Meeting Notes for January • • •
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S a c r a m e n t o A r e a B o g l e h e a d s
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Meeting Summary
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Saturday, January 13, 2018
Axioms & Aphorisms II
Financial Goals
Group Discussion: Q & A Forum
Report on Chapter Leadership meeting
Members of Sacramento Area Bogleheads gathered in midtown Sacramento at 10:30am on Saturday, January 13, 2018 for a wide-ranging exchange on multiple topics. Though a record-high number of individuals attended the meeting held in December, participants of the meeting held in the first month of 2018 numbered just
EIGHT (8) investors. The coordinator opened the proceedings by elaborating on the issues featured at the chapter’s first ever leadership meeting. Four members had met for dinner at a restaurant on Jan 10 to talk about how to achieve the chapter’s goals, to propose solutions for accommodating more people at our public meetings, the use of social media and preparing ourselves for guest speakers. The leadership group will meet occasionally to resolve problems and for planning purposes.
Next, each member around the table introduced themselves by sharing something about one or more of their investing/financial goals. Following introductions, the group spent the remaining hour and a half on these subjects:
- Reinvestment of dividends
Tracking funds held in an investment portfolio & net worth
Account security and privacy
Budgeting and expense tracking
Hard money loans
Wisdom of sector tilts (e.g., Health Care, REITs, Technology)
Is Jack Bogle smarter than the average investor?
Peer to peer loans
Vanguard brokerage account pros and cons
Answering the question, “Smartest investment decision or action I’ve ever taken?”
The meeting was concluded at 12:32pm.
Sacramento Area Bogleheads (SABH) meets on the Second Saturday of
each month at 10:30 AM in a quiet mid-town neighborhood. 2-hour parking is free.
Active members receive advance notification of meetings. All others should contact
Sacramento.Bogleheads@gmail.com for more information -- or to reserve a
seat at our next meeting or event.
A link to the audio recording of this meeting was e-mailed
to attendees and core members on 1-24-2018.
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SABH Meeting # 33