San Francisco Mid Peninsula, California Chapter

US Local Chapters, Wiki, and general Bogleheads community discussion, news, events, and announcements.
Topic Author
nance
Posts: 40
Joined: Fri Feb 06, 2009 3:45 pm

Re: San Francisco Mid Peninsula, California Chapter

Post by nance » Thu Sep 12, 2019 1:20 pm

Hello San Francisco Bay Area Diehards!

Next Meeting: Thursday September 19, 2019 7pm.

Topic: Estate Planning - Trusts, Wills, etc
The importance of keeping your estate plan up to date given law and personal circumstance changes.
From Robert Pollak
USC phi beta kappa - Loyola law School, law review
Estate planning specialist with 30 years experience


Afterwards: General Investing Discussion


Burlingame Main Library
Upper Study Room A (UPPER LEVEL)
480 Primrose Rd
Burlingame, CA 94010

Near Burlingame Caltrain Station
Lots of free parking

Mailing list:
https://groups.yahoo.com/bayareadiehards

Topic Author
nance
Posts: 40
Joined: Fri Feb 06, 2009 3:45 pm

Re: San Francisco Mid Peninsula, California Chapter

Post by nance » Thu Oct 10, 2019 1:56 pm

Hello San Francisco Bay Area Diehards!

Next Meeting: Thursday October 17, 2019 7pm.

Topic: Simple 2 or 3 Fund Portfolios

Afterwards: General Investing Discussion


Burlingame Main Library
Lower Study Room C (LOWER LEVEL)
480 Primrose Rd
Burlingame, CA 94010

Near Burlingame Caltrain Station
Lots of free parking

Mailing list:
https://groups.yahoo.com/bayareadiehards

Topic Author
nance
Posts: 40
Joined: Fri Feb 06, 2009 3:45 pm

Next Meeting: Thursday November 21, 2019 7pm.

Post by nance » Thu Nov 14, 2019 2:11 pm

Hello San Francisco Bay Area Diehards!

Next Meeting: Thursday November 21, 2019 7pm.

Topic: Behavioral Finance, Tomorrow and Yesterday
By our Member: Francis Sameon

Afterwards: General Investing Discussion

Burlingame Main Library
Lower Study Room C (LOWER LEVEL)
480 Primrose Rd
Burlingame, CA 94010

Near Burlingame Caltrain Station
Lots of free parking


Mailing list:
https://groups.yahoo.com/bayareadiehards

Topic Author
nance
Posts: 40
Joined: Fri Feb 06, 2009 3:45 pm

Re: San Francisco Mid Peninsula, California Chapter

Post by nance » Thu Dec 12, 2019 1:48 pm

Hello San Francisco Bay Area Diehards!

Next Bogleheads Meeting: Thursday December 19, 2019 7pm.

Topic:   Investment Policy Statement: What, Why, and How?
By our Member:  Sock Cheng Lewin-Koh

Every investor could potentially benefit from having an investment policy statement. It provides the foundation for all future investment decisions to be made by an investor. It serves as a guidepost, identifies goals and creates a systematic review process. The IPS is intended to keep investors focused on their objectives during short-term swings in the market and provides a baseline from which to monitor investment performance of the overall portfolio, as well as the performance of individual fund managers. 

https://www.bogleheads.org/wiki/Investm ... _statement  


Burlingame Main LibraryLower Study Room C (LOWER LEVEL)
480 Primrose Rd
Burlingame, CA 94010

Near Burlingame Caltrain Station
Lots of free parking

Mailing list:https://groups.yahoo.com/bayareadiehards

Topic Author
nance
Posts: 40
Joined: Fri Feb 06, 2009 3:45 pm

Next Bogleheads Meeting Thursday January 16, 2020 7pm

Post by nance » Thu Jan 09, 2020 3:03 pm

Hello San Francisco Bay Area Diehards!

Next Bogleheads Meeting Thursday January 16, 2020 7pm

Topic: How Index Funds are causing Problems
As more and more people get with the program, index investing can work against us! 

Burlingame Main Library
Lower Study Room D (LOWER LEVEL)
480 Primrose Rd
Burlingame, CA 94010

Near Burlingame Caltrain Station
Lots of free parking
Mailing list:

https://groups.yahoo.com/bayareadiehards

Topic Author
nance
Posts: 40
Joined: Fri Feb 06, 2009 3:45 pm

Re: San Francisco Mid Peninsula, California Chapter

Post by nance » Tue Jan 14, 2020 6:58 pm

Friendly Reminder:

Hello San Francisco Bay Area Diehards!

Next Bogleheads Meeting Thursday January 16, 2020 7pm

Topic: How Index Funds are causing ProblemsAs more and more people get with the program, index investing can work against us! 

Burlingame Main Library

Lower Study Room D (LOWER LEVEL)

480 Primrose Rd

Burlingame, CA 94010

Near Burlingame Caltrain Station

Lots of free parking

Mailing list:

https://groups.yahoo.com/bayareadiehards

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