South Florida Local Chapter

US Local Chapters, Wiki, and general Bogleheads community discussion, news, events, and announcements.
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indexonlyplease
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Joined: Thu Apr 30, 2015 12:30 pm
Location: Florida

Re: South Florida Local Chapter

Post by indexonlyplease »

I will be there.

Thank You,

Cliff
Miriam2
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Joined: Fri Nov 14, 2014 11:51 am

Re: South Florida Local Chapter

Post by Miriam2 »

Reminder for our Sun. Jan. 27, 2019, meeting from 12 noon to 2:00 pm in Hollywood 8-)

Our special guest is a Vanguard Senior Financial Advisor from the Personal Advisor Services (PAS) at Vanguard.

Taylor and the Larimores will be treating everyone to a light lunch.
We will be celebrating Taylor's 95th birthday :sharebeer

Please see up-thread for directions to the meeting:
Stirling Road Branch, Broward Library
3151 Stirling Road, Hollywood

Added to our YES- We're Coming list -
MarkF
EduardoA
Ben10
Aerolulu
G.gdf
C.gdf
JeffR
alm823
Janielle
indexonlyplease
mjb49
Burley
finmanjim
BogleTails & DW {Dear Wife} <<== added
55andout <<== added!
TFHutch <<== added!!
Last edited by Miriam2 on Sat Jan 26, 2019 8:11 pm, edited 5 times in total.
John Bogle, "The Twelve Pillars of [Financial] Wisdom" - Pillar 4: Nothing Ventured, Nothing Gained. Eschewing the risk of stocks, therefore, carries a risk of its own.
BogleTails
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Re: South Florida Local Chapter

Post by BogleTails »

Please add myself and my wife to the list. Thanks and looking forward to seeing everybody again.
55andout
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Location: Mid Michigan

Re: South Florida Local Chapter

Post by 55andout »

Please add me to the list. Driving over from Florida's Left Coast.
Miriam2
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Re: South Florida Local Chapter

Post by Miriam2 »

Thank you everyone for our wonderful meeting today, and special thanks to the Vanguard Senior Advisor who so capably presented the Vanguard Personal Advisor Service (PAS) and so graciously answered all our questions :happy

We celebrated Taylor's birthday - 95 years young and still championing Jack Bogle's investing philosophy :happy Jack Bogle wrote this in the Foreward to Taylor's book, "The Three-Fund Portfolio:"
Yes, with Taylor Larimore's leadership, the Bogleheads have become a power in the field of independent, unbiased investment information.
8-)
John Bogle, "The Twelve Pillars of [Financial] Wisdom" - Pillar 4: Nothing Ventured, Nothing Gained. Eschewing the risk of stocks, therefore, carries a risk of its own.
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Jazzman
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Re: South Florida Local Chapter

Post by Jazzman »

Miriam2 wrote: Sun Jan 27, 2019 9:44 pm Thank you everyone for our wonderful meeting today, and special thanks to the Vanguard Senior Advisor who so capably presented the Vanguard Personal Advisor Service (PAS) and so graciously answered all our questions :happy

We celebrated Taylor's birthday - 95 years young and still championing Jack Bogle's investing philosophy :happy Jack Bogle wrote this in the Foreward to Taylor's book, "The Three-Fund Portfolio:"
Yes, with Taylor Larimore's leadership, the Bogleheads have become a power in the field of independent, unbiased investment information.
8-)
Thank you Miriam2 and all the other volunteers for your tireless work. Without you guys this chapter would not function so well. I realize it is a heavy task to arrange these meeting twice a year. So I am thanking you for everybody. I want to volunteer.
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midareff
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Location: Biscayne Bay, South Florida

Re: South Florida Local Chapter

Post by midareff »

Jazzman said it beautifully, we all thank you Miriam2, Taylor and all the rest of the heads.
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LazyNihilist
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Re: South Florida Local Chapter

Post by LazyNihilist »

Hello Bogleheads,

We had our 2019 South Florida Bogleheads chapter meeting on Sunday @ the Stirling Rd branch Library.
The library conference room was full for the meeting with 54 people (13 newbies) and shows a steady growth of members attending.

