South Florida Local Chapter

Local Chapters, Wiki, and general Bogleheads community discussion, news, events, and announcements
User avatar
TF Hutch
Posts: 121
Joined: Sat Sep 12, 2009 12:57 am
Location: Florida

Re: South Florida Local Chapter

Post by TF Hutch » Sun Dec 11, 2016 11:39 pm

Please add me to the list to attend SFL Bogleheads meeting in January 2017.
Attended 1st meeting, missed second, want to make sure I am signed up for this one.
Will be driving down from Palm City, Martin County in my Tesla if anyone needs a ride!

Miriam so glad to hear from you again after Bogleheads 2016.

Taylor, that offer to go sailing still stand? :happy

Hutch
Hutch | A fool and his funds are soon parted! - Thomas Tusser (English Farmer and Writer. 1524-1580)

User avatar
TF Hutch
Posts: 121
Joined: Sat Sep 12, 2009 12:57 am
Location: Florida

Re: South Florida Local Chapter

Post by TF Hutch » Sun Dec 11, 2016 11:52 pm

Is there a sign up sheet for this? This will be at least the third "SoFL Bogleheads chapter" meeting. I am hopeful that we can find an adequate venue to hold the many folks who have expressed an interest in attending. Perhaps a contribution to the cause would be appropriate :moneybag I will be happy to contribute a few bucks to the cause, after all the Bogleheads have done for me 8-)
Hutch | A fool and his funds are soon parted! - Thomas Tusser (English Farmer and Writer. 1524-1580)

User avatar
Taylor Larimore
Advisory Board
Posts: 26243
Joined: Tue Feb 27, 2007 8:09 pm
Location: Miami FL

Re: South Florida Local Chapter

Post by Taylor Larimore » Mon Dec 12, 2016 10:03 am

Taylor, that offer to go sailing still stand? :happy

Hutch:

Yes.

Best wishes
Taylor
"Simplicity is the master key to financial success." -- Jack Bogle

Miriam2
Posts: 1760
Joined: Fri Nov 14, 2014 11:51 am

Re: South Florida Local Chapter

Post by Miriam2 » Mon Dec 12, 2016 9:11 pm

TF Hutch wrote:Is there a sign up sheet for this?

Yes, you're on it :happy

Miriam2
Posts: 1760
Joined: Fri Nov 14, 2014 11:51 am

Re: South Florida Local Chapter

Post by Miriam2 » Mon Dec 12, 2016 10:22 pm

S&L1940 wrote:Not taking offense at the suggestion that folks north of Miami are not as sophisticated and well behaved as the Miami bunch

No such suggestion :D :D we know you Palm Beachers are highly sophisticated, impeccably dressed and well-behaved. But the only available Palm Beach venue suggested by a Palm Beacher was the Blue Martini Lounge on Rosemary Ave. http://www.bluemartinilounge.com and, while beautiful, it simply is not quiet enough for our meeting :D
Last edited by Miriam2 on Tue Jan 24, 2017 2:00 pm, edited 1 time in total.

Miriam2
Posts: 1760
Joined: Fri Nov 14, 2014 11:51 am

Re: South Florida Local Chapter

Post by Miriam2 » Sat Dec 17, 2016 2:32 pm

Thank you for responding everyone, duly noted.

jdb - are you coming in your new Tesla? So is TF Hutch. I guess we are a Tesla group 8-)
mikeal - looking forward to seeing you again, nice to meet DW
BogleTails + DW - welcome! you'll enjoy the meeting

For those who contacted us through the gmail account, we'll contact you there.

The location will be posted as soon as it is firmed up. We are open for topic suggestions, although since tax season is upon us before we know it and we have a CPA in our midst :D we thought we would discuss taxes and mutual funds, tax efficient placement, etc. And also we enjoy a nice just-talk-finance-&-ask-Qs. And we eat well, Taylor treats us to delicious sub sandwiches :happy

Miriam2

jdb
Posts: 1242
Joined: Wed Dec 05, 2012 8:21 pm

Re: South Florida Local Chapter

Post by jdb » Sat Dec 17, 2016 3:17 pm

Miriam2 wrote:Thank you for responding everyone, duly noted.

jdb - are you coming in your new Tesla? So is TF Hutch. I guess we are a Tesla group 8-)


Miriam2

Yes of course, will be driving the Model X from Coral Gables so if anyone wants a ride from the south let me know. Look forward to the meeting.

