South Florida Local Chapter

US Local Chapters, Wiki, and general Bogleheads community discussion, news, events, and announcements.
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Jazzman
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Re: South Florida Local Chapter

Post by Jazzman »

I'll be there.
Mardoc01
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Re: South Florida Local Chapter

Post by Mardoc01 »

i hope to be there as well anyway to get an email remindr closer to the date ?
yvette
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Re: South Florida Local Chapter

Post by yvette »

Jim & I are planning to be there as well. We look forward seeing everyone again. Enjoy the Holidays!
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bengal22
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Re: South Florida Local Chapter

Post by bengal22 »

Are snowbirds welcome at the meeting? I am in fort Myers in January and I know its a drive but I would like to meet some fellow bogleheads.
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Miriam2
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Re: South Florida Local Chapter

Post by Miriam2 »

bengal22 wrote: Are snowbirds welcome at the meeting? I am in fort Myers in January and I know its a drive but I would like to meet some fellow bogleheads.
Of course snowbirds are welcome :happy We would love to have you join our meeting. Take I-75 and you'll be here in a flash. We have another group that comes from Orlando and a Boglehead who drives up from Key Largo.

Please wear your bengal22 outfit and hat so we recognize you :wink:
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Miriam2
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Re: South Florida Local Chapter

Post by Miriam2 »

Another reminder that our next South Florida local chapter meeting is set for Sunday, January 21, 2018, from 12 noon to 2:00 pm, at the Stirling Road Branch, Broward County Library, in Hollywood, Florida.

Location -
Stirling Road Branch, Broward County Library
Large conference room
3151 Stirling Road, Hollywood, Florida

Directions -
From I-95 - exit Stirling Road
Go west 1-2 miles
Library is on right (north side), set back behind large oak trees

Plenty of free parking out front. We have room for 60-65 people, guests are welcome.
Please RSVP here on the forum or to me by PM or through our local chapter email - SFLBogleheads@gmail.com

Taylor will provide food, investing advice, inspiration and good cheer :D

I took the risk :shock: and took down my hurricane shutters
Our first topics for discussion will be: Evaluating risk and the necessity of an Emergency Fund :mrgreen:

Miriam2
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1030danielle
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Re: South Florida Local Chapter

Post by 1030danielle »

Hello hello! I plan to attend the Jan. 21 local event.
Danielle
MarilynDennison
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Re: South Florida Local Chapter

Post by MarilynDennison »

I will attend. Add me to the list, please, one person.
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midareff
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Re: South Florida Local Chapter

Post by midareff »

Hi Miriam and Happy Thanksgiving.. we are in.
pennywise
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Re: South Florida Local Chapter

Post by pennywise »

I will definitely be there, and looking forward to it-great venue!
MoneyMasterBob1
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Re: South Florida Local Chapter

Post by MoneyMasterBob1 »

I am planning to attend.

Thank you.
Bob
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Taylor Larimore
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Re: South Florida Local Chapter

Post by Taylor Larimore »

Bob:

Welcome to the Bogleheads Forum!

I am looking forward to meeting you.

Best wishes.
Taylor
"Simplicity is the master key to financial success." -- Jack Bogle
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TF Hutch
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Re: South Florida Local Chapt

Post by TF Hutch »

Miriam2
I sent you a private message advising that I will be attending the Jan meeting.

Thoughts for discussion.
How, where does one learn to do "Settlement Fund" accounting.

A discussion on withdrawal strategies. Taxes?

Thanks,
Fred Lane
Hutch | A fool and his funds are soon parted! - Thomas Tusser (English Farmer and Writer. 1524-1580)
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Miriam2
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Re: South Florida Local Chapter

Post by Miriam2 »

Hello Frozen South Florida Bogleheads! It's 65 degrees outside and it's going down to an unspeakably cold 49 degrees tonight :shock: :annoyed

Time to do what forum member Peppers does on these cold and blustery winter nights :D
On these cold and blustery winter nights, I like to make a nice hot cup of hazelnut coffee, get a warm blanket and snuggle up on the couch and peruse the latest IRS publications. 'Tis the season . . .