There was a brief tribute, by Miriam and Taylor, to Jack Bogle to start of the meeting.

We had a Senior Advisor from Vanguard Personal Advisor Services as the main Speaker/Presenter.
The primary agenda for this meeting was the presentation of the Personal Advisor Services(PAS) provided by Vanguard and the session was interactive with attendees having any questions clarified and discussion on topics primarily related to PAS.

Some salient points of PAS are
  • A dedicated advisor who is a CPA and is salaried by Vanguard and thus does not work on commissions.
  • You can meet your advisor and also have video conference calls.
  • Takes a complete TOP-DOWN approach to investing.
  • Works to tailor solutions for each clients personal situation.
  • Build around the portfolio a client currently has, but use a core of of Vanguard index funds.
  • Keeps track of plan regularly and suggests rebalancing and tax loss harvesting opportunities.
  • Access to special website to track account information and access to portfolio tools.
  • The advisor serves as an emotional circuit breaker so you don't panic during market downturns and abandon your plan.
https://investor.vanguard.com/advice/personal-advisor
There were members in the meeting who utilized PAS and all of them were quite happy with it.

We were once again treated to lunch, sandwiches by Michael Larimore, Ann brought Cookies and Allison Coffee.
Arthur greeted us at the entrance and Paul & Taffy were at the Sign in table to provide name tags.
We finished off the meeting celebrating Taylor's 95th birthday.
Thanks very much Miriam for organizing this meeting.

I say this each year, but I look forward to many more years of this wonderful meetups.

Below is the picture from the meeting.

LazyNihilist

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

Post by Miriam2 »

Thank you LazyN! Next time we try a selfie so you can get in the picture :happy
John Bogle, "The Twelve Pillars of [Financial] Wisdom" - Pillar 4: Nothing Ventured, Nothing Gained. Eschewing the risk of stocks, therefore, carries a risk of its own.
pennywise
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Re: South Florida Local Chapter

Post by pennywise »

What they said! Didn't see the summary and picture till now, and I want to extend a special and VERY sincere thank you to Miriam, who is the one who makes sure these meetings not only happen but run so smoothly.

Great turnout and as always, lots to learn from both the formal program and the informal sharing of tips and experiences.
advisorless
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Joined: Mon Mar 04, 2019 5:23 pm

Re: South Florida Local Chapter

Post by advisorless »

Hi,

New to the forum. I live in the South Florida area and would love to attend the next chapter meeting. Do you know where and when the next one will be?
Miriam2
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Joined: Fri Nov 14, 2014 11:51 am

Re: South Florida Local Chapter

Post by Miriam2 »

Hello South Florida Bogleheads 8-)

Our next meeting is Sunday, July 14, 2019, from 12 noon to 2:00 pm in Hollywood, Florida.

Location: the Stirling Road Branch, Broward County Library, 3151, Stirling Rd, Hollywood
advisorless wrote: Hi,
New to the forum. I live in the South Florida area and would love to attend the next chapter meeting. Do you know where and when the next one will be?
Advisorless - welcome to the Bogleheads! and you're on our South Florida Chapter list :D
John Bogle, "The Twelve Pillars of [Financial] Wisdom" - Pillar 4: Nothing Ventured, Nothing Gained. Eschewing the risk of stocks, therefore, carries a risk of its own.
S&L1940
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Location: South Florida

Re: South Florida Local Chapter

Post by S&L1940 »

Please put me on the SF contact list.
Attended one or two meetings years ago and dropped off for health reasons.

Can you send me an update notice for the July session?

Looking forward to meeting the local Boglehead crowd
Don't it always seem to go * That you don't know what you've got * Till it's gone
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midareff
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Location: Biscayne Bay, South Florida

BEST WISHES TO MIRIAM FOR A SPEEDY RECOVERY

Post by midareff »

She had surgery yesterday.
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Taylor Larimore
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Re: South Florida Local Chapter

Post by Taylor Larimore »

Miriam2:

I am sure that all the Bogleheads wish you a speedy and successful recovery.