Miriam2
Posts: 1760
Joined: Fri Nov 14, 2014 11:51 am

Re: South Florida Local Chapter

Post by Miriam2 » Sat Dec 17, 2016 3:21 pm

Jazzman - are you coming? Will you be in town? 8-)

BogleTails
Posts: 30
Joined: Sun Aug 21, 2016 4:07 am

Re: South Florida Local Chapter

Post by BogleTails » Sat Dec 17, 2016 4:48 pm

Miriam2 wrote:BogleTails + DW - welcome! you'll enjoy the meeting

Thanks, we are looking forward to it!

yvette
Posts: 7
Joined: Sat Jun 18, 2016 10:39 am

Re: South Florida Local Chapter

Post by yvette » Sat Dec 17, 2016 7:13 pm

We enjoyed meeting everyone last time. Looking
forward to it!

Our best wishes to all for a Happy
Holidays & a Happy & Healthh New Year 2017!

User avatar
MrDogg
Posts: 86
Joined: Sat Feb 06, 2016 3:21 pm
Location: South Florida

Re: South Florida Local Chapter

Post by MrDogg » Sun Dec 18, 2016 3:32 pm

I would like to attend the upcoming SFL Bogleheads meeting January 22, 2017. Is this post an adequate RSVP or is there a sign-up process? As a fairly new member I have not attended any previous meetings. I live in Ft. Lauderdale.

nova1968
Posts: 169
Joined: Wed May 18, 2016 12:00 pm

Re: South Florida Local Chapter

Post by nova1968 » Mon Dec 19, 2016 12:36 pm

Yes I would like to attend, I posted a few months in advance that I was interested in attending the meeting last summer in the Grove but a few days prior to the meeting it was stated that the venue booked. Once a venue is found I would be most grateful for any advice on how to get my name on the list to attend. Thanks

User avatar
Jazzman
Posts: 127
Joined: Wed Feb 28, 2007 1:36 am
Location: MIAMI & NYC

Re: South Florida Local Chapter

Post by Jazzman » Mon Dec 19, 2016 2:26 pm

I am interested in attending. Thanks for the heads-up, Mariam 2.

jwmiller6671
Posts: 4
Joined: Sat Aug 01, 2015 10:44 am
Location: Palm City, FL

Re: South Florida Local Chapter

Post by jwmiller6671 » Mon Dec 19, 2016 2:44 pm

Hutch,

I am also in Palm City. I will be attending meeting. Let me know if you would like to car pool.

User avatar
Kitty Telltales
Posts: 131
Joined: Thu Mar 17, 2016 8:36 am
Location: Europe sometimes Florida

Re: South Florida Local Chapter

Post by Kitty Telltales » Tue Dec 20, 2016 5:08 pm

Oh Dang...we will only be in town until the 9th. Since my husband is on the verge of retirement, I hope we can join the next time round. BTW, for future reference, I have access to my homeowners association meeting room in Broward Cty. It isn't glamorous, but it's quiet and it's free

Mary and Winnie.

User avatar
midareff
Posts: 5099
Joined: Mon Nov 29, 2010 10:43 am
Location: Biscayne Bay, South Florida

Re: South Florida Local Chapter

Post by midareff » Tue Dec 20, 2016 5:28 pm

Miriam2 wrote:Jazzman - are you coming? Will you be in town? 8-)



Missed the first and second but should be in town for this one. Please advise particulars when available.

Miriam2
Posts: 1760
Joined: Fri Nov 14, 2014 11:51 am

Re: South Florida Local Chapter

Post by Miriam2 » Tue Dec 20, 2016 6:30 pm

Kitty Telltales wrote:BTW, for future reference, I have access to my homeowners association meeting room in Broward Cty. It isn't glamorous, but it's quiet and it's free.

