South Florida Local Chapter

[Sonic1968]

Hopefully some day things will get back to normal so we can meet fellow Bogleheads in person, I really enjoyed the meetings at The Hollywood library

[Miriam2]

Hopefully some day things will get back to normal so we can meet fellow Bogleheads in person, I really enjoyed the meetings at The Hollywood library

Oh yes, we all enjoyed the meetings - and we put out a pretty good buffet, too Hard to discuss finance on an empty stomach! Something to look forward to in the not-too-distant future we hope.

[Miriam2]

Hello South Florida Bogleheads and Happy New Year!

Our next zoom meeting is Wed. Jan. 26, 2022, from 8:00 pm-10:00 pm ET

We are celebrating Taylor Larimore's 98th Birthday Taylor turns 98 years young on Jan. 25, 2022!

Please join us, along with Bogleheads from around the country and Canada, in wishing him a happy birthday and honoring his many accomplishments. Taylor was the inspiration creating the Bogleheads in 1998, then called the Vanguard Diehards on Morningstar, as a personal finance forum discussing the investing philosophy of Jack Bogle, and in 2007, the Bogleheads.org site was created. All along, Taylor has set the tone of decent and intelligent discussion and personal help. Jack Bogle called Taylor, "The King of the Bogleheads."

RSVP for the meeting and submit questions for Taylor HERE. All responses are anonymous, reservations are helpful but not required to attend.

The zoom link is here and is also posted on the Bogleheads Calendar of Events.

Questions? Please email SFLBogleheads@gmail.com or PM me.

Looking forward to seeing everyone and enjoying this very special meeting



Taylor & his wife Pat with Jack Bogle (Vanguard Diehards Conference IV, Denver, 2004)




Taylor & his son, Michael, sailing the Miami to Key Largo race





Taylor receiving the French Medal of Honor for his WWII service





Taylor Larimore

[Miriam2]

Reminder for Taylor's 98th Birthday zoom party on Wed Jan 26, 2022, at 8:00 pm ET

The zoom link is here and is also posted on the Bogleheads Blog Calendar of Events.

Here are two nice interviews of Taylor posted by Barry Barnitz on the Bogleheads Blog -

https://www.bogleheads.org/blog/2018/06 ... t-journey/
https://www.bogleheads.org/blog/2018/02 ... portfolio/

[Miriam2]

Hello South Florida Bogleheads

The Sacramento & South Bay (San Jose) Bogleheads have an upcoming zoom meeting on Sat. Feb 12, 2022, from 3:00-6:00 pm ET.

They are holding a 3-hour zoom call-in show called "Bogleheads Talk Money: Qs Asked~Qs Answered"



Submit your questions in advance or ask them during the show!

All Bogleheads are welcome, no reservations are needed to attend this meeting. However, please send an email with contact info to obtain the meeting link ~ Sacramento.Bogleheads@gmail.com

For more information about this meeting, check the Sacramento Chapter website: https://sacramentoareabogleheads.org/

[Miriam2]

Hi South Florida

All retirees and pre-retirees may find this unique upcoming Bogleheads meeting helpful - "Finding Your Purpose in Retirement"

This zoom meeting is hosted by the Pre/Early Retirement and Retirement Life Stage chapters on Wed. Feb. 23, 2022, starting at 8:00 pm ET.
5 pm Pacific Time
6 pm Mountain
7 pm Central
8 pm Eastern

This meeting is "unique" because - in addition to the regular Q&A portion by everyone - it will first include a Boglehead Focus Group with retirement Professor Jill Steinberg discussing how they handled, or couldn't handle, this very important aspect of retirement: finding your purpose in retirement.

Although the target audience is retirees and pre-retirees - all Bogleheads are welcome to join

Meeting Format: This meeting's format came about following the very successful Nov. 10, 2021 meeting with Professor Jill Steinberg (** see resume below) on "Successful Retirement: From Retiring to Rewiring." The Nov. 10th meeting explored the non-financial issues that Bogleheads experienced when moving into retirement, and how people preparing for retirement can better plan for this transition.

This upcoming meeting on Feb. 23 is a follow-up, designed to explore what retirement researchers have found to be one of the most serious aspects of transitioning from a life of work purpose to a retirement with what?? purpose. Dr. Steinberg suggested using the focus group format.

-- 1st hour - A small number of Boglehead volunteers (the Focus Group ) will be selected in advance (by the Pre-Retirement Life Stage Chapter coordinators) who are willing to be interviewed by Dr. Steinberg during the zoom meeting (anonymously, if desired), discussing how "Finding Purpose in Retirement" has applied to their own lives. Everyone else will observe the focus group discussion and Dr. Steinberg's suggestions.