Here is the latest list of of those who have rsvp'd to our upcoming Sunday, January 21, 2018, meeting, 12 noon to 2:00 pm -

Taylor & Taffy
Michael & Joyce Larimore
Mikeal + guest
Blueskies123
Macaroon + Mr. Macaroon
RetireSomeday5
Jazzman
Mardoc01
Yvette & Jim
John & Paul - our Orlando guys
Sarah N - from Tampa
Michael B
LazyNihilist
1030danielle
Marilyn D
Midareff + Mrs. Midareff
Josh M
Fred B
Pennywise
MoneyMasterBob1
ChrisB
TFHutch
Bengal22 - snowbird from Ohio (bring your awesome warm coat & hat :mrgreen:
Mr & Mrs. P - 2 snowbirds from Philly (bring your Philly fleece with you :mrgreen:

See up-thread for meeting details.
Please rsvp by sending me a PM, by gmail SFLBogleheads@gmail.com or out loud here on the forum.
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Mel Lindauer
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Re: South Florida Local Chapter

Post by Mel Lindauer »

Nice group for your next meeting, Miriam. Didn't see your name on the list, so I'll add one more to the count.

Give my best regards to all those in attendance.
Best Regards - Mel | | Semper Fi
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MrDogg
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Re: South Florida Local Chapter

Post by MrDogg »

Hi Miriam,

This is my RSVP for one for the January meeting.

Thanks
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Miriam2
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Re: South Florida Local Chapter

Post by Miriam2 »

Hello South Florida Bogleheads 8-)
Reminder for the Sunday, Jan. 21, 2018, meeting at 12 noon - please see up-thread for details.

Several Bogleheads have asked whether Taylor's new book on the "Three Fund Portfolio" will be available at our meeting.

As of this time, the publisher has told us they "don't believe we will be out by January 21," so unfortunately we may not have the book available.

We will, however, have Taylor with us and for sure, he will discuss all matters and answer all questions regarding the Three Fund Portfolio with his experienced financial savvy :wink: and his usual grace and kindness :D
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Miriam2
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Re: South Florida Local Chapter

Post by Miriam2 »

Happy New Year South Florida Bogleheads!

Another reminder that our next South Florida local chapter meeting is set for Sunday, January 21, 2018, from 12 noon to 2:00 pm, at the Stirling Road Branch, Broward County Library, in Hollywood, Florida. Easy to get to, easy to find, easy parking, good food & talk 8-)

Location -
Stirling Road Branch, Broward County Library
3151 Stirling Road, Hollywood, Florida

Directions -
From I-95 - exit Stirling Road - go west 1-2 miles
Library is on right (north side), set back behind large oak trees

Plenty of free parking out front. We have room for 60-65 people, guests are welcome.
Please RSVP here on the forum or to me by PM or through our local chapter email - SFLBogleheads@gmail.com

It appears that Taylor's new book on the "Three Fund Portfolio" will not be available by then for purchase; the release date is set for April 18, 2018. (I guess we have to file our taxes first, then we can get the book :mrgreen:

However, the book is available for pre-order on Amazon:
https://www.amazon.com/s/ref=a9_sc_1?rh ... 1514949145
Last edited by Miriam2 on Tue Jan 02, 2018 9:15 pm, edited 1 time in total.
andyhere
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Re: South Florida Local Chapter

Post by andyhere »

I'm looking forward to attending the Jan 21 meeting in Hollywood. I thought the last meeting (my first) was terrific. A super friendly crowd, and an opportunity to meet new folks and share points of view.
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Miriam2
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Re: South Florida Local Chapter

Post by Miriam2 »

Added to our list for our Jan 21, 2018, meeting :happy
WoodStock65 + friend
Mr. Dogg
Osp62
Buffbog
Charlie + friend
finmanjim
andyhere
TonyC + friend
Matjaz
Atgard

And our maybe's -
EricaA
(gekko)
SoFlaBogle
DaveR

Q - any topics or Q's you wish to discuss :?:
glosing
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Re: South Florida Local Chapter

Post by glosing »

I will plan to be there with my husband.Thanks for organizing this!
whonoze
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Re: South Florida Local Chapter

Post by whonoze »

DW and I, first-year Miami snowbirds, will be attending. Looking forward to meeting everyone.
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thekro
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Re: South Florida Local Chapter

Post by thekro »

I will try to attend :happy
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Taylor Larimore
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Re: South Florida Local Chapter

Post by Taylor Larimore »

thekro wrote: Wed Jan 10, 2018 9:17 am I will try to attend :happy
thekro:

The Larimore family are bringing sandwiches for each Boglehead attending. Please let Mariam2 know as soon as possible if you are attending so that we know how many sandwiches to bring.

