Oklahoma City (OKC) Bogleheads Local Chapter

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Topic Author
petulant
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Oklahoma City (OKC) Bogleheads Local Chapter

Post by petulant » Thu Jan 03, 2019 8:16 pm

Welcome to the local Oklahoma City (OKC) Bogleheads chapter. We started out mainly because of my deep sense of rivalry with Tulsa--if they have one, we should too! :mrgreen:

We had our most recent meeting on Saturday, August 17, at 1:00pm at Leaf + Bean (321 N Oklahoma Ave in Oklahoma City). We introduced ourselves, discussed some issues important to us, and talked about staying the course. For some of us tinkering seemed like a danger, and we talked about simplicity and using decision points to reduce the risk of unhelpful tinkering.

We had no responses on the September or October polls for a date or time. Further, I know I'm very busy through the end of the year--getting married, merging finances, holidays, and more. I'm going to make the call that we are going on hiatus until January. Let's revisit at the beginning of the new year. Hope the best for the rest of 2019 for everybody!

Stay the course!
Last edited by petulant on Fri Oct 04, 2019 7:04 am, edited 16 times in total.

stw
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Re: Potential Oklahoma City Chapter

Post by stw » Fri Feb 01, 2019 3:36 pm

Yes, I am interested.

Topic Author
petulant
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Re: Potential Oklahoma City Chapter

Post by petulant » Sat Mar 02, 2019 4:06 pm

As an update, we have a total of three interested--stw, myself, and another in a PM. Come out of the woodwork, OKC people--if Tulsa has one, we should have a bigger one! >:D

tcf
Posts: 1
Joined: Sat Mar 02, 2019 7:20 pm
Location: northwest okc

Re: Potential Oklahoma City Chapter

Post by tcf » Sat Mar 02, 2019 7:25 pm

Count me in for Okla City chapter.

PluckyDucky
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Re: Potential Oklahoma City Chapter

Post by PluckyDucky » Sat Mar 02, 2019 9:20 pm

Maybe

mtn_hikin
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Re: Potential Oklahoma City Chapter

Post by mtn_hikin » Tue Mar 19, 2019 11:18 am

a little late, but I am also interested.

You Know What I Mean
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Re: Potential Oklahoma City Chapter

Post by You Know What I Mean » Tue Mar 19, 2019 6:30 pm

Yes, I am interested!

glacierbob
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Re: Potential Oklahoma City Chapter

Post by glacierbob » Sun Mar 24, 2019 1:21 pm

I am very interested. Thanks!

Topic Author
petulant
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Re: Potential Oklahoma City Chapter

Post by petulant » Sat Apr 13, 2019 9:55 am

stw wrote:
Fri Feb 01, 2019 3:36 pm
Yes, I am interested.
tcf wrote:
Sat Mar 02, 2019 7:25 pm
Count me in for Okla City chapter.
PluckyDucky wrote:
Sat Mar 02, 2019 9:20 pm
Maybe
mtn_hikin wrote:
Tue Mar 19, 2019 11:18 am
a little late, but I am also interested.
You Know What I Mean wrote:
Tue Mar 19, 2019 6:30 pm
Yes, I am interested!
arensin wrote:
Sun Mar 24, 2019 1:21 pm
I am very interested. Thanks!
We have enough to start a new chapter! Why don't we set up a first meeting? We could have interested people introduce themselves and talk a little bit about their interest in the group.

Would people be available on a Saturday afternoon for the meeting? I would think May 4 would be a good day.

Also, what part of the metro is everybody in? I am in central OKC, and I think that's probably a good area if we've got people from Norman and Edmond both interested.

You Know What I Mean
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Re: Potential Oklahoma City Chapter

Post by You Know What I Mean » Mon Apr 15, 2019 8:21 pm

I am in northwest OKC, but have no problem driving to anywhere in the metro. Saturday late afternoon or early evening is usually good (If spouses are invited!).

