Minnesota BH Main Meeting 1/26/19

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Fallible
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Minnesota BH Main Meeting 1/26/19

Post by Fallible » Sat Jan 12, 2019 3:31 pm

MN BH Main Meeting on Saturday, January 26, 2019 from 9:30-11:30 am {with optional Social Time 11:30 am-12:00 pm} at the Ridgedale Library, 12601 Ridgedale Drive, Minnetonka, MN, Rohlf main meeting room. https://goo.gl/maps/RfjeU4RitMm

AGENDA

9:30 Introduction - Welcome, opening remarks, splinter group update by your meeting co-host Phil

9:40 Panel - Asset Allocation Across Different Stages of Life; panel moderated by your meeting co-host Diann

10:40 5-minute break - Please help to arrange the main Rohlf meeting room, hallway and meeting rooms 172 and 174 for breakout sessions

10:45 Breakout Session - Choose one topic/table to attend and participate; 45 minutes in length; see choices below

11:30 Wrap Up - Thank you for attending! Please help us return chairs and tables to their library-preferred locations

11:30 Social Time (opt.) - Continue discussions with panelists, breakout moderators and Boglehead friends; 30 minutes until 12noon

Panel: Asset Allocation Across Different Stages of Life: 9:40 am to 10:40 am: Rohlf Meeting room

Topic: Asset Allocation Across Different Stages of Life - Panelists: Akbar, Chris, Julie, Jolinda, Bonnie and Tom
Panelists will address questions such as: How are your investments allocated? How do you track them? What resources did you use to make your asset allocation? What is the rationale behind your decisions? Do you rebalance, and if so, how/when? What major events, if any, could cause you to make a dramatic change to your AA? Do you adjust what you hold by the type of account (Taxable, Roth, Traditional tax-deferred) and how?


Breakout Session: 10:45 am to 11:30 am: Breakout Tables located in the Rohlf Meeting room, hallway, and Meeting Rooms 172 & 174

Table A (Rohlf area “A”) - Estate planning basics for transfer of property. Discuss methods and pitfalls of transferring property to your Minnesota beneficiaries. Walk through sample scenarios showing the interrelationship of wills, trusts and beneficiary designations.

Table B (Rohlf area “B”) - Sharpen Your Financial Know-how with this 25-Question Quiz. Think you're a smart investor? How you invest and how you react to market conditions can make a big difference in your success. Put your instincts to the test with this 25-question quiz. We’ll briefly discuss the answer to each question.

Table C (Rohlf area “C”) - Work smarter, not harder: Using simple porfolio construction to generate wealth, tranquility, and time for what matters in life. Look at some of the "lazy portfolio" templates that seem to accomplish being "lazy" and lucrative at the same time, so one can spend more of their life doing what really matters.

Table D (Halfway area) - Financial Independence. The FIRE [Financial independence | Retire Early] movement has empowered many people to
take greater control of their future and their lives. This session will briefly review the FIRE phenomenon, and discuss examples and concepts of how best to reach financial independence

Table E (Room 172) - Do-It-Yourself 2018 Taxes. What tax preparation software is available? What books and online resources can help you do your MN and Federal taxes? What resources are available from Bogleheads? Come prepared with your questions and your own experiences.

Table F (Room 174) - Dealing with Market Volatility. Review market performance over the last year, including Federal Reserve activities. Simple steps we can take to reduce the stressfulness of volatility, including recognizing our individual risk tolerance. Also, results of one year performance comparisons of various asset classes.


Upcoming Meetings - Contact Information - Online resources

BH Main Group Fall/Winter/Spring | Saturday mornings | Local libraries | mnbogleheads@gmail.com

BH East Group Sat Mar 2, 9:00-11:30a | Caribou, 3100 White Bear Ave | no pre-set agendas | Still Phil | buckp@mac.com

BH West Group Sat Jan 19, 9:30-11:30a | Edina Library (5280 Grandview Sq) mtg rm | Sandra | MNWestinvest@gmail.com

Sat Feb 16, 9:30-11:30a | Edina Library (5280 Grandview Sq) mtg rm | Sandra | MNWestinvest@gmail.com

Sat Mar 16, 1:00-3:00p | Hopkins Library (22 11th Ave N) mtg rm | Sandra | MNWestinvest@gmail.com

Facebook MN Bogleheads | sign up for closed group | check for updates and local information

Bogleheads.org national forum and Wiki | Index index.php

Center for Financial Literacy https://boglecenter.net/ | non-profit that helps support the forum, Wiki
Bogleheads® wiki | Investing Advice Inspired by Jack Bogle

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Peter Foley
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Re: Minnesota BH Main Meeting 1/26/19

Post by Peter Foley » Thu Jan 17, 2019 10:51 pm

I expect the panel will also consider risk tolerance with respect to asset allocation. Need to take risk, willingness to take risk, and ability to take risk are all important factors.

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jeff mc
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Re: Minnesota BH Main Meeting 1/26/19

Post by jeff mc » Fri Jan 18, 2019 7:37 pm

Another great agenda. Looks like an awesome meeting. cheers.

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Peter Foley
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Re: Minnesota BH Main Meeting 1/26/19

Post by Peter Foley » Sun Jan 20, 2019 10:00 pm

I've assembled a group of pie charts representing the different approaches to asset allocation by the panelists. The approaches are varied and the discussion should be interesting.

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