-- 2nd hour - Then the meeting will open up and everyone will have the opportunity to ask questions and share their perspectives and experiences, along with open Q&A on other retirement topics you may have.

How to RSVP or be part of the Focus Group: You can RSVP (anonymously) for the meeting HERE. If you wish to be part of the focus group, also include your first name, last initial, and email address on the RSVP form and you will be contacted by email with further details.

The Zoom link will be posted on the Bogleheads Calendar of Events a week before the meeting.

** Jill Steinberg Background:
Jill Steinberg, Ph.D. is an Emeritus Professor at San Jose State University, Licensed Clinical Psychologist, Salzburg Fellow, and author and Founder of MyRetirementWorks.com. She received her undergraduate degree from Boston University in 1972 and doctorate in Clinical Psychology from Ohio State University in 1978. She teaches classes and has presented her research on Successful Retirement to universities including B.U., Google and other professional organizations.

Her research, “Successful Retirement: From Retiring to Rewiring” was published this year in: The Aging Consumer: Perspectives from Psychology and Marketing, 2nd edition, Eds: Drolet and Yoon (Routledge, 2021). Additionally, she has been working with the University of Michigan Ross Business School since the beginning of COVID.

[Miriam2]

Final reminder about tonight's meeting on "Finding Purpose in Retirement" - please see upthread ^^ for details

Wed Feb 23, 2022, 8:00 pm ET (5 PM Pacific; 6 PM Mountain; 7 PM Central; 8 PM Eastern)

We have over 90 RSVP's, and quite a few volunteer panelists who have graciously agreed to be interviewed by Dr. Steinberg as part of the Focus Group to share their experiences with Finding Purpose in Retirement. This will be followed by an open Q&A.

The zoom link is Here - and is also posted on the BH Calendar of Events.

FYI, to protect panelists privacy, the meeting will NOT be recorded.

[LadyGeek]

The recorded chat from last night's meeting is now available in the blog: Virtual online chapter presentations

All personal information has been removed.

[Miriam2]

Hi South Florida

Here are several upcoming Bogleheads online meetings you may enjoy!

(1) Next San Francisco Bogleheads Meeting Thur. March 17, 2022, 10:00 pm ET (7:00 pm PT)

Topic: What’s The Best Annuity For You?...and do you even need one?

Stan The Annuity Man will go through all annuity types and fully explain the good, bad, limitations, and benefits of each one. He will explain how to easily determine if you need an annuity…and if so, which type would provide the highest contractual guarantee….and how to shop all carriers.

Here is the Zoom link, the complete link is on the BH Calendar of Events.

(2) The Pre-Retirement & Retirement Life Stage Chapters meeting on Wed. March 23, 2022, at 8:00 pm ET will be an interesting open discussion on Relocating for Retirement.

Something to think about if you're headed into retirement - are you going to relocate? And if you have retired, did you relocate or decide not to? Many things to talk about - the pros and cons of relocating, decisions to make, things to look out for, logistics of moving, settling into a new place, from HCOL to LCOL, closer to family or farther away, sunshine & seashore or mountains & snow, another state or another country - there's lots to consider and share in an open discussion

Here is the zoom link and the complete zoom link is on the https://www.bogleheads.org/blog/calendar-of events

[Miriam2]

Hi South Florida - and Honorary South Florida - Bogleheads

The Pre & Early Retirement and Retired Life Stage Chapters are holding an important zoom meeting tomorrow, Wed. April 6, 2022, at 8:00 pm ET, on how to document your personal financial details so your surviving spouse or family knows what is there, where it is, how to get it, and what to do in case you croak, die, or become incapacitated.

Bogleheads have given this document many names over the years: the "In Case I Croak Book"; "The Death Book"; or Taylor's more gentlemanly "Letter of Final Instructions".

Whatever you call it - it needs to be done. But how are you going to do it? In many cases, only one spouse or partner handles most of the financial tasks, so how can you make these directions easier for your surviving spouse and family?

Please share your thoughts and personal experiences on the topic, "Documenting Financial Information for Surviving Spouse or Executor." All Bogleheads are welcome

5 pm Pacific
6 pm Mountain
7 pm Central
8 pm Eastern

Although it's not necessary to RSVP for the meeting, you can RSVP and submit your questions HERE. All responses are anonymous.