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Mel Lindauer
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Re: Potential Oklahoma City Chapter

Post by Mel Lindauer » Mon Apr 15, 2019 10:32 pm

petulant wrote:
Sat Apr 13, 2019 9:55 am
stw wrote:
Fri Feb 01, 2019 3:36 pm
Yes, I am interested.
tcf wrote:
Sat Mar 02, 2019 7:25 pm
Count me in for Okla City chapter.
PluckyDucky wrote:
Sat Mar 02, 2019 9:20 pm
Maybe
mtn_hikin wrote:
Tue Mar 19, 2019 11:18 am
a little late, but I am also interested.
You Know What I Mean wrote:
Tue Mar 19, 2019 6:30 pm
Yes, I am interested!
arensin wrote:
Sun Mar 24, 2019 1:21 pm
I am very interested. Thanks!
We have enough to start a new chapter! Why don't we set up a first meeting? We could have interested people introduce themselves and talk a little bit about their interest in the group.

Would people be available on a Saturday afternoon for the meeting? I would think May 4 would be a good day.

Also, what part of the metro is everybody in? I am in central OKC, and I think that's probably a good area if we've got people from Norman and Edmond both interested.
Looks like you have enough to make it official. If you'd like to be the Local Chapter Coordinator (looks like you're already doing the job, setting up the meeting), PM me with your first name and an emai address you'll use for this purpose.

I suggest something like OKCityBogleheads@gmail.com.

Once I have that info, I'll add tha to the Local Chapters Map so others can find and contact you.

Let's make your group official.
Best Regards - Mel | | Semper Fi

stormswami
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Location: Oklahoma

Re: Potential Oklahoma City Chapter

Post by stormswami » Mon Apr 15, 2019 10:56 pm

I'm in Norman and interested.

arensin
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Re: Potential Oklahoma City Chapter

Post by arensin » Wed Apr 17, 2019 8:52 am

Is this happening May 4th? I am getting excited.

If so, please let me know where and when.

Thanks! :sharebeer :sharebeer

Topic Author
petulant
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Re: Potential Oklahoma City Chapter

Post by petulant » Wed Apr 17, 2019 6:11 pm

Right now I have heard from slightly more central/NW OKC people than others, so I'm thinking that might be the best...Kamp's at 10th and Oklahoma might be a good spot since it's very close to I-235 for Norman/Edmond people.

May 4 is what I am thinking. Maybe at 3:00 in the afternoon?

arensin
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Re: Potential Oklahoma City Chapter

Post by arensin » Wed Apr 17, 2019 9:08 pm

sounds good to me.

stormswami
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Location: Oklahoma

Re: Potential Oklahoma City Chapter

Post by stormswami » Thu Apr 18, 2019 2:01 am

If it is Saturday, May 4, I would not be available until after 4:30 pm because of work. Then again, I can't be 100% as far as attendance until I double check family plans/kids schedules.

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Mel Lindauer
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Re: Oklahoma City Bogleheads Local Chapter Established

Post by Mel Lindauer » Thu Apr 18, 2019 12:03 pm

OK, it's official. Thanks to petulant for stepping up and agreeing to be the Local Chapter Coordinator.

The Oklahoma City Bogleheads Local Chapter has been established and added to the Local Chapters Map.

Contact name = Jared
email address = okcbogleheads@gmail.com.

Good luck to the new OKC Local Bogleheads Chapter!
Best Regards - Mel | | Semper Fi

Trashguy58
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Re: Oklahoma City Bogleheads Local Chapter Established

Post by Trashguy58 » Fri Apr 19, 2019 3:33 pm

Little late to the party, but I would be interested as well!!!
Yukon area here..

arensin
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Re: Oklahoma City Bogleheads Local Chapter Established

Post by arensin » Fri Apr 19, 2019 9:13 pm

Sorry everyone. I wont be able to make it. In-laws will be visiting. Please let me know of any future meeting.

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Barry Barnitz
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Re: Oklahoma City Bogleheads Local Chapter Established

Post by Barry Barnitz » Sun Apr 21, 2019 12:01 am

Hi:
We have added your local chapter to our affiliate blog. Please let us know when you want more information added to the page. Here are the links:
Keep us apprised of your local chapter meeting dates, as we attempt to register the communities events on our Upcoming events calendar.

regards,
Additional administrative tasks: Financial Page affiliate blog; finiki the Canadian wiki; The Bogle Center for Financial Literacy site; Wiki Bogleheads® España.