Thank you and best wishes.
Taylor
"Simplicity is the master key to financial success." -- Jack Bogle
mingstar
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Re: South Florida Local Chapter

Post by mingstar »

I go to church in Hollywood and they don't wrap up until around 12:30.
Would it be possible to schedule future meetings to start a bit later, say 1:00 PM?
thekro
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Re: South Florida Local Chapter

Post by thekro »

I am planning on attending unless something unexpected comes up and I am looking forward to meeting everyone!
GonFIRE
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Re: South Florida Local Chapter

Post by GonFIRE »

I would like to attend with a friend, if there's room. thanks!
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Miriam2
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Re: South Florida Local Chapter

Post by Miriam2 »

South Florida Bogleheads!

We are happy that Larry Auton (Boglehead mingstar) will again be joining us for our next meeting :D

For those who may not know the history of the Bogleheads, Larry is the co-founder and co-owner of the Bogleheads Forum. He helped to bring Bogleheads.org out of the early stages and into its present readable and workable form.

Larry is also the tireless computer tech who maintains the Bogleheads computer server and keeps it running smoothly today.

Some good reading on Bogleheads history:

The Bogleheads
Happy 10th Birthday Bogleheads Forum
Taylor Larimore
Mel Lindauer

Larry- we're looking forward to having you join us. Don't worry about the timing. We have food and drink and we have the room until closing :happy
vaag77
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Re: South Florida Local Chapter

Post by vaag77 »

Hello All,
I shall certainly be there on Jan 21
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Miriam2
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Re: South Florida Local Chapter

Post by Miriam2 »

Additional RSVP list for our upcoming 1/21/18 meeting -

Larry Auton (BH founder mingstar)
jdb
2 glosings
Mr & Mrs whonoze
deepak
Thekro
genefl + friend
IvanJ
DavidR
vaag77

Added to Maybe's -
Carls

We're looking forward to a nice meeting 8-)
G8R
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Re: South Florida Local Chapter

Post by G8R »

Hello Miriam2,

I’m new to the forum and looking forward to attending the local chapter meeting on Sunday, January 21, 2018. Please add me to the list of attendees.

Thanks!
jonnyboy
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Re: South Florida Local Chapter

Post by jonnyboy »

I will also be in attendance with one other person. Looking forward to it.
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Miriam2
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Re: South Florida Local Chapter

Post by Miriam2 »

Reminder for our Sun Jan 21, 2018, meeting from 12 noon to 2:00 pm. See up-thread for details.

Taylor and the Larimore family are treating all South Florida Bogleheads and bringing sandwiches for everyone :D

Additions to our RSVP list -
G8R
Paul C
jonnyboy & friend
clevername
Alex F
wfromm

Our local chapter gmail is SFLBogleheads@gmail.com
thekro
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Re: South Florida Local Chapter

Post by thekro »

I had a great time at the meeting and want to express my thanks! Great to meet everybody and again a "Big Happy Birthday Taylor! "
Mardoc01
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Re: South Florida Local Chapter

Post by Mardoc01 »

Here here. Great group. Looking forward to the next
pennywise
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Re: South Florida Local Chapter

Post by pennywise »

Many thanks to the organizers of yesterday's South Florida chapter meeting that drew a large turnout of dedicated Bogleheads, some new and some 'vintage' but all interested in gathering to share ideas and of course see and hear from our guru Taylor Larimore. Taylor was as always warm, kind and generous in both sharing his wisdom and feeding the gathering.

A special appreciation to Miriam2 who worked hard and long to arrange the details and serve as emcee for our gathering. Event planning is not easy and Miriam made it look that way--thank you for setting up such a great day!
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LazyNihilist
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Re: South Florida Local Chapter

Post by LazyNihilist »

Hello Bogleheads,

We had our 2018 South Florida Bogleheads Chapter meeting on Sunday from Noon to 2pm.
It was great to meet fellow Bogleheads with a good mixture of old and new faces. We had Bogleheads from Fort Myers and Orlando among us.