Here is the zoom link -
Zoom link

Meeting ID: 892 9264 0248
Passcode: 794093

One tap mobile
+13462487799,,89292640248#,,,,*794093# US (Houston)
+12532158782,,89292640248#,,,,*794093# US (Tacoma)

Dial by your location
+1 346 248 7799 US (Houston)
+1 253 215 8782 US (Tacoma)
+1 669 900 6833 US (San Jose)
+1 301 715 8592 US (Washington DC)
+1 312 626 6799 US (Chicago)
+1 929 205 6099 US (New York)
Meeting ID: 892 9264 0248
Passcode: 794093
Find your local number: https://us06web.zoom.us/u/kbcWBz0tfi

Thank you to the Pre & Early Retirement and Retirement Life Stage Chapter Coordinators for hosting this meeting

[Miriam2]

For those who are retired, or about to retire, or who dream of retiring the Retired Life Stage Chapter is meeting on zoom on Tues. April 12, 2022, from 8:00-10:00 pm ET

Format: Open Q&A session discussing a variety of topics, such as -

• How are you dealing with inflation and increased market volatility?
• Have you made (or contemplated) any changes in your asset allocation and/or bond holdings?
• What tools have you found most helpful for retirement planning?
• Other (suggest in our RSVP Form).

All Bogleheads are welcome! To encourage open discussion (preferably with video), and to protect participants privacy, the meeting will NOT be recorded. You can RSVP for the meeting and suggest additional topics for discussion here - RSVP Link - All responses are anonymous and you don't need to RSVP to attend.

HERE is the Zoom link - and the full link is posted on the BH Calendar of Events.

Note - there have been recent updates to Zoom, so if you plan to participate in any upcoming meetings, make sure you're running the latest version for your device (whether laptop, tablet, or smartphone) ==> https://zoom.us/download

[LadyGeek]

The chat from last night's meeting has been posted in the blog. See: Virtual online chapter presentations (4/12/2022)

All personally identifiable information has been removed.

[Miriam2]

Hi South Florida Bogleheads!

Everyone is invited to the Boston Bogleheads next zoom meeting on Sat. April 23, 2022, at 12:00 noon ET - Chris Pederson, Director of Research at The Merriman Financial Education Foundation, will give a presentation on: Simple & Effective Balanced Lifetime Portfolios - 2022 Update

Chris will present several very simple portfolios that achieve diversification across industries, geographies, stocks, bonds, and various equity premium factors. He'll also cover 2 Funds for Life strategies that augment target-date funds to reduce risk with age, increase expected returns, raise safe withdrawal rates, and achieve higher overall survival rates. Finally, he'll compare past performance to more complex approaches and show that complexity is not a necessity in accumulation or retirement. The presentation will be followed by Q&A, with ample time for discussion.

The zoom link for this meeting is posted on the https://www.bogleheads.org/blog/calendar-of-events/. NOTE- jot down the Meeting ID and Passcode on a stickie because Zoom may require you to enter them to join the meeting.

If you have any questions, please contact the Bogleheadsboston@gmail.com, or contact me

[Miriam2]

Hi South Florida Bogleheads

The Pre-Retirement/Early Retirement Life Stage Chapter will be hosting a zoom meeting on Wed. May 18, 2022, at 8:00 pm ET, and the topic is: "Setting Your Children Up For Financial Success"

There are many things parents and guardians can do to help set their children up for financial success in life. This meeting will present a variety of topics regarding the financial education of young children to young adults. Since there is often no one way to do things that works for every child participants are encouraged to share what has worked or not worked with their family and the lessons learned along the way.

You can RSVP for the meeting and submit questions here on the RSVP Link. All responses are anonymous. The meeting is open to all Bogleheads and you don't need to RSVP to attend.

Here is the Zoom link and the full zoom link is posted on the Bogleheads Calendar of Events. Please remember to jot down the Meeting ID and Passcode in case zoom asks for it.

[sunshine-living]

Hi,

First time here - long time on the reddit boglehead subreddit. I live in Aventura and Brickell, Miami, FL. I'd love to get together in person with like-minded bogleheads. Would anyone want to get together?

I see that there used to be in-person meetings but now they're all on zoom. If you're comfortable getting together at a Starbucks or something in the area let me know, also with a mask on!

Thanks!

[Miriam2]

First time here - long time on the reddit boglehead subreddit. I live in Aventura and Brickell, Miami, FL. I'd love to get together in person with like-minded bogleheads. Would anyone want to get together?

I see that there used to be in-person meetings but now they're all on zoom. If you're comfortable getting together at a Starbucks or something in the area let me know, also with a mask on!

Thanks!

Hi sunshine-living and welcome to the Bogleheads

Your idea for smaller in-person get-togethers is a great idea and many South Florida Bogleheads may be interested!

