Master Thread for Metro Boston's Chapter

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Mel Lindauer
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Re: Master Thread for Boston's Chapter (MA)

Postby Mel Lindauer » Mon May 16, 2016 10:20 am

TheRightKost87 wrote:I doubt I'll be able to make it (live in Boston w/o a car, and didn't realize it was happening until now), but hope you all have a great time! :beer

I want to put my email in as suggested by "The Wizard" if possible, so that I can get a summary of the meeting (if someone is nice enough to provide that to the non-attendees), and will know when the next one is on the horizon so I can make a better effort to attend in person. Should I PM someone for that?


You do go back a long, long way. Congratulations for finally coming out of the shadows. Glad to hear that you got in on the I Bonds back when the getting was good.

My very best to you and all the Boston-area Bogleheads.

Mel

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siamond
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Re: Master Thread for Metro Boston's Chapter

Postby siamond » Mon May 16, 2016 8:49 pm

kissa wrote:I have just become a registered member, after possibly qualifying for a prize as the longest lurker (since Diehards with Morningstar). We two would like to attend the June 4th meeting, now that I have found a "local" Chapter.

kissa, welcome to our Metro-Boston chapter. Please check your private messages.

PS. I believe Mel intended to reply to you in the previous post! :wink:

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siamond
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Re: Master Thread for Metro Boston's Chapter

Postby siamond » Wed May 18, 2016 4:34 pm

Here is the current roll call for our Jun 4th meeting (Lincoln library 10am, followed by social lunch).

Committed:
    siamond
    etarini
    Norton750
    moshe
    The Wizard
    jojay
    kissa (x2)
Tentative:
    juntas
    bonz
    lhl12
Please let me know if you plan to attend the meeting and/or lunch (e-mail or PM or post).

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siamond
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Re: Master Thread for Metro Boston's Chapter

Postby siamond » Fri May 27, 2016 4:49 pm

Ping! Please let me know if you plan to attend to the meeting and/or social lunch.

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siamond
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Re: Master Thread for Metro Boston's Chapter

Postby siamond » Tue May 31, 2016 6:14 pm

Here is the current roll call for our Jun 4th meeting (Lincoln library 10am, followed by social lunch).

Committed:
    siamond
    etarini
    Norton750
    moshe
    The Wizard
    jojay
    kissa (x2)
    DIY_investor
    dancul (x2)
    DorchesterMa
    bonz
Tentative:
    juntas
    lhl12
Please let me know if you plan to attend the meeting and/or lunch (e-mail or PM or post).

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dyeusdi
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Re: Master Thread for Metro Boston's Chapter

Postby dyeusdi » Fri Jun 03, 2016 8:09 am

Finally in a position where I know I can make it. See you there!
Dyeusdi - quietly & appreciatively reading since 2010 - Boston

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siamond
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Re: Master Thread for Metro Boston's Chapter

Postby siamond » Fri Jun 03, 2016 12:00 pm

Last chance for our meeting TOMORROW! Please let me know if you plan to attend the meeting and/or lunch (e-mail or PM or post).

Here is the current roll call for our Jun 4th meeting (Lincoln library 10am, followed by social lunch).

Committed:
    siamond
    etarini
    Norton750
    moshe
    The Wizard
    jojay
    kissa (x2)
    DIY_investor
    dancul (x2)
    DorchesterMa
    bonz
    bill1958
    dyeusdi
Tentative:
    juntas
    lhl12

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siamond
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Re: Master Thread for Metro Boston's Chapter

Postby siamond » Wed Jun 08, 2016 6:37 pm

Our Jun 4th meeting went very well, many thanks to the helpers, speakers and participants.

Next meeting: Saturday Sep 10th, Lincoln library, 1pm to 4pm. Mark your calendars!

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siamond
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Re: Master Thread for Metro Boston's Chapter

Postby siamond » Thu Aug 04, 2016 10:05 pm

No change about our next meeting (see previous post, Sep 10th), but I was advised to book the library room way in advance, so I took care of the following meeting too. Our meeting after next will be: Dec 3rd, 10am to 1pm, Lincoln library. Mark your calendars...

