South Florida Local Chapter

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indexonlyplease
Posts: 1491
Joined: Thu Apr 30, 2015 12:30 pm
Location: Florida

Re: South Florida Local Chapter

Post by indexonlyplease » Mon Jan 21, 2019 5:59 am

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 » Tue Jan 22, 2019 10:42 pm

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.

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

Re: South Florida Local Chapter

Post by BogleTails » Wed Jan 23, 2019 11:11 pm

Please add myself and my wife to the list. Thanks and looking forward to seeing everybody again.

55andout
Posts: 7
Joined: Mon Apr 08, 2013 12:31 pm
Location: Mid Michigan

Re: South Florida Local Chapter

Post by 55andout » Fri Jan 25, 2019 2:53 pm

Please add me to the list. Driving over from Florida's Left Coast.

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

Re: South Florida Local Chapter

Post by Miriam2 » 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-)

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Jazzman
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Location: MIAMI & NYC

Re: South Florida Local Chapter

Post by Jazzman » Sun Jan 27, 2019 9:59 pm

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 » Mon Jan 28, 2019 9:24 am

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 » Tue Jan 29, 2019 12:05 pm

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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Joined: Fri Nov 14, 2014 11:51 am

Re: South Florida Local Chapter

Post by Miriam2 » Wed Jan 30, 2019 8:04 pm

Thank you LazyN! Next time we try a selfie so you can get in the picture :happy

pennywise
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Joined: Sat May 31, 2014 6:22 am

Re: South Florida Local Chapter

Post by pennywise » Sun Feb 03, 2019 7:33 pm

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 » Mon Mar 04, 2019 5:32 pm

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
Posts: 2449
Joined: Fri Nov 14, 2014 11:51 am

Re: South Florida Local Chapter

Post by Miriam2 » Mon Mar 11, 2019 6:42 pm

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

S&L1940
Posts: 1630
Joined: Fri Nov 02, 2007 11:19 pm
Location: South Florida

Re: South Florida Local Chapter

Post by S&L1940 » Mon Mar 11, 2019 7:06 pm

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
Posts: 6056
Joined: Mon Nov 29, 2010 10:43 am
Location: Biscayne Bay, South Florida

BEST WISHES TO MIRIAM FOR A SPEEDY RECOVERY

Post by midareff » Wed Mar 13, 2019 2:13 pm

She had surgery yesterday.

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Taylor Larimore
Advisory Board
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Location: Miami FL

Re: South Florida Local Chapter

Post by Taylor Larimore » 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
"Simplicity is the master key to financial success." -- Jack Bogle

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

Re: South Florida Local Chapter

Post by midareff » Thu Mar 14, 2019 3:33 pm

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
Posts: 1622
Joined: Sat Dec 03, 2011 6:20 pm
Location: Ohio

Re: South Florida Local Chapter

Post by bengal22 » Fri Mar 15, 2019 11:54 am

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
Posts: 14
Joined: Fri May 11, 2007 10:27 am
Location: Lake Worth, Fl

Re: South Florida Local Chapter

Post by Mikeal » Sat Mar 16, 2019 6:15 am

Wishing you a speedy recovery.

Michael

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