Topic Author
petulant
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Re: Oklahoma City Bogleheads Local Chapter Established

Post by petulant » Sun Apr 21, 2019 12:54 pm

Barry Barnitz wrote:
Sun Apr 21, 2019 12:01 am
Hi:
We have added your local chapter to our affiliate blog. Please let us know when you want more information added to the page. Here are the links:
Keep us apprised of your local chapter meeting dates, as we attempt to register the communities events on our Upcoming events calendar.

regards,
Can you classify us as Midwest instead of south? Most people in OKC and western Oklahoma identify as more Midwestern.

You Know What I Mean
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Re: Oklahoma City Bogleheads Local Chapter Established

Post by You Know What I Mean » Thu Apr 25, 2019 10:17 am

Please count us (wife and me) in! Looking forward to meeting you OKC folks! Can I assume we will be eating a meal, either a late lunch or early dinner? Thanks!

Topic Author
petulant
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Re: Oklahoma City Bogleheads Local Chapter Established

Post by petulant » Thu Apr 25, 2019 10:49 pm

You Know What I Mean wrote:
Thu Apr 25, 2019 10:17 am
Please count us (wife and me) in! Looking forward to meeting you OKC folks! Can I assume we will be eating a meal, either a late lunch or early dinner? Thanks!
Well since we're meeting at Kamp's at 3:00 you can order food, but I don't plan to eat. They do have a full bar and a cafe too.

Topic Author
petulant
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Re: Oklahoma City Bogleheads Local Chapter Established

Post by petulant » Sat May 04, 2019 2:55 pm

EDIT: Thanks to those who came to the inaugural meeting today! We introduced ourselves and spoke a little bit about our Bogleheads journeys--we range from those more recently starting with serious saving (like myself) all the way up to a retiree.

Right now I would like to target a monthly meeting for our chapter. I will target a Saturday in late June--I'm eyeballing June 22 at 4:30PM (central) for now. This time we might shoot for a meeting in Elemental Coffee, again in beautiful midtown OKC. Please let me know know by June 1 if you have any issues with this time! I'm also putting up a poll to look at topics. You can access it here:

https://doodle.com/poll/tm4d8bak6cptembc

NOTE: If you vote, it will ask for your name. I encourage you to enter your username.
Last edited by petulant on Sat May 04, 2019 7:02 pm, edited 1 time in total.

Financial Mechanic
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Re: Oklahoma City Bogleheads Local Chapter Established

Post by Financial Mechanic » Sat May 04, 2019 6:52 pm

Thanks Jared (petulant) for setting up our meeting. It was a pleasure to meet you and You Know What I Mean earlier today. I look forward to future meetings on a monthly basis like we discussed.

To any non members who like me have been lurking for awhile, this community is full of great advice and great like minded people. I encourage you to join as I have.
Last edited by Financial Mechanic on Sat May 04, 2019 7:23 pm, edited 1 time in total.

tibbitts
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Re: Oklahoma City Bogleheads Local Chapter Established

Post by tibbitts » Sat May 04, 2019 7:20 pm

petulant wrote:
Thu Apr 25, 2019 10:49 pm
You Know What I Mean wrote:
Thu Apr 25, 2019 10:17 am
Please count us (wife and me) in! Looking forward to meeting you OKC folks! Can I assume we will be eating a meal, either a late lunch or early dinner? Thanks!
Well since we're meeting at Kamp's at 3:00 you can order food, but I don't plan to eat. They do have a full bar and a cafe too.
So Kamps is okay with a bunch of people showing up and not buying anything? I thought that was what restrooms at Starbucks were for?

Topic Author
petulant
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Re: Oklahoma City Bogleheads Local Chapter Established

Post by petulant » Sat May 04, 2019 7:49 pm

tibbitts wrote:
Sat May 04, 2019 7:20 pm
petulant wrote:
Thu Apr 25, 2019 10:49 pm
You Know What I Mean wrote:
Thu Apr 25, 2019 10:17 am
Please count us (wife and me) in! Looking forward to meeting you OKC folks! Can I assume we will be eating a meal, either a late lunch or early dinner? Thanks!
Well since we're meeting at Kamp's at 3:00 you can order food, but I don't plan to eat. They do have a full bar and a cafe too.
So Kamps is okay with a bunch of people showing up and not buying anything? I thought that was what restrooms at Starbucks were for?
Like I said, Kamp's has a cafe and a full bar. All of us came in during an empty Saturday afternoon and bought drinks from the cafe. I guess some of us are more familiar with coffeeshops than others. :shrug:

tibbitts
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Re: Oklahoma City Bogleheads Local Chapter Established