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siamond
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Re: Master Thread for Metro Boston's Chapter

Postby siamond » Tue Aug 16, 2016 12:33 pm

siamond wrote:Our Jun 4th meeting went very well, many thanks to the helpers, speakers and participants.

Next meeting: Saturday Sep 10th, Lincoln library, 1pm to 4pm. Mark your calendars!

Our next meeting is getting close, a little more than 3 weeks ahead. Feel free to let me know (e-mail, PM, posts on this thread) if you're planning to come, either tentatively or for sure. I'll share an agenda by e-mail the coming week-end.

MsMSF
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Re: Master Thread for Metro Boston's Chapter

Postby MsMSF » Wed Aug 24, 2016 7:04 pm

I'll be there on the 10th.

topofthebellcurve
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Re: Master Thread for Metro Boston's Chapter

Postby topofthebellcurve » Thu Aug 25, 2016 3:59 am

Great to hear that there's an active Boston chapter!

I'm likely moving to Boston by the end of the year with my wife. While I can't make the upcoming event (still living in Shanghai), I look forward to future ones. I'll try to keep tabs on this thread.

Small Law Survivor
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Re: Master Thread for Metro Boston's Chapter

Postby Small Law Survivor » Thu Aug 25, 2016 10:13 pm

Planning to be there ....

Small Law Survivor

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siamond
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Re: Master Thread for Metro Boston's Chapter

Postby siamond » Thu Aug 25, 2016 10:23 pm

MsMSF wrote:I'll be there on the 10th.

topofthebellcurve wrote:Great to hear that there's an active Boston chapter!

Small Law Survivor wrote:Planning to be there

Cool, plenty of new recruits for our Metro-Boston chapter! Folks, please check your private messages...

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siamond
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Re: Master Thread for Metro Boston's Chapter

Postby siamond » Mon Aug 29, 2016 8:09 am

Here is our current roll-call for our coming meeting on Sep 10th at the Lincoln library. Agenda was shared by e-mail. Please let me know about any update.

Committed:
    siamond
    Norton750
    etarini
    moshe
    DorchesterMa
    kissa
    MsMSF
    Small Law Survivor
    jojay
    dancul + friend
    +1 anonymous
Tentative:
    bonz
    The Wizard
    traveltoomuch

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siamond
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Re: Master Thread for Metro Boston's Chapter

Postby siamond » Tue Sep 06, 2016 7:39 pm

Here is our latest roll-call for our coming meeting on Sep 10th at the Lincoln library. Agenda was shared by e-mail. Please let me know about any update.

Committed:
    siamond
    Norton750
    etarini
    moshe
    DorchesterMa
    kissa (+1)
    MsMSF (+2)
    Small Law Survivor (+1)
    jojay
    The Wizard
    juntas
    dyeusdi
    +2 anonymous
Tentative:
    bonz
    traveltoomuch

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slayed
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Re: Master Thread for Metro Boston's Chapter

Postby slayed » Tue Sep 06, 2016 7:53 pm

Planning to be there. Can give a ride to a few people from Cambridge/Somerville/Arlington area if needed.

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siamond
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Re: Master Thread for Metro Boston's Chapter

Postby siamond » Fri Sep 09, 2016 12:51 am

Final update for the roll-call for our coming meeting on Sep 10th at the Lincoln library. Agenda was shared by e-mail. Please let me know about any change.

Committed:
    siamond
    Norton750
    etarini
    moshe
    DorchesterMa
    kissa (+1)
    MsMSF (+2)
    Small Law Survivor (+1)
    jojay
    The Wizard
    juntas
    dyeusdi
    slayed
    RandomUser
    +2 anonymous
Tentative:
    bonz
    timoneer

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siamond
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Re: Master Thread for Metro Boston's Chapter

Postby siamond » Sat Sep 24, 2016 10:11 am

Our schedule is getting busier, as I decided to add some introductory talks for beginners, at the request of the Lincoln library (our host). Everybody is welcome to any of those meetings. Mark your calendars. All meetings in the conference room of the Lincoln library (MA).