We'll take it :happy We'll bring some potted palms to glamor it up 8-)

Miriam2
Posts: 1760
Joined: Fri Nov 14, 2014 11:51 am

Re: South Florida Local Chapter

Post by Miriam2 » Tue Dec 20, 2016 7:40 pm

Thank you for the replies :happy

yvette + DH - looking forward to seeing you again
MrDogg - yes you're on the list!
nova1968 - welcome! you'll enjoy the meeting
Jazzman - what a treat! 8-)
jwmiller6671 - I assume you want to car pool with TF Hutch in his Tesla, no? :P
midareff - finally! :happy

MarilynDennison
Posts: 13
Joined: Tue Feb 27, 2007 10:49 pm

Re: South Florida Local Chapter

Post by MarilynDennison » Tue Dec 20, 2016 8:07 pm

I sent an email registering. I hope you got it.

Marilyn in Dania Beach. If someone near me needs a ride I have room.

Miriam2
Posts: 1760
Joined: Fri Nov 14, 2014 11:51 am

Re: South Florida Local Chapter

Post by Miriam2 » Mon Dec 26, 2016 4:15 pm

Just a reminder for our next meeting in balmy Miami on Sun. Jan. 22, 2017, from 12 noon to 2:00 pm.

The location will be posted soon. We are still looking for a lovely beach side cabana with swaying palm trees 8-)
Marilyn - looking forward to meeting you!

Haven't heard from any Minnesota Bogleheads yet :shock:
rocketrex wrote:Miriam, I'll be down in south Florida this January and February. What is the date/location of your jan/feb meeting?
Justin

Rocketrex, can you snowplow your way to the airport for a trip to Miami? 8-)

User avatar
Jazzman
Posts: 127
Joined: Wed Feb 28, 2007 1:36 am
Location: MIAMI & NYC

Re: South Florida Local Chapter

Post by Jazzman » Tue Dec 27, 2016 12:56 pm

Thanks for the reminder, Miriam 2.

1030danielle
Posts: 39
Joined: Fri Jul 15, 2016 12:25 pm
Location: South Florida

Re: South Florida Local Chapter

Post by 1030danielle » Fri Dec 30, 2016 2:04 am

I am hoping to join you Jan. 22. Assuming location Will be posted on this thread.
Three-funder with a tech tilt.

Miriam2
Posts: 1760
Joined: Fri Nov 14, 2014 11:51 am

Re: South Florida Local Chapter

Post by Miriam2 » Sun Jan 01, 2017 5:15 pm

Thank you for your responses!

1030danielle - welcome! driving down??
andyhere - looking forward to meeting you
LazyNihilist - bring us sailing stories 8-)
CABerger - remember to turn off your interior car lamp :P
Charlie - another great meeting!
eando - nice to see you again :happy
pennywise - please bring lots of chocolate chip cookies

Miriam2
Posts: 1760
Joined: Fri Nov 14, 2014 11:51 am

Re: South Florida Local Chapter

Post by Miriam2 » Sun Jan 01, 2017 9:23 pm

Our Jan. 22, 2017, meeting will be held in the Miami Brickell area from 12 noon to 2:00 pm.
We have a large room with space for everyone and we have our own CPA for a Tax Discussion. Please RSVP, however - if you have not already - so we have a good idea how many to expect. If we have already welcomed your attendance in this thread, there is no need to re-RSVP :happy

Location -
1001 Brickell Bay Drive, Suite #1400
The Aon Building (also called the Brickell Bay Office Tower)
Entrance is through the front door lobby

Directions -
From I-95, exit SW 8 Street, go east
Go across Brickell Ave, make first right onto Brickell Bay Drive
Building is down a block on the left

Parking - street parking, using coins or pay-by-phone or CC

Taylor will be providing delicious sandwiches :happy It is difficult to discuss taxes on an empty stomach.
Last edited by Miriam2 on Tue Jan 03, 2017 3:59 pm, edited 1 time in total.

MarilynDennison
Posts: 13
Joined: Tue Feb 27, 2007 10:49 pm

Re: South Florida Local Chapter

Post by MarilynDennison » Mon Jan 02, 2017 5:32 pm

I will be attending. If there are others in the Dania Beach area maybe we can ride together. PM me.