Miriam was the chief organizer of the meeting and deserves a lot of thanks and praise for the excellent organization.

After our initial introductions (which had a touch of AA meeting about them as one Boglehead noted :-) )
The main topics of discussion were

1. Assessing Risk assessment during natural disasters.
What amount of emergency funds and cash should one have during such situations?
We discussed various strategies like keeping enough cash, using mobile payment applications for payment, etc.

2. Vanguard Fund Transactions accounting.
It looks like after Vanguard moved the majority of accounts to Brokerage service, some users are having problems with using the transactions with Quicken and other software.

3. Vanguard Trust Planning and services.
There was also discussion about how Vanguard provides one of the best Trust Planning and related services and are very cost effective and don't have conflict of interests that plague other financial firms.

The Larimore family once again generously provided us with sandwiches and Miriam brought snacks and drinks.
We celebrated Taylor's 94th Birthday as we finished our meetup and I look forward to celebrating many more of them.

Below are a few pictures from the meeting.

Image

Image

Image
The strong do what they can and the weak suffer what they must -Thucydides
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Miriam2
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Re: South Florida Local Chapter

Post by Miriam2 »

LazyNihilist wrote: Hello Bogleheads,
We had our 2018 South Florida Bogleheads Chapter meeting on Sunday from Noon to 2pm.
It was great to meet fellow Bogleheads with a good mixture of old and new faces. We had Bogleheads from Fort Myers and Orlando among us. . . .
Thank you LazyNihilist for your nice meeting outline and your wonderful photos :happy We had 52 Bogleheads who signed in and probably a few more who arrived later.

We also were fortunate to have several Bogleheads from the Philadelphia chapter join us, as well as snowbirds from Ohio, New Jersey and Chicago. We hope you enjoyed the "balmy" South Florida weekend 8-)

Dear Taylor and the Larimore clan - thanks for the great sandwiches, I assure you, no one left the meeting hungry :beer
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MrDogg
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Re: South Florida Local Chapter

Post by MrDogg »

Thank you to all the organizers and presenters at the 2018 South Florida Boglehead Conference. As always, I met many interesting people and learned something new relating to investing. A special thanks to Taylor who through his posts has greatly enhanced my personal portfolio and a Happy Birthday wish as well. The sandwiches and snacks capped off a great event. Looking forward to next years meeting.
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1030danielle
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Re: South Florida Local Chapter

Post by 1030danielle »

Thanks for posting the photos!
It’s always a treat to see bogleheads in the real world.
Danielle
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Mel Lindauer
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Re: South Florida Local Chapter

Post by Mel Lindauer »

Hi to all the South Florida Bogleheads. I see my buddy, Jessie, was there.
Best Regards - Mel | | Semper Fi
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Miriam2
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Re: South Florida Local Chapter

Post by Miriam2 »

Mel Lindauer wrote: Hi to all the South Florida Bogleheads. I see my buddy, Jessie, was there.
Maybe if Mid-Florida ever gets too cold for you Mel, you could come down for warmth and blue skies and aquamarine waters and your Boglehead buddies at our local chapter meeting. You'd enjoy Taylor's sandwiches and you could tell us the story of "Mel's Unloved Mid-Caps" :happy
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Mel Lindauer
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Re: South Florida Local Chapter

Post by Mel Lindauer »

Miriam2 wrote: Sat Jan 27, 2018 1:21 pm
Mel Lindauer wrote: Hi to all the South Florida Bogleheads. I see my buddy, Jessie, was there.
Maybe if Mid-Florida ever gets too cold for you Mel, you could come down for warmth and blue skies and aquamarine waters and your Boglehead buddies at our local chapter meeting. You'd enjoy Taylor's sandwiches and you could tell us the story of "Mel's Unloved Mid-Caps" :happy
Actually, Rick Ferri and I did come down to attend one of your group's meetings a couple of years ago. IIRC, it was to celebrate one of Taylor's many birthdays. :-)

Perhaps I'll be able to join you and your group at one of your future meetings. It's a bit of a drive (about 500 miles round trip).

Thanks for taking the reins of the South Florida Bogleheads Local Chapter. Based on the attendance figures, you're obviously doing things right.