I made a quick intro about Bogleheads last Thursday (I can share the link if you wish, send me a PM).

Nov 2nd, 2016 (7pm): Passive Investing 101: Index Funds

Dec 3rd, 2016 (10am to noon, plus social lunch): Metro-Boston Bogleheads chapter quarterly meeting (agenda TBD)

Jan 12th, 2017 (7pm): Passive Investing 101: Asset Allocation

As a side note, the Lincoln library has a copy of the 2016 SBBI/Ibbotson Yearbook. They also have a subscription to the Morningstar Investment Research Center database, which you can consult either locally, or online with a Minuteman library card.

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siamond
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Re: Master Thread for Metro Boston's Chapter

Postby siamond » Fri Oct 21, 2016 8:11 am

As a reminder, I'll deliver an intro talk about passive investing on Nov 2nd, 7pm, at the Lincoln library (MA). This will be as basic as can be though, so this might not be very valuable for you if you have some minimal level of experience in the matter. Unless you want to come and meet in person, of course!

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siamond
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Re: Master Thread for Metro Boston's Chapter

Postby siamond » Sun Oct 30, 2016 6:00 pm

siamond wrote:As a reminder, I'll deliver an intro talk about passive investing on Nov 2nd, 7pm, at the Lincoln library (MA). This will be as basic as can be though, so this might not be very valuable for you if you have some minimal level of experience in the matter. Unless you want to come and meet in person, of course!

Last bump! My slides are ready... 8-)

Contact me by PM if needs be. No need to pre-register though.

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siamond
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Re: Master Thread for Metro Boston's Chapter

Postby siamond » Thu Nov 03, 2016 2:08 pm

Well, trying to compete with the Chicago Cubs winning an epic game/final was not the best plan in the world. I had THREE attendees for my talk last night, no home run for me! So we decided with the library director to have a re-run... Updated schedule, all events located at the Lincoln library.

Dec 3rd, 2016 (10am to noon, plus social lunch): Metro-Boston Bogleheads chapter quarterly meeting (agenda will be shared by e-mail)

Jan 12th, 7pm: Passive Investing 101: Index Funds

Jan 18th, 7pm: Passive Investing 101: Asset Allocation

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siamond
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Re: Master Thread for Metro Boston's Chapter

Postby siamond » Fri Nov 18, 2016 7:35 pm

Let me start the roll call for our coming Metro Boston meeting.

Saturday Dec 3rd, 2016 (10am to noon, plus social lunch): Metro-Boston Bogleheads chapter quarterly meeting (agenda will be shared by e-mail). Lincoln library (MA).

I do need to know the exact attendance, to help planning for the restaurant (12:30, Bertucci in Waltham).

Please let me know if you plan to come, either for sure or tentatively, and if you're coming with another party. Post on this thread, send me a PM or an e-mail, whatever you prefer.

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siamond
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Re: Master Thread for Metro Boston's Chapter

Postby siamond » Wed Nov 23, 2016 11:02 pm

Roll call for our coming Metro Boston meeting. Saturday Dec 3rd, 2016 (10am to noon, plus social lunch): Metro-Boston Bogleheads chapter quarterly meeting (agenda was shared by e-mail). Lincoln library (MA).

Committed:
    siamond (lunch)
    DorchesterMa (lunch)
    jojay
    moshe
    etarini
    Norton750
    kissa (lunch 2x)
    dancul (lunch)
Tentative
    bonz
Please let me know about changes and/or additions.

topofthebellcurve
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Re: Master Thread for Metro Boston's Chapter

Postby topofthebellcurve » Thu Nov 24, 2016 3:19 am

I look forward to the next event!

I'm moving to Boston from Shanghai in about three weeks.