Post by tibbitts » Sat May 04, 2019 8:40 pm

petulant wrote:
Sat May 04, 2019 7:49 pm
tibbitts wrote:
Sat May 04, 2019 7:20 pm
petulant wrote:
Thu Apr 25, 2019 10:49 pm
You Know What I Mean wrote:
Thu Apr 25, 2019 10:17 am
Please count us (wife and me) in! Looking forward to meeting you OKC folks! Can I assume we will be eating a meal, either a late lunch or early dinner? Thanks!
Well since we're meeting at Kamp's at 3:00 you can order food, but I don't plan to eat. They do have a full bar and a cafe too.
So Kamps is okay with a bunch of people showing up and not buying anything? I thought that was what restrooms at Starbucks were for?
Like I said, Kamp's has a cafe and a full bar. All of us came in during an empty Saturday afternoon and bought drinks from the cafe. I guess some of us are more familiar with coffeeshops than others. :shrug:
Actually that's true, I don't drink coffee and never ate or drank or spent any time in a coffee shop.

You Know What I Mean
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Re: Oklahoma City (OKC) Bogleheads Local Chapter

Post by You Know What I Mean » Sun May 05, 2019 7:35 am

Thanks, Petulant! Great meeting yesterday. Nice location, very pleasant. I really enjoyed the discussion, such a pleasure!

And, though I don't usually hang out in coffee shops, I did enjoy a decaf latte with whipped cream and a splash of caramel from a very nice barista -- sweet.

I'm looking forward to the next meeting on 22 June.

stormswami
Posts: 63
Joined: Tue Sep 17, 2013 4:48 am
Location: Oklahoma

Re: Oklahoma City (OKC) Bogleheads Local Chapter

Post by stormswami » Sun May 05, 2019 8:49 am

June 22 would be another N/A for me. One suggestion would be to also Doodle several possible meeting dates/general times, presumably during weekends.

You Know What I Mean
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Re: Oklahoma City (OKC) Bogleheads Local Chapter

Post by You Know What I Mean » Sun May 05, 2019 9:56 am

stormswami wrote:
Sun May 05, 2019 8:49 am
June 22 would be another N/A for me. One suggestion would be to also Doodle several possible meeting dates/general times, presumably during weekends.
Sorry to hear that. Since we are just getting going, perhaps we should consider another meeting sooner. I had been thinking monthly.

Just a suggestion: Petulant (& All), would it be too soon to have one in about two weeks, Saturday, 18 May? The following weekend, 25-27 May, is Memorial Day weekend. I will be unavailable the first two weekends in June and July, but if those are the best times for others I will just look forward to catching up in August.

Thanks again for the OKC chapter!

Topic Author
petulant
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Re: Oklahoma City (OKC) Bogleheads Local Chapter

Post by petulant » Fri May 10, 2019 7:04 pm

stormswami wrote:
Sun May 05, 2019 8:49 am
June 22 would be another N/A for me. One suggestion would be to also Doodle several possible meeting dates/general times, presumably during weekends.
Well, here you go. Here's a Doodle on the time. https://doodle.com/poll/nrevytiskhcp8h87

Topic Author
petulant
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Re: Oklahoma City (OKC) Bogleheads Local Chapter

Post by petulant » Sat Jun 01, 2019 11:18 am

Well, based on the time doodle, we will meet again on Saturday, June 15, at 2:00pm (central).

I propose we meet at Elemental Coffee (815 N Hudson Ave, OKC, OK 73102) at the selected time.

Based on the topic doodle, this month we will talk about tilting to small, value, and other factors. The agenda would therefore be...

1. Briefly recap the last meeting
2. Introductions for new attendees
3. Discuss tilting to small, value, and other factors
4. Any other issues

...although we will have a flexible and laid back environment.

Hope everybody can make it!