Marilyn Dennison

Osp62
Posts: 98
Joined: Sat Oct 04, 2014 9:25 am

Re: South Florida Local Chapter

Post by Osp62 » Mon Jan 02, 2017 11:09 pm

I will be attending as well. Thanks for the PM.

User avatar
MrDogg
Posts: 86
Joined: Sat Feb 06, 2016 3:21 pm
Location: South Florida

Re: South Florida Local Chapter

Post by MrDogg » Tue Jan 03, 2017 3:12 pm

This is my RSVP for the meeting in Miami on Sun. Jan. 22, 2017.

Mikeal
Posts: 11
Joined: Fri May 11, 2007 10:27 am
Location: Lake Worth, Fl

Re: South Florida Local Chapter

Post by Mikeal » Tue Jan 03, 2017 3:32 pm

Wife and I plan to attend. I may have responded previously. Looking forward to seeing all.

User avatar
midareff
Posts: 5099
Joined: Mon Nov 29, 2010 10:43 am
Location: Biscayne Bay, South Florida

Re: South Florida Local Chapter

Post by midareff » Wed Jan 04, 2017 10:34 am

Miriam2 wrote:Our Jan. 22, 2017, meeting will be held in the Miami Brickell area from 12 noon to 2:00 pm.
We have a large room with space for everyone and we have our own CPA for a Tax Discussion. Please RSVP, however - if you have not already - so we have a good idea how many to expect. If we have already welcomed your attendance in this thread, there is no need to re-RSVP :happy

Location -
1001 Brickell Bay Drive, Suite #1400
The Aon Building (also called the Brickell Bay Office Tower)
Entrance is through the front door lobby

Directions -
From I-95, exit SW 8 Street, go east
Go across Brickell Ave, make first right onto Brickell Bay Drive
Building is down a block on the left

Parking - street parking, using coins or pay-by-phone or CC

Taylor will be providing delicious sandwiches :happy It is difficult to discuss taxes on an empty stomach.


Expect to make it to this one :D

jwmiller6671
Posts: 4
Joined: Sat Aug 01, 2015 10:44 am
Location: Palm City, FL

Re: South Florida Local Chapter

Post by jwmiller6671 » Sat Jan 07, 2017 9:40 am

I am heading down from Palm City so if anybody is interested in riding down please pm me to arrange.

McDee
Posts: 1
Joined: Sat Jan 07, 2017 10:18 pm

Re: South Florida Local Chapter

Post by McDee » Sat Jan 07, 2017 11:06 pm

Long-time lurker, first-time poster here. My wife and I plan to attend... thanks for organizing.

michaellarimore
Posts: 17
Joined: Wed Oct 01, 2008 8:19 pm

Re: South Florida Local Chapter

Post by michaellarimore » Sun Jan 08, 2017 12:29 pm

My wife Joyce and I will be attending...

Miriam2
Posts: 1760
Joined: Fri Nov 14, 2014 11:51 am

Re: South Florida Local Chapter

Post by Miriam2 » Sun Jan 08, 2017 6:45 pm

Our local chapter email is sflbogleheads@gmail.com for those who wish to RSVP or communicate via gmail.

No need to double RSVP, either here on the forum or gmail is ok 8-)

1030danielle
Posts: 39
Joined: Fri Jul 15, 2016 12:25 pm
Location: South Florida

Re: South Florida Local Chapter

Post by 1030danielle » Mon Jan 09, 2017 2:12 pm

[quote="Miriam2"]Thank you for your responses!

1030danielle - welcome! driving down??

Hi -- Yes, I'll be driving from Lake Worth.
Not sure of ability to carpool, however, as I might be visiting some other places while I'm down there.

Looking forward to meeting everyone.
Danielle
Three-funder with a tech tilt.

marisara
Posts: 16
Joined: Tue Oct 07, 2014 9:49 am

Re: South Florida Local Chapter

Post by marisara » Tue Jan 10, 2017 12:50 am

Miriam,

Thanks for the heads up in PM. Just back in town.

This is my RSVP for the meeting in Miami on Sun. Jan. 22, 2017.

Looking forward to it.