BrklynMike
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Re: Master Thread for Metro Boston's Chapter

Postby BrklynMike » Thu Nov 24, 2016 6:40 am

I'll be traveling for work during that time, but looking forward to coming to the next one!
"In a world of uncertainty, one should focus more on the consequences than the probabilities." - Benjamin Graham

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siamond
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Re: Master Thread for Metro Boston's Chapter

Postby siamond » Fri Nov 25, 2016 2:34 pm

topofthebellcurve wrote:I look forward to the next event!

I'm moving to Boston from Shanghai in about three weeks.

BrklynMike wrote:I'll be traveling for work during that time, but looking forward to coming to the next one!

You guys will be very welcome!

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siamond
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Re: Master Thread for Metro Boston's Chapter

Postby siamond » Fri Nov 25, 2016 2:35 pm

Roll call for our coming Metro Boston meeting. Saturday Dec 3rd, 2016 (10am to noon, plus social lunch): Metro-Boston Bogleheads chapter quarterly meeting (agenda was shared by e-mail). Lincoln library (MA).

Committed:
    siamond (lunch)
    DorchesterMa (lunch)
    jojay
    moshe
    etarini
    Norton750
    kissa (lunch 2x)
    dancul (lunch)
    dyeusdi (lunch?)
    Small Law Survivor (lunch 2x)
Tentative
    bonz (lunch?)
Please let me know about changes and/or additions. I really need to know in advance for the restaurant reservation... Thank you.

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siamond
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Re: Master Thread for Metro Boston's Chapter

Postby siamond » Mon Nov 28, 2016 5:14 pm

Roll call for our coming Metro Boston meeting. Saturday Dec 3rd, 2016 (10am to noon, plus social lunch): Metro-Boston Bogleheads chapter quarterly meeting (agenda was shared by e-mail). Lincoln library (MA).

Committed:
    siamond (lunch)
    DorchesterMa (lunch)
    jojay
    moshe
    etarini
    Norton750
    kissa (lunch 2x)
    dancul (lunch)
    dyeusdi (lunch?)
    Small Law Survivor (lunch 2x)
    traveltoomuch
Tentative
    bonz (lunch?)
Please let me know about changes and/or additions. I really need to know in advance for the restaurant reservation... Thank you.

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siamond
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Re: Master Thread for Metro Boston's Chapter

Postby siamond » Fri Dec 02, 2016 12:50 am

LAST CALL for our coming Metro Boston meeting. Saturday Dec 3rd, 2016 (10am to noon, plus social lunch): Metro-Boston Bogleheads chapter quarterly meeting (agenda was shared by e-mail). Lincoln library (MA).

Committed:
    siamond (lunch)
    DorchesterMa (lunch)
    jojay
    moshe
    etarini
    Norton750
    kissa (lunch 2x)
    dancul (lunch)
    dyeusdi (lunch)
    Small Law Survivor (lunch 2x)
    traveltoomuch
    bostondan (lunch)
    + 3 anonymous (no BH user name)
Tentative
    bonz
Please let me know about changes and/or additions. I really need to know in advance for the restaurant reservation... Thank you.

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siamond
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Re: Master Thread for Metro Boston's Chapter

Postby siamond » Sun Dec 04, 2016 1:50 pm

Another good meeting under our belts! Thank you to all participants.

Next meetings (mark your calendars) at the Lincoln library:

Jan 12th, 7pm: Passive Investing 101: Index Funds

Jan 18th, 7pm: Passive Investing 101: Asset Allocation

Sat Mar 11th, 1pm to 4pm: Quarterly chapter meeting, agenda TBD
=> Any volunteer for a presentation? Any request for a theme to cover?

Please note that the "101" talks are for beginners and local library users, this might not be that valuable for people having some minimal level of experience in the matter. Quarterly meetings cover more advanced topics.

sendero
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Re: Master Thread for Metro Boston's Chapter

Postby sendero » Wed Dec 14, 2016 9:22 pm

love to join this chapter. How do I do this?
best

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siamond
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Re: Master Thread for Metro Boston's Chapter

Postby siamond » Wed Dec 14, 2016 9:41 pm

sendero wrote:love to join this chapter. How do I do this?
best

Please send me a private message, I am the chapter coordinator!