Best wishes
Taylor
"Simplicity is the master key to financial success." -- Jack Bogle
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midareff
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Location: Biscayne Bay, South Florida

Re: South Florida Local Chapter

Post by midareff »

Taylor Larimore wrote: Wed Mar 13, 2019 9:50 pm Miriam2:

I am sure that all the Bogleheads wish you a speedy and successful recovery.

Best wishes
Taylor
Not me Taylor, Miriam
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bengal22
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Re: South Florida Local Chapter

Post by bengal22 »

Miriam2 is a wonderful lady and a great host. Wish her a speedy recovery as well.
"Earn All You Can; Give All You Can; Save All You Can." .... John Wesley
Mikeal
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Location: Lake Worth, Fl

Re: South Florida Local Chapter

Post by Mikeal »

Wishing you a speedy recovery.

Michael
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stockpickerted
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Re: South Florida Local Chapter

Post by stockpickerted »

I'll be there, it sounds like something I have been seeking, smart people who are investment minded. Very exciting.
Miriam2
Posts: 3155
Joined: Fri Nov 14, 2014 11:51 am

Re: South Florida Local Chapter

Post by Miriam2 »

Hello Everyone! 8-)

Our next South Florida local chapter meeting is on Sunday, July 14, 2019, from 12 noon to 2:00 pm in Hollywood.

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

Please let me know topics and Q's you would like to discuss.

Yes, Taylor will be providing sandwiches and sodas for everyone :D

Looking forward to seeing everyone again!
John Bogle, "The Twelve Pillars of [Financial] Wisdom" - Pillar 4: Nothing Ventured, Nothing Gained. Eschewing the risk of stocks, therefore, carries a risk of its own.
yvette
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Re: South Florida Local Chapter

Post by yvette »

Jim & I will be there. Looking forward to seeing everyone. One topic I’d like to hear about is feedback from retirees, i.e. how did it feel like after you pulled the trigger, what activities/hobbies did you pick up- did you engage in these before or after retirement, going from a save to a spend mindset, etc. Thank you.
Miriam2
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Re: South Florida Local Chapter

Post by Miriam2 »

Hello South Florida Bogleheads 8-)

We have the following who have RSVP'd for our next meeting on Sun. July 14, 2019 from 12 noon to 2:00 pm -

Taylor Larimore & Taffy
Michael & Joyce
Mike & Ann
Priscilla & Vince
Charlie
Janielle
pennywise
LazyNihilist
TF Hutch
John
Paul
David R
aerolulu
Danielle
Mark F
Stockpickerted
Matt S
2 macaroons
Yvette
Jim-our-techie (thank you for volunteering Jim :D )

Please RSVP here on the forum or to me by PM or through our local chapter email - SFLBogleheads@gmail.com 8-)
John Bogle, "The Twelve Pillars of [Financial] Wisdom" - Pillar 4: Nothing Ventured, Nothing Gained. Eschewing the risk of stocks, therefore, carries a risk of its own.
BlackwaterPark10
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Re: South Florida Local Chapter

Post by BlackwaterPark10 »

Is there a group north of Palm Beach ?
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Taylor Larimore
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Re: South Florida Local Chapter

Post by Taylor Larimore »

BlackwaterPark10 wrote: Fri Jun 28, 2019 7:37 pm Is there a group north of Palm Beach ?
BlackwaterPark10:

There is no Florida Bogleheads Chapter north of Palm Beach.

We meet at the Hollywood Library, 5-minutes west of I-95. You will have a delightful Sunday lunch. meet many interesting Bogleheads, and learn more about successful investing.