MariSara

User avatar
TF Hutch
Posts: 121
Joined: Sat Sep 12, 2009 12:57 am
Location: Florida

Re: South Florida Local Chapter

Post by TF Hutch » Tue Jan 10, 2017 5:20 am

Thanks for the location info. I just PMed jjmiller6671 to pair up for the ride down from Palm City in the Tesla. Looking forward to seeing everyone there.
How many attendees now Miriam2?
Hutch | A fool and his funds are soon parted! - Thomas Tusser (English Farmer and Writer. 1524-1580)

Miriam2
Posts: 1760
Joined: Fri Nov 14, 2014 11:51 am

Re: South Florida Local Chapter

Post by Miriam2 » Sun Jan 15, 2017 12:36 pm

Adding the following to our rsvp list for our Sun. Jan 22, 2017, South Florida meeting:
sales6280
McDee & DW
Michael & Joyce
Marisara
Amber & DH
JimB
Osp62
TF Hutch wrote:Thanks for the location info. I just PMed jjmiller6671 to pair up for the ride down from Palm City in the Tesla. Looking forward to seeing everyone there.
How many attendees now Miriam2?

35 Bogleheads, 2 Teslas, and 1 king :happy

Zendo
Posts: 3
Joined: Tue Jan 03, 2017 3:49 pm

Re: South Florida Local Chapter

Post by Zendo » Mon Jan 16, 2017 1:18 pm

I would like to attend the meeting on January 22nd, please add me to the list. Can someone forward the venue and time to me?
Thanks
Zendo

Miriam2
Posts: 1760
Joined: Fri Nov 14, 2014 11:51 am

Re: South Florida Local Chapter

Post by Miriam2 » Tue Jan 17, 2017 3:00 pm

South Florida Bogleheads,

We are delighted that Larry Auton (mingstar), the co-founder and co-owner of the Bogleheads Forum, is coming to our meeting :D He is also the tireless intrepid Boglehead Server Keeper-&-Maintainer. Larry has given a tremendous amount of time and financial contribution to helping investors be successful.
Larry- we're looking forward to having you join us. Without you, we would not exist :sharebeer

Zendo wrote:I would like to attend the meeting on January 22nd, please add me to the list. Can someone forward the venue and time to me?
Thanks

You're added to the list Zendo! Please look above on this thread where we already posted the time and venue with directions.

Marilyn - I added your friend to the list.

WoodStock65
Posts: 12
Joined: Thu Aug 11, 2016 1:13 pm

Re: South Florida Local Chapter

Post by WoodStock65 » Wed Jan 18, 2017 1:47 pm

Hello South Florida Bogleheads.

My wife and I plan to attend on the 22nd.
Last edited by WoodStock65 on Mon Jan 23, 2017 1:55 pm, edited 1 time in total.

Medguy
Posts: 7
Joined: Wed Mar 30, 2016 6:06 pm

Re: South Florida Local Chapter

Post by Medguy » Thu Jan 19, 2017 1:02 am

I would like to attend the meeting here in Miami on the 1/22/17.

Please consider this my RSVP


Thank you,
Medguy

Miriam2
Posts: 1760
Joined: Fri Nov 14, 2014 11:51 am

Re: South Florida Local Chapter

Post by Miriam2 » Thu Jan 19, 2017 1:37 pm

Additional parking for the 1/22/17 Boglehead meeting -

1 - the parking garage in our location, the Aon/Brickell Bay Office Tower, should be open, there may be a charge
2 - Sabadell Financial Center parking garage, 1111 Brickell - also possible access from Brickell Bay Dr, & possible open lot
3 - Lanier Parking garage, 801 Brickell

Added to the guest list: Mario L, 2 WoodStock65's, and Medguy
Last edited by Miriam2 on Mon Jan 23, 2017 5:26 pm, edited 1 time in total.

Barefoot Cane
Posts: 1
Joined: Sat Jan 21, 2017 12:17 pm

Re: South Florida Local Chapter

Post by Barefoot Cane » Sat Jan 21, 2017 12:20 pm

I would like to attend.
Charlie H

User avatar
Jazzman
Posts: 127
Joined: Wed Feb 28, 2007 1:36 am
Location: MIAMI & NYC

Re: South Florida Local Chapter

Post by Jazzman » Sun Jan 22, 2017 10:00 am

I am on my way to the meeting. I'm looking forward to meeting everyone.