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siamond
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Re: Master Thread for Metro Boston's Chapter

Postby siamond » Sat Dec 24, 2016 4:17 pm

A quick bump to wish everybody a Merry Christmas, and to remind you of the upcoming meetings (mark your calendars) at the Lincoln library:

Jan 12th, 7pm: Passive Investing 101: Index Funds

Jan 18th, 7pm: Passive Investing 101: Asset Allocation

Sat Mar 11th, 1pm to 4pm: Quarterly chapter meeting, agenda will be shared by e-mail

Please note that the "101" talks are for people being new to passive investing and for local library users, this might not be that valuable for people having some minimal level of experience in the matter. Quarterly meetings cover more advanced topics.

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siamond
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Re: Master Thread for Metro Boston's Chapter

Postby siamond » Sun Jan 15, 2017 5:25 pm

A quick update about the upcoming meetings (mark your calendars!) at the Lincoln public library:

Jan 12th, 7pm: Passive Investing 101: Index Funds
=> DONE, we had excellent participation, send me a Private Message for the slides

Jan 18th, 7pm: Passive Investing 101: Asset Allocation Part 1

Jan 30th, 7pm: Passive Investing 101: Asset Allocation Part 2 ** NEW **

Sat Mar 11th, 1pm to 4pm: Quarterly chapter meeting
=> agenda will be shared by e-mail

Please note that the "101" talks are for people being fairly new to passive investing and for local library users, this might not be fully valuable for people having some level of experience in the matter. Quarterly meetings cover more advanced topics.

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siamond
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Re: Master Thread for Metro Boston's Chapter

Postby siamond » Sat Jan 28, 2017 5:44 pm

A reminder about the coming talk at the Lincoln public library (this Monday):

Jan 30th, 7pm: Passive Investing 101: Asset Allocation Part 2

This presentation will be about Asset Allocation, providing some material about factor investing (vale/size), international/emerging, REITs and gold.

Afan47
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Re: Master Thread for Metro Boston's Chapter

Postby Afan47 » Sat Feb 25, 2017 9:57 pm

Hi,

I'm new to this forum and excited to see a Boston chapter!

Is the Mar 11 meeting happening? Please advise.

Thanks,
Last edited by Afan47 on Sat Mar 04, 2017 10:55 am, edited 1 time in total.

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siamond
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Re: Master Thread for Metro Boston's Chapter

Postby siamond » Sat Feb 25, 2017 11:02 pm

Afan47 wrote:Is the Mar 11 meeting happening? Please advise.

Yes, definitely happening. I'm traveling now and very busy, but I will resync everybody in the coming week.

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siamond
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Re: Master Thread for Metro Boston's Chapter

Postby siamond » Tue Feb 28, 2017 10:43 pm

Let me start the usual roll call for our coming meeting. Saturday March 11th, 2017 (1pm to 4pm): Metro-Boston Bogleheads chapter quarterly meeting (agenda was shared by e-mail). Location: Lincoln Public Library (MA).

Please let me know (e-mail, private message, or post on this thread) who is planning to come, and possible additional parties (e.g. friend, family, etc).

Committed:
    siamond
    Norton750
    xxx
Tentative:
    xxx

krk878787
Posts: 3
Joined: Sat Dec 31, 2016 9:15 am
Location: Springfield, MA

Re: Master Thread for Metro Boston's Chapter

Postby krk878787 » Wed Mar 01, 2017 7:23 pm

Myself and my partner will be doing our best to attend (place as tentative for now).

Thanks! Looking forward to meeting some of you.

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siamond
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Re: Master Thread for Metro Boston's Chapter

Postby siamond » Thu Mar 02, 2017 10:19 am

Ongoing roll call for our coming meeting. Saturday March 11th, 2017 (1pm to 4pm): Metro-Boston Bogleheads chapter quarterly meeting (agenda was shared by e-mail). Location: Lincoln Public Library (MA).