Best wishes.
Taylor
"Simplicity is the master key to financial success." -- Jack Bogle
BlackwaterPark10
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Re: South Florida Local Chapter

Post by BlackwaterPark10 »

Taylor Larimore wrote: Fri Jun 28, 2019 9:40 pm
BlackwaterPark10 wrote: Fri Jun 28, 2019 7:37 pm Is there a group north of Palm Beach ?
BlackwaterPark10:

There is no Florida Bogleheads Chapter north of Palm Beach.

We meet at the Hollywood Library, 5-minutes west of I-95. You will have a delightful Sunday lunch. meet many interesting Bogleheads, and learn more about successful investing.

Best wishes.
Taylor
Thank you so much. I’m starting Guide to Investing this weekend. :D
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bengal22
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Re: South Florida Local Chapter

Post by bengal22 »

I highly recommend this meeting. A really great group. I went one January and enjoyed it immensely. Miriam and her husband are great hosts and it is always informative to hear Taylor in person. If your close give it a shot
"Earn All You Can; Give All You Can; Save All You Can." .... John Wesley
Miriam2
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Re: South Florida Local Chapter

Post by Miriam2 »

bengal22 wrote: I highly recommend this meeting. A really great group. I went one January and enjoyed it immensely. Miriam and her husband are great hosts and it is always informative to hear Taylor in person. If your close give it a shot
Thank you bengal22! Hope to see you again soon, perhaps January?
John Bogle, "The Twelve Pillars of [Financial] Wisdom" - Pillar 4: Nothing Ventured, Nothing Gained. Eschewing the risk of stocks, therefore, carries a risk of its own.
Miriam2
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Re: South Florida Local Chapter

Post by Miriam2 »

BlackwaterPark10 wrote:
Taylor Larimore wrote:
BlackwaterPark10 wrote: Is there a group north of Palm Beach ?
BlackwaterPark10:
There is no Florida Bogleheads Chapter north of Palm Beach.

We meet at the Hollywood Library, 5-minutes west of I-95. You will have a delightful Sunday lunch. meet many interesting Bogleheads, and learn more about successful investing.

Best wishes.
Taylor
Thank you so much. I’m starting Guide to Investing this weekend. :D
Hi BlackwaterPark10!

We have several Bogleheads who drive down to Hollywood from north of Palm Beach; it's a straight drive on I-95 (or even the Turnpike). We have several Bogleheads who come from Orlando, Naples, Ft. Myers, and Key Largo. We have a nice large room and guests are welcome. Our members provide lunch - it is difficult to discuss finance on an empty stomach :wink:

Please let me know if you have any questions. Our South Florida local chapter email is SFLBogleheads@gmail.com 8-)

Looking forward to having you join us!
Miriam2
Last edited by Miriam2 on Sat Jun 29, 2019 5:27 pm, edited 1 time in total.
John Bogle, "The Twelve Pillars of [Financial] Wisdom" - Pillar 4: Nothing Ventured, Nothing Gained. Eschewing the risk of stocks, therefore, carries a risk of its own.
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Mel Lindauer
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Re: South Florida Local Chapter

Post by Mel Lindauer »

Sorry that I was unable to accept an invitation to this meeting since I'll be in Philly. Hopefully another time.
Best Regards - Mel | | Semper Fi
Miriam2
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Re: South Florida Local Chapter

Post by Miriam2 »

Added to our "Yes We're Coming List" 8-)

amitb00 x 2 - see you next meeting!
thekro
advisorless x 2
Wally
Allison
finmanjim <<== is in!
Adding - Mr & Mrs Saker2019 <<== Welcome!!
Adding - latebloomer2 <<== Welcome!!

Adding - Welcome!
BogleTails x 2
Stockpickerted
ChrisB
Dan & Debbie
DisplacedHoosier x 2
GDBryan - yes you're on the list!
Matthew H
Larry Auton aka mingstar - :D

Maybe's - BlackwaterPark x 2, nall, S&L1940, jdb, clevername, pink
Last edited by Miriam2 on Sat Jul 13, 2019 3:10 pm, edited 8 times in total.
John Bogle, "The Twelve Pillars of [Financial] Wisdom" - Pillar 4: Nothing Ventured, Nothing Gained. Eschewing the risk of stocks, therefore, carries a risk of its own.
Miriam2
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Re: South Florida Local Chapter

Post by Miriam2 »

Reminder for our next South Florida local chapter meeting Sun. July 14, 2019, from 12 noon to 2:00 pm

Location - Stirling Road Branch Broward County library, 3151 Stirling Rd, Hollywood
Please see up-thread for detailed directions.