Best regards,

Mel
pink
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Re: South Florida Local Chapter

Post by pink »

Greetings all,

I wonder if the SF chapter is still active these days? I recently moved to the Miami area and would love to drop in on a meeting!

Regards,
Daniel
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Taylor Larimore
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Re: South Florida Local Chapter

Post by Taylor Larimore »

pink:

Welcome to the Bogleheads Forum!

I believe our next Boglehead S. Florida Chapter meeting will be in July. I am confident our president, mariam2, will announce the place, time and date here. Stay tuned.

Best wishes.
Taylor
"Simplicity is the master key to financial success." -- Jack Bogle
pink
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Re: South Florida Local Chapter

Post by pink »

Hi Taylor,

Thank you for your response. I'm subscribed to the topic and will keep my eye on it.

By the way, I have been assigning your "Bogleheads guide to investing" book in my personal finance class! :)

Regards,
Daniel
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Miriam2
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Re: South Florida Local Chapter

Post by Miriam2 »

Hello South Florida Bogleheads 8-)

Please pencil in our next local chapter meeting on Sunday, July 1, 2018, from 12 noon to 2:00 pm in Hollywood.

This date is not firmed up yet.

We are waiting to see if Taylor's new book on the "Three-Fund Portfolio" will be published by then so we can have a nice meeting with Taylor focused on the Three Fund Portfolio and a book signing. We are hoping to have extra copies of the book available for his book signing 8-)

Taylor's book is also available on pre-sale from Amazon.
Taylor's New Book: The Bogleheads' Guide to the Three-Fund Portfolio
Last edited by Miriam2 on Sun Jun 20, 2021 11:05 pm, edited 1 time in total.
FredCouples
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Re: South Florida Local Chapter

Post by FredCouples »

Miriam2 wrote: Thu Apr 26, 2018 6:41 pm Hello South Florida Bogleheads 8-)

Please pencil in our next local chapter meeting on Sunday, July 1, 2018, from 12 noon to 2:00 pm in Hollywood.

This date is not firmed up yet.

We are waiting to see if Taylor's new book on the "Three-Fund Portfolio" will be published by then so we can have a nice meeting with Taylor focused on the Three Fund Portfolio and a book signing. We are hoping to have extra copies of the book available for his book signing 8-)

Taylor's book is also available on pre-sale from Amazon.
Taylor's New Book: The Bogleheads' Guide to the Three-Fund Portfolio
Pre-ordered my book and want to attend for Taylor's autograph.

Not sure if my Joe DiMaggio signed baseball will be worth as much as Taylor's.
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Mel Lindauer
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Re: South Florida Local Chapter

Post by Mel Lindauer »

Miriam2 wrote: Thu Apr 26, 2018 6:41 pm Hello South Florida Bogleheads 8-)

Please pencil in our next local chapter meeting on Sunday, July 1, 2018, from 12 noon to 2:00 pm in Hollywood.

This date is not firmed up yet.

We are waiting to see if Taylor's new book on the "Three-Fund Portfolio" will be published by then so we can have a nice meeting with Taylor focused on the Three Fund Portfolio and a book signing. We are hoping to have extra copies of the book available for his book signing 8-)

Taylor's book is also available on pre-sale from Amazon.
Taylor's New Book: The Bogleheads' Guide to the Three-Fund Portfolio
Wow, one month too early. I'll be in Hollywood in August, attending the 2018 Florida League of Cities Convention.
Best Regards - Mel | | Semper Fi
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Miriam2
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Re: South Florida Local Chapter

Post by Miriam2 »

Looks like our next local chapter meeting will be on Sunday, July 1, 2018, from 12 noon to 2:00 pm in Hollywood.

It appears that Taylor's new book on the "Three-Fund Portfolio" will be published by then and we will have a nice meeting with Taylor focused on the Three-Fund Portfolio and a book signing. We are hoping to have extra copies of the book available at the meeting 8-)

The publisher's description and sale of the book -
https://www.wiley.com/en-us/The+Boglehe ... 1119487333

Taylor's New Book: The Bogleheads' Guide to the Three-Fund Portfolio

Mel - perhaps the Florida League of Cities can reschedule their convention for early July so we can enjoy having you at the book signing :happy
Last edited by Miriam2 on Sun Jun 20, 2021 11:03 pm, edited 1 time in total.
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