flying Penguin wrote:
Sun Jun 21, 2020 11:02 pm
DavidF wrote:
Sun Jun 21, 2020 6:39 pm
Hi all,

I just finished reading the Bogleheads’ Guide to Investing and was hoping to find a local community. Alas, it seems that I’ve stumbled upon it! Would love to get involved. Is the June meet still happening?

Best regards,
David
Yes, it is! Wednesday, June 24, 6-8pm. The topic will be behavioral finance. I will post the link beforehand. You may join the Google group if you want to get emails about our upcoming events: https://groups.google.com/forum/#!forum/boglehead-nyc
Thanks! Looking forward to it.
-David

Flying Penguin
Posts: 67
Joined: Tue May 17, 2016 8:33 pm

Re: New York City Local Chapter established

Post by Flying Penguin » Wed Jun 24, 2020 4:58 pm

Please use this link for our meeting on Wednesday, 6/24 @ 6-8pm:

https://meetings.ringcentral.com/j/1490 ... h2YnlDZz09
Password: bogle

Flying Penguin
Posts: 67
Joined: Tue May 17, 2016 8:33 pm

Re: New York City Local Chapter established

Post by Flying Penguin » Wed Jul 15, 2020 2:18 pm

Apologies for the late notice. We have a meeting tonight 6-8pm featuring guest speaker Brett Whysel, who leads the Behavioral Economics-NYC Meetup group.

Meeting details: https://www.meetup.com/Behavioral-Econo ... 271757300/

Zoom link: https://bmcc-cuny.zoom.us/j/91654483751 ... dqbnhPQT09

--

Our next scheduled meeting will be Tues., 9/1/20, 6pm - 8pm EST (Virtual meeting) featuring Morgan Housel [bio: http://www.morganhousel.com/]

Join the NYC BH google group to get email notifications of upcoming meetings: https://groups.google.com/forum/#!forum/boglehead-nyc

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MissHavisham
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Re: New York City Local Chapter established

Post by MissHavisham » Fri Jul 24, 2020 8:06 pm

Hi! I'm new to Bogleheads and would like to join the NYC chapter! I noticed that the next meeting is a virtual one in September. Please remind me as we get closer! Thanks!

rvboop
Posts: 2
Joined: Fri Jul 31, 2020 1:03 pm

Re: New York City Local Chapter established

Post by rvboop » Sat Aug 01, 2020 8:13 pm

Hello, I am also new to the Boglehead community and would like to join the local NYC chapter. Anything I would know regarding the local chapter? Are there any email subscriptions I should be aware of aside from this thread? I see the next event is in September.

Flying Penguin
Posts: 67
Joined: Tue May 17, 2016 8:33 pm

Re: New York City Local Chapter established

Post by Flying Penguin » Sun Aug 02, 2020 10:45 am

Welcome! You can join the NYC BH google group to get email notifications of upcoming meetings: https://groups.google.com/forum/#!forum/boglehead-nyc

rvboop
Posts: 2
Joined: Fri Jul 31, 2020 1:03 pm

Re: New York City Local Chapter established

Post by rvboop » Tue Aug 04, 2020 8:12 pm

Flying Penguin wrote:
Sun Aug 02, 2020 10:45 am
Welcome! You can join the NYC BH google group to get email notifications of upcoming meetings: https://groups.google.com/forum/#!forum/boglehead-nyc
Thank you!

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