Our Agenda -

1 - John Bogle's investing philosophy and legacy

2 - Retirement Roundtable

Many Bogleheads have requested a discussion about Retirement - planning for retirement financially and emotionally, asset allocation in the immediate years before and after retirement, which funds to use, Roth conversions, safe withdrawal rates and the panic of reducing principal, the bucket approach to retirement spending, downsizing the home and adjusting to new living arrangements, and so on . . . 8-)

3 - Open Mic Q & A on anything and everything finance

Please RSVP here on the forum or to me by PM or through our local chapter email - SFLBogleheads@gmail.com

Looking forward to another nice meeting!
John Bogle, "The Twelve Pillars of [Financial] Wisdom" - Pillar 4: Nothing Ventured, Nothing Gained. Eschewing the risk of stocks, therefore, carries a risk of its own.
finmanjim
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Location: Miami, Florida

Re: South Florida Local Chapter

Post by finmanjim »

Count me in!

Jim
saker2019
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Re: South Florida Local Chapter

Post by saker2019 »

Good morning! I am new to the site and came across this thread concerning the South Florida local chapter meeting on Sun. July 14, 2019, from 12 noon to 2:00 pm. If it isn't too late to sign-up, my wife and I would like to come down from Martin County to attend the meeting. Please confirm. Thanks.

Location - Stirling Road Branch Broward County library, 3151 Stirling Rd, Hollywood
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Taylor Larimore
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Re: South Florida Local Chapter

Post by Taylor Larimore »

saker:

Welcome to the forum and your first Bogleheads Chapter meeting.

You and your wife will not be disappointed after your drive. Arrive on an empty stomach :wink:

Best wishes.
Taylor
"Simplicity is the master key to financial success." -- Jack Bogle
latebloomer2
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Re: South Florida Local Chapter

Post by latebloomer2 »

Hi, am new to the site and would like to attend the July-14-2019 meeting
Thanks, Ron
nall
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Re: South Florida Local Chapter

Post by nall »

First time poster. I'd like to attend too if it's not too late. Much like saker2019, it's a bit of a drive for me.

Taylor - are people going to lunch beforehand, or?
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stockpickerted
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Re: South Florida Local Chapter

Post by stockpickerted »

When is the next meeting? I would love to attend.
Miriam2
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Re: South Florida Local Chapter

Post by Miriam2 »

nall wrote: Thu Jul 11, 2019 2:37 pm First time poster. I'd like to attend too if it's not too late. Much like saker2019, it's a bit of a drive for me.

Taylor - are people going to lunch beforehand, or?
Hi nall and welcome to the Bogleheads!

We have Bogleheads who come from Orlando, Ft. Myers, Naples, Martin County, Palm Beach, and Key Largo. Yes, we have plenty of space for guests. We have our nice conference room from 11:00 am-3:00 pm; our formal meeting is from 12 noon to 2:00 pm.

We lunch before, during, and after the meeting - discussions about personal finance go better with a happy stomach and nice people :happy

It would be a pleasure to have you join us; bring all your finance Q's for discussion.