User avatar
LazyNihilist
Posts: 849
Joined: Sat Feb 19, 2011 9:56 pm
Location: 6.66% (xirr)
Contact:

Re: South Florida Local Chapter

Post by LazyNihilist » Mon Jan 23, 2017 2:29 pm

We had our South Florida Bogleheads Chapter meeting yesterday from Noon to 2pm. Below are some brief highlights from the meeting.

Thanks to clevername our chapter leader for donating his time and beautiful office for our meeting. The meeting was held at Brickell Bay Drive and the view from the office, overlooking Fisher Island and Key Biscaye, was stunning. Miriam did a wonderful job for the preparations for the meeting. Arthur made sure Bogleheads could find the office and Taffy received us as we entered the office and gave us our name tags.

It was another wonderful meetup of Bogleheads. There were also a fair number of new Bogleheads who were at the Chapter meeting for the first time.

The main topic of discussion was Taxes and Tax Efficient Placement of Funds.
Clevername went over various changes to tax filing dates, from previous years, and filing requirements for individuals. While we discussed the current tax filing requirements, there was some discussion if it would be better to change Asset Allocation because of changes to tax policy from a new administration. Taylor wisely pointed out that the best policy would be to 'Stay The Course'.

Miriam brought copies of notes for Tax Efficient Placement of funds and distributed it among the attendees.

We discussed how the Bogleheads Wiki is one of the most upto date and detailed financial resource. Thanks to Lady Geek, Barry Barnitz and many other Bogleheads for maintaining this wonderful resource.

We talked about the history of how Bogleheads was setup. We were fortunate to have Larry Auton with us and he told us how he and Alex Frakt were independently trying to make the Morningstar forums easier to read and then decided to join forces and setup Bogleheads. It was also decided that Bogleheads would be moderated to stop the trolling that usually goes on in internet forums. Thanks to LadyGeek and many other tireless moderators on Bogleheads, I feel we are one of the best forums financial and non-financial on the internet. Bogleheads is currently receiving 2-4 million hits a day and sometimes there could be 'micro-outages'. Larry is planning on moving the server from its current location to a Colocation center for even better uptime.

There was also a discussion on how if we use the Amazon link from the boglheads.org home page a small percentage of the Amazon donation goes to help fray the costs of running this popular and well loved website. The consensus was it would be easy if the Amazon link from bogleheads.org page was bookmarked by users on their desktop or smartphones, that way they need not go to bogleheads.org page before visiting Amazon.

Thanks to Joyce and Michael Larimore for bringing delicious sandwiches, cookies and beverages for everyone.

Finally, we closed the meeting by celebrating Taylor's 93rd birthday. Miriam bought a small cake and we all sang Taylor Happy Birthday.

Looking forward to many more Boglehead meetups.
Last edited by LazyNihilist on Mon Jan 23, 2017 5:25 pm, edited 1 time in total.
The only problem is Entropy, leading to the eventual heat death of the universe. [Seen on /.]

User avatar
LazyNihilist
Posts: 849
Joined: Sat Feb 19, 2011 9:56 pm
Location: 6.66% (xirr)
Contact:

Re: South Florida Local Chapter

Post by LazyNihilist » Mon Jan 23, 2017 3:10 pm

Image
The only problem is Entropy, leading to the eventual heat death of the universe. [Seen on /.]

michaellarimore
Posts: 17
Joined: Wed Oct 01, 2008 8:19 pm

Re: South Florida Local Chapter

Post by michaellarimore » Mon Jan 23, 2017 7:51 pm

It was a wonderful meeting as always-

My wife and I both enjoyed speaking with the really nice people that we have grown to know from the past meetings...
The venue was quite a fine view too with ample parking.

Being in IT it always astounds me to hear Larry's statistics - Our website gets between 2 and 4 million hits/DAY! WOW!!!
Image

User avatar
Barry Barnitz
Wiki Admin
Posts: 2977
Joined: Mon Feb 19, 2007 10:42 pm
Contact:

Re: South Florida Local Chapter

Post by Barry Barnitz » Mon Jan 23, 2017 8:15 pm

Hi:

I was wondering if you would like to fashion a guest author blog entry from your forum post for our site's blog. I fashioned a first cut edit as a beginning template for transference. The bolded items are headers, and the numbers indicate a subheader. For reference, we added Upcoming events | Financial Page to the blog.