You Know What I Mean
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Re: Oklahoma City (OKC) Bogleheads Local Chapter

Post by You Know What I Mean » Sun Jun 02, 2019 11:33 pm

Great! Please count me in. Thanks!

timf.econ
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Re: Oklahoma City (OKC) Bogleheads Local Chapter

Post by timf.econ » Sat Jun 15, 2019 9:35 am

I will be attending the meeting today. This will be my first time (this is my first time on the forum as well). I may be a little late as I am driving in from Choctaw.

Look forward to meeting you all!

Financial Mechanic
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Re: Oklahoma City (OKC) Bogleheads Local Chapter

Post by Financial Mechanic » Sat Jun 15, 2019 1:04 pm

Sorry guys, can’t make it today. Took the kids to Frontier City. Hope y’all have a good one!

Topic Author
petulant
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Re: Oklahoma City (OKC) Bogleheads Local Chapter

Post by petulant » Sat Jun 15, 2019 6:18 pm

Thanks to everybody that could make it to the monthly meeting today! We had a very interesting discussion about adding factor tilts, especially value and small factors. Elemental Coffee was a great venue with good coffee and friendly staff (at least I thought :D ).

Here are the doodles for the topic and date/time of the July meeting. I'll collect the responses at the end of June and set the schedule.

Meeting time: https://doodle.com/poll/4zdd5vr82943ktui
Topic: https://doodle.com/poll/hwqh5x7phq8v4x5b

Remember to vote with your username, not your real name.

Otherwise, hope everybody has a great month!

You Know What I Mean
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Re: Oklahoma City (OKC) Bogleheads Local Chapter

Post by You Know What I Mean » Sun Jun 16, 2019 7:51 pm

Thanks, petulant. Great discussion yesterday!

Topic Author
petulant
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Re: Oklahoma City (OKC) Bogleheads Local Chapter

Post by petulant » Mon Jul 01, 2019 6:01 pm

Based on the polls, we'll meet on Saturday, July 27 at 2:00PM. Let's meet again at Kamp's 1910 Cafe, which is at 10 NE 10th Street in the heart of Oklahoma City.

For this month's topic we'll discuss international allocation (saving stock-bond for a time when arensin is available). But we will have a laidback environment and can introduce new members, discuss any questions people have, and just have a good time in general.

Hope to see you there on July 27!

arensin
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Re: Oklahoma City (OKC) Bogleheads Local Chapter

Post by arensin » Tue Jul 02, 2019 9:37 pm

I can make July 27! Awesome. Very excited.

Topic Author
petulant
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Re: Oklahoma City (OKC) Bogleheads Local Chapter

Post by petulant » Wed Jul 03, 2019 5:48 am

In that case let's talk about stock/bond allocation!

Topic Author
petulant
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Re: Oklahoma City (OKC) Bogleheads Local Chapter

Post by petulant » Fri Jul 26, 2019 6:39 am

FYI everybody--I had a recent death in the family and will be at the funeral on Saturday. I have asked a regular attendee to help guide the meeting on Saturday, but if he can't make it, I'm hoping somebody else steps up. There has been some strong interest from new attendees in the meeting, so I am optimistic that you all can have a strong meeting without me.

You Know What I Mean
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Re: Oklahoma City (OKC) Bogleheads Local Chapter

Post by You Know What I Mean » Mon Jul 29, 2019 8:46 am

Hello, petulant. So sorry to hear about your loss. I hope you and the rest of the family are doing okay.

We did have an excellent meeting, with six people total (four first-timers). We spent most of the time introducing ourselves and talking a little about our work backgrounds and investing experience. We did talk about US vs international and stock/bond allocations. Quite a nice variety of approaches and personal backgrounds, in my opinion. For example, two of us are 50/50 US/International, and two are 100/0. Many roads to Dublin.

Thanks again for organizing the group and the meetings. Hope to see you next month. Kind regards to you and your family.

Topic Author
petulant
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Re: Oklahoma City (OKC) Bogleheads Local Chapter

Post by petulant » Mon Jul 29, 2019 12:35 pm

You Know What I Mean -- thank you for reporting back. Glad to hear the meeting went well. I have created some new doodle polls for the August meeting. I will review the results of the polls and set a time around August 7.

Here's a poll for time and date:

https://doodle.com/poll/45iskbfmgkb8nexp

Here's a poll for topics:

https://doodle.com/poll/e87r92ymes96as8d

Once the poll concludes, I'll post a new date, time, location, and topic. Otherwise, hope you all have a good start to your August!