Miriam2
Last edited by Miriam2 on Thu Jul 11, 2019 9:02 pm, edited 2 times in total.
John Bogle, "The Twelve Pillars of [Financial] Wisdom" - Pillar 4: Nothing Ventured, Nothing Gained. Eschewing the risk of stocks, therefore, carries a risk of its own.
Miriam2
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Re: South Florida Local Chapter

Post by Miriam2 »

stockpickerted wrote: When is the next meeting? I would love to attend.
Our next meeting is this Sun. July 14, 2019, from 12 noon to 2:00 pm

Please wear your "stockpickerted" barrel so we recognize you :wink:
What happened? Lose your shirt picking stocks? :mrgreen:
John Bogle, "The Twelve Pillars of [Financial] Wisdom" - Pillar 4: Nothing Ventured, Nothing Gained. Eschewing the risk of stocks, therefore, carries a risk of its own.
Miriam2
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Joined: Fri Nov 14, 2014 11:51 am

Re: South Florida Local Chapter

Post by Miriam2 »

latebloomer2 wrote: Tue Jul 09, 2019 3:02 pm Hi, am new to the site and would like to attend the July-14-2019 meeting
Thanks, Ron
Hi latebloomer2,

I sent you a PM (private message), which hasn't been opened yet, about the meeting.

I have you on the list and when you come to our meeting, please let me know so I can show you how to open your PM's and otherwise navigate using the Bogleheads forum 8-)

Miriam2
John Bogle, "The Twelve Pillars of [Financial] Wisdom" - Pillar 4: Nothing Ventured, Nothing Gained. Eschewing the risk of stocks, therefore, carries a risk of its own.
GDBryan
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Location: Florida

Re: South Florida Local Chapter

Post by GDBryan »

Looks like I'll be able to attend after all. Please add me to the list.
Miriam2
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Re: South Florida Local Chapter

Post by Miriam2 »

Meeting reminder 8-)

Our next local chapter meeting is this Sunday, July 14, 2019, from 12 noon to 2:00 pm

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

Yes, Taylor's family and other Bogleheads will be providing sandwiches and sodas for everyone :D

Our Agenda -

1 - John Bogle's investing philosophy and legacy

2 - Retirement Roundtable - planning for retirement financially and emotionally, asset allocation in the immediate years before and after retirement, which funds to use, Roth conversions, safe withdrawal rates and the panic of reducing principal, the bucket approach to retirement spending, downsizing the home and adjusting to new living arrangements, and so on . . . 8-)

3 - Open Mic Q & A on anything and everything finance

Looking forward to another nice meeting! (Please see up-thread for the latest rsvp list)
John Bogle, "The Twelve Pillars of [Financial] Wisdom" - Pillar 4: Nothing Ventured, Nothing Gained. Eschewing the risk of stocks, therefore, carries a risk of its own.
wfromm
Posts: 46
Joined: Mon Apr 04, 2016 10:16 pm

Re: South Florida Local Chapter

Post by wfromm »

Dear Bogleheads,

I attended the meeting of the South Florida Bogleheads on 7/14/19 and it was a wonderful event as usual. I especially want to thank Miriam, Arthur, Taffy and Taylor. Thanks to all who participated in the discussions, especially Taylor Larimore, Miriam and Charley. There were many others but I can't recall their names.

This event is always very worthwhile and this meeting had a very good turnout. I appreciate being able to have contact with so many really smart people.

Thanks again to the organizers,
Bill & Diane Fromm
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Blueskies123
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Re: South Florida Local Chapter

Post by Blueskies123 »

I have been to 4 or 5 now and what I liked about this meeting is that more of the audience spoke up and told the group about some of their experiences.
If you find yourself in a hole, stop digging
Miriam2
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Re: South Florida Local Chapter

Post by Miriam2 »

Thank you South Florida Bogleheads for another wonderful meeting - and special appreciation to Mingstar (aka Larry Auton) for offering your personal suggestions (and taking such good care of the Bogleheads computer server 8-)

Taylor - thank you for your experienced and unabashed financial advice to all of us, your consideration, decency and charm, and your shy sense of humor (-- lol :mrgreen: ) We are looking forward to many more wonderful meetings, after all, the Bogleheads are only 21 :D
John Bogle, "The Twelve Pillars of [Financial] Wisdom" - Pillar 4: Nothing Ventured, Nothing Gained. Eschewing the risk of stocks, therefore, carries a risk of its own.
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LazyNihilist
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Re: South Florida Local Chapter

Post by LazyNihilist »

Hello Bogleheads,

We had our South Florida Bogleheads chapter meeting last Sunday at the Stirling Rd branch library in Hollywood, Florida. We were honored to have Taylor Larimore, who founded the Bogleheads in 1998, and Larry Auton, one of the Bogleheads.org site owners, with us at the meeting. Larry also maintains and services our Bogleheads.org website so it runs smoothly.
We had 40 Bogleheads at the meeting. A few new faces and a lot of familiar ones as well.