Report from the South Florida Bogleheads Local Chapter Meeting (January 22, 2017)

The following entry is a guest article from Bogleheads forum member LazyNihilist. Local Chapter meetings are listed on Upcoming events, and are discussed in Local Chapters and Bogleheads Community.

Image goes here as an element to the page

We had our South Florida Bogleheads Chapter meeting yesterday from Noon to 2pm. Below are some brief highlights from the meeting.

The setting

Thanks to our chapter leader, "clevername", for donating his time and beautiful office for our meeting. The meeting was held at Brickell Bay Drive and the view from the office, overlooking Fisher Island and Key Biscaye, was stunning. Miriam did a wonderful job for the preparations for the meeting. Arthur made sure Bogleheads could find the office and Taffy received us as we entered the office and gave us our name tags.

It was another wonderful meetup of Bogleheads. There were also a fair number of new Bogleheads who were at the Chapter meeting for the first time.

Topics of discussion

1. Taxes and Tax Efficient Placement of Funds

Clevername went over various changes from previous years to tax filing dates and filing requirements for individuals. While we discussed the current tax filing requirements, there was some discussion if it would be better to change asset allocation because of changes to tax policy from a new administration. Taylor Larimore wisely pointed out that the best policy would be to 'Stay The Course'.

Miriam brought copies of notes for Tax Efficient Placement of funds and distributed it among the attendees.

2. Bogleheads wiki

We discussed how the Bogleheads Wiki is one of the most up-to-date and detailed financial resources. Thanks to the administrators and many other Bogleheads for maintaining this wonderful resource.

3. Bogleheads history

We talked about the history of how Bogleheads was setup. We were fortunate to have Larry Auton, a founder of bogleheads,org, with us. He told us how he and co-founder Alex Frakt were independently trying to make the Morningstar forums easier to read and then decided to join forces and setup Bogleheads. It was also decided that Bogleheads would be moderated to stop the trolling that usually goes on in internet forums. Thanks to our tireless moderators on Bogleheads, I feel we are one of the best forums, financial and non-financial, on the internet. Bogleheads is currently receiving 2-4 million hits a day and sometimes there could be 'micro-outages'. Larry is planning on moving the server from its current location to a colocation center for even better uptime.

4. Using Amazon affiliates for donations to bogleheads.org.

There was also a discussion on how using the Amazon affiliate link from the boglheads.org home page sends a small percentage of the Amazon donation to help defray the costs of running this popular and well-loved website. The consensus was it would be easy if the Amazon link from bogleheads.org page was bookmarked by users on their desktop or smartphones- that way they need not go to bogleheads.org page before visiting Amazon.

Personal notes

Thanks to Joyce and Michael Larimore for bringing delicious sandwiches, cookies and beverages for everyone.

Finally, we closed the meeting by celebrating Taylor Larimore's 93rd birthday. Miriam bought a small cake and we all sang Taylor Happy Birthday.

Looking forward to many more Boglehead meetups.


regards
Image | blb | December Birthday Celebration: Ludwig van Beethoven

User avatar
Taylor Larimore
Advisory Board
Posts: 26243
Joined: Tue Feb 27, 2007 8:09 pm
Location: Miami FL

Barry's Blog

Post by Taylor Larimore » Mon Jan 23, 2017 8:26 pm

I was wondering if you would like to fashion a guest author blog entry from your forum post for our site's blog.

Barry:

The answer is "yes."

Thank you and best wishes.
Taylor
"Simplicity is the master key to financial success." -- Jack Bogle

clevername
Posts: 276
Joined: Sun Jul 10, 2011 7:13 pm
Location: FL

Re: South Florida Local Chapter

Post by clevername » Tue Jan 24, 2017 9:43 am

Hi everyone,

Thank you all for attending the other day! I was very happy to host our first Bogleheads meeting of 2017, and it seems like everyone had a great time. It was great to see everyone again, and meet so many new members too. Looking forward to next time,

Best regards,

Josh

Post Reply