Please let me know (e-mail, private message, or post on this thread) who is planning to come, and possible additional parties (e.g. friend, family, etc).

Committed:
    siamond
    Norton750
    dancul
    (another attendee with no alias)
Tentative:
    traveltoomuch
    juntas
    krk878787 (x2)
    bonz
    (another attendee with no alias)

cromoth
Posts: 3
Joined: Thu Mar 02, 2017 10:42 am
Location: MA/NH border

Re: Master Thread for Metro Boston's Chapter

Postby cromoth » Thu Mar 02, 2017 10:58 am

Just joined & planning to attend.

luv_ice_skating
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Location: New England, USA

Re: Master Thread for Metro Boston's Chapter

Postby luv_ice_skating » Thu Mar 02, 2017 12:31 pm

I will be there.

Thanks.

cromoth
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Location: MA/NH border

Re: Master Thread for Metro Boston's Chapter

Postby cromoth » Fri Mar 03, 2017 8:19 am

For 3/11 meeting, wondering if anyone wants to help me "be green" by giving me a ride from electric car charging station 3 miles north of library. Please message me if so.

Also, I've requested agenda but haven't seen. I'm interested in reviewing Retirement Optimizer & long term care.

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siamond
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Re: Master Thread for Metro Boston's Chapter

Postby siamond » Fri Mar 03, 2017 9:39 am

Ongoing roll call for our coming meeting. Saturday March 11th, 2017 (1pm to 4pm): Metro-Boston Bogleheads chapter quarterly meeting (agenda was shared by e-mail). Location: Lincoln Public Library (MA).

Please let me know (e-mail, private message, or post on this thread) who is planning to come, and possible additional parties (e.g. friend, family, etc).

Committed:
    siamond
    Norton750
    dancul (x2)
    luv_ice_skating
    liberty53
    techrules
    Afan47
    DorchesterMa
    (two other attendees with no alias)
Tentative:
    traveltoomuch
    juntas
    krk878787 (x2)
    bonz
    cromoth
    timoneer
    (another attendee with no alias)

User avatar
siamond
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Re: Master Thread for Metro Boston's Chapter

Postby siamond » Sun Mar 05, 2017 3:55 pm

cromoth wrote:For 3/11 meeting, wondering if anyone wants to help me "be green" by giving me a ride from electric car charging station 3 miles north of library. Please message me if so.

Also, I've requested agenda but haven't seen. I'm interested in reviewing Retirement Optimizer & long term care.

Cromoth, I don't think you've seen it, but I sent you a private message a few days ago.

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dyeusdi
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Re: Master Thread for Metro Boston's Chapter

Postby dyeusdi » Sun Mar 05, 2017 9:04 pm

Will be there.
Dyeusdi - quietly & appreciatively reading since 2010 - Boston

bluebolt
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Re: Master Thread for Metro Boston's Chapter

Postby bluebolt » Mon Mar 06, 2017 9:00 pm

I plan on attending.

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siamond
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Re: Master Thread for Metro Boston's Chapter

Postby siamond » Wed Mar 08, 2017 5:38 pm

Ongoing roll call for our coming meeting. Saturday March 11th, 2017 (1pm to 4pm): Metro-Boston Bogleheads chapter quarterly meeting (agenda was shared by e-mail). Location: Lincoln Public Library (MA).

Please let me know (e-mail, private message, or post on this thread) who is planning to come, and possible additional parties (e.g. friend, family, etc).

Committed:
    siamond
    Norton750
    dancul (x2)
    luv_ice_skating
    liberty53
    techrules
    Afan47
    DorchesterMa
    dyeusdi
    bluebolt
    etarini
    juntas
    moshe
    (two other attendees with no alias)
Tentative:
    traveltoomuch
    krk878787 (x2)
    bonz
    cromoth
    timoneer
    (another attendee with no alias)

KidneyMD
Posts: 64
Joined: Tue Jun 26, 2012 12:01 pm

Re: Master Thread for Metro Boston's Chapter

Postby KidneyMD » Wed Mar 08, 2017 6:15 pm

I'm coming!


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