We started off with two short videos
https://www.cnbc.com/2018/09/12/jack-bo ... risis.html
http://vanguard.vo.llnwd.net/o1/EXT/SH/ ... 012018.mp4

These were a reminder of Jack Bogle's investing philosophy. His relentless fight to give everyone a fair shake. His legacy lives on in the more than 80 local Bogleheads chapters and 6 overseas chapters. This in addition to the Annual Bogleheads conference.

The main topic of discussion was retirement planning and how it affected Bogleheads.
We had people share their experiences and had interesting conversations about going back to work after retiring and how retirement affects them emotionally and financially.

We also discussed about Active investing and what % of a portfolio, if any, do Bogleheads invest actively. There were replies about the dangers and futility of active investing and timing the market. Setting aside a small percentage (3-5% or less) of the total portfolio as play money to actively trade was a suggestion.

There was a helpful article printed and provided by Charlie about discussions to change the rules for IRA distribution currently being discussed by congress and how it can affect beneficiaries.

Other topics of discussion included,
Factor investing using DFA funds.
Bogleheads buying individual stocks.
Harry Browne's Permanent Portfolio.
Roth vs Traditional investing.

We had a lot of delicious food. Sandwiches were provided by Michael Larimore. Ann who recently retired brought homemade cookies. Coffee and supplies were brought by Allison. Technical assistance provided by Jim. Thanks to Miriam for the excellent organization of another Bogleheads meeting.

Here's a picture from the meetup.
Image

Looking forward to the next chapter meeting.

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

Post by Miriam2 »

Hello South Florida Bogleheads - and Boglehead Snow Birds 8-)

Just a heads-up - our next local chapter meeting is set for Sunday, January 26, 2020

Time - from 12 noon to 2:00 pm

Place - our usual conference room in the Stirling Road Branch, Broward County Library - 3151 Stirling Rd, Hollywood, Florida

More details will follow - and of course, we are always looking for topics, questions, and speakers.

For those going to the Bogleheads Conference in a few weeks, enjoy!
John Bogle, "The Twelve Pillars of [Financial] Wisdom" - Pillar 4: Nothing Ventured, Nothing Gained. Eschewing the risk of stocks, therefore, carries a risk of its own.
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1030danielle
Posts: 79
Joined: Fri Jul 15, 2016 12:25 pm
Location: Sunshine State

Re: South Florida Local Chapter

Post by 1030danielle »

Thanks, Miriam.
I hope to make this one.
🙂
Three-funder with a tech tilt.
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bengal22
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Location: Ohio

Re: South Florida Local Chapter

Post by bengal22 »

Unless the Bengals make the playoffs, I may attend this as well.
"Earn All You Can; Give All You Can; Save All You Can." .... John Wesley
Miriam2
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Joined: Fri Nov 14, 2014 11:51 am

Re: South Florida Local Chapter

Post by Miriam2 »

bengal22 wrote: Unless the Bengals make the playoffs, I may attend this as well.
Sounds like a variation of Pascal's wager 8-) I'm not sure whether to hope your favorite team loses so we have the pleasure of your company again, or to hope your team wins so you'll enjoy watching your game.

You could just switch loyalties and cover both bases :P

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Last edited by Miriam2 on Sun Nov 24, 2019 1:30 am, edited 1 time in total.
John Bogle, "The Twelve Pillars of [Financial] Wisdom" - Pillar 4: Nothing Ventured, Nothing Gained. Eschewing the risk of stocks, therefore, carries a risk of its own.
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