P.S. Don't forget to list your username rather than your real name when responding to polls!

Financial Mechanic
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Re: Oklahoma City (OKC) Bogleheads Local Chapter

Post by Financial Mechanic » Wed Jul 31, 2019 2:16 am

Petulant, I’m sorry for your loss and I hope you are well.

I missed the last meeting because I have been in Las Vegas for the past 2.5 weeks on a business trip. I look forward to being at the next meeting and meeting the new members.

Topic Author
petulant
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Re: Oklahoma City (OKC) Bogleheads Local Chapter

Post by petulant » Wed Aug 07, 2019 4:21 pm

Thank you all to those who voted. Based on the results, we'll meet on Saturday, August 17, at 1:00pm. I propose that we meet at Leaf + Bean, 321 N Oklahoma Ave, Oklahoma City, Oklahoma. We'll talk about Boglehead principles this time, focusing mainly on staying the course.

For those who like to hear and learn different perspectives on bonds, international, and other investments, it can be tricky to know when to stay the course versus making a shift in light of a slightly more persuasive argument. We'll talk about that and more.

You Know What I Mean
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Re: Oklahoma City (OKC) Bogleheads Local Chapter

Post by You Know What I Mean » Sun Aug 11, 2019 8:41 pm

Great! Looking forward to it.

You Know What I Mean
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Re: Oklahoma City (OKC) Bogleheads Local Chapter

Post by You Know What I Mean » Sat Aug 17, 2019 8:32 am

Hi, All. Sorry, I won't make it today. Not feeling well. See you next month.

Topic Author
petulant
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Re: Oklahoma City (OKC) Bogleheads Local Chapter

Post by petulant » Sat Aug 17, 2019 3:11 pm

This afternoon a few of us had our August meeting. We met at Leaf + Bean (321 N Oklahoma Ave in Oklahoma City), introduced ourselves, discussed some issues important to us, and talked about staying the course. For some of us tinkering seemed like a danger, and we talked about simplicity and using decision points to reduce the risk of unhelpful tinkering.

For next month's meeting, I have set up some polls to set the time and topic. Please have a look and around September 1 I'll check and set up the meeting details. The topics are either official principles or sub-listings in principles from the Bogleheads investment philosophy wiki page.

For the meeting time: https://doodle.com/poll/nv2i8tdg8n4r6gxk
For the topic: https://doodle.com/poll/ayv5z7dz7ydg6ddy

Remember to list your username, not your real name, when you vote. And please try to mark a few different options so we can try to have the greatest possible overlap.

Otherwise, hope everybody has a great rest of their August and wonderful Labor Day!

Topic Author
petulant
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Re: Oklahoma City (OKC) Bogleheads Local Chapter

Post by petulant » Tue Sep 03, 2019 5:55 pm

petulant wrote:
Sat Aug 17, 2019 3:11 pm
This afternoon a few of us had our August meeting. We met at Leaf + Bean (321 N Oklahoma Ave in Oklahoma City), introduced ourselves, discussed some issues important to us, and talked about staying the course. For some of us tinkering seemed like a danger, and we talked about simplicity and using decision points to reduce the risk of unhelpful tinkering.

For next month's meeting, I have set up some polls to set the time and topic. Please have a look and around September 1 I'll check and set up the meeting details. The topics are either official principles or sub-listings in principles from the Bogleheads investment philosophy wiki page.

For the meeting time: https://doodle.com/poll/nv2i8tdg8n4r6gxk
For the topic: https://doodle.com/poll/ayv5z7dz7ydg6ddy

Remember to list your username, not your real name, when you vote. And please try to mark a few different options so we can try to have the greatest possible overlap.

Otherwise, hope everybody has a great rest of their August and wonderful Labor Day!
Hope you're all doing okay after the severe weather last week. Since we didn't get any responses to the poll for September, I am cancelling the September meeting. The same links all work to vote for October meeting topics and times.

For the meeting time: https://doodle.com/poll/nv2i8tdg8n4r6gxk
For the topic: https://doodle.com/poll/ayv5z7dz7ydg6ddy

I'll check back around October 1 and see where we're at. Thanks.

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