As of now and for the near future, we are not holding our memorable large in-person meetings - complete with our delicious buffet, sandwiches provided by Taylor , coffee and sodas and home-made cookies, and with wonderful discussions of anything and everything personal finance - at the Stirling Road Library in Hollywood We will let everyone know when these meetings resume.

In the meantime, our Zoom meetings have been a great success and we're able to meet with Bogleheads from around the country and discuss far-ranging personal finance topics and hear presentations from well-known authors.

Sunshine - please let me know if you need any suggestions or help organizing the smaller local get-togethers

[Miriam2]

Hi South Florida Bogleheads

"There are many things money can buy, but the most valuable of all is freedom. Freedom to do what you want and to work for whom you respect."
-- JL Collins




The "Starting Out" and "Mid-Career Accumulators" Life Stage Chapters are delighted to host JL Collins, author of "The Simple Path to Wealth," for exciting conversation and Q&A at the next zoom meeting on Wed. June 15, 2022, at 8:00 pm ET

This will be an enjoyable interactive meeting featuring well-known and delightfully engaging personal finance author JL Collins on creating your own road map to financial independence and a rich, free life.

"Life choices are not always about the money, but you should always be clear about the financial impact of the choices you make."

JL Collins' first book, "The Simple Path to Wealth," was published in 2016 and has been an international best-seller and a Bogleheads favorite. JL's latest book is "How I Lost Money in Real Estate Before it Was Fashionable." He blogs about financial and other matters at www.JLCollinsnh.com.

Although this program is particularly useful for novice investors and those starting out in their investing career, and mid-career accumulators, all Bogleheads are welcome to join and ask Qs

You can submit Qs for JL ahead of time HERE . All responses are anonymous. The meeting is open to all Bogleheads and you don't need to RSVP to attend.

Here is the Zoom link - and the link is also posted on the Bogleheads Blog Calendar of Events. Please jot down the meeting ID and passcode in case Zoom asks for it.

"If you understand money, life is easier.
If you don't understand money, life is incredibly difficult."
-- JL Collins

[Miriam2]

Hello South Florida Bogleheads!

The Tampa Bogleheads local chapter is inviting us to their upcoming meeting this Sat. July, 9, 2022, from 10:30 - 12:30 am ET. You can come by car or by zoom This will be a casual open Q & A discussing anything personal finance, followed by lunch after the meeting on the outside patio of the True Food Kitchen at Midtown Tampa.

If you come by car, the meeting is held at the West Tampa Library, Tony Garcia Community Room. The room is fairly large, so they will spread out a bit. Masks recommended, but optional. If the library lot is full, there is additional free parking across the street.

The Tampa chapter has nice meetings If you plan to attend either way, they would appreciate an RSVP via this poll:
https://groups.io/g/tampabaybogleheads/message/388

If you come by zoom, here is the zoom link - and remember to jot down the Meeting ID & Passcode in case zoom asks for it.

Join Zoom Meeting
https://us06web.zoom.us/j/84965743058?p ... 90SzNmZz09

Meeting ID: 849 6574 3058
Passcode: 873682
One tap mobile
+16469313860,,84965743058#,,,,*873682# US
+19292056099,,84965743058#,,,,*873682# US (New York)

****************************

[Miriam2]

Hello South Florida Bogleheads!

The Retired Life Stage and Pre-Retirement Life Stage chapters are hosting an interesting meeting this Wed. July 20, 2022, at 8:00 pm ET. Although geared to the retirement life stage, all Bogleheads are invited to join the meeting

There will be an open Q & A among participants discussing whatever is on your minds as you approach this new phase of life in these strange times How are you dealing with current bear market, inflation, and rising interest rates? Have you made (or contemplated) any changes in your portfolio or asset allocation?

The discussion will also include Rob Berger's recent YouTube interviews with two investing luminaries -

• Beyond the 4% Rule-- Conversation with Bill Bengen... https://youtu.be/sGs-Slvf-bU

• Conversation with the Father of the Bucket Strategy-- Harold Evensky... https://youtu.be/cjaf5MZPPNU

Lots of good information there, and even some surprises (especially from Bill Bengen).

To encourage open discussion, the meeting will not be recorded. You can RSVP for the meeting and pre-submit questions & topics here. All responses are anonymous and no need to RSVP to attend.

Here is the Zoom link - and it's also posted on the BH Calendar of Events. Keep track of the meeting ID & passcode, zoom may ask for it.

The zoom link is also sent out to the BH Chapter Series Google Email Group. Instructions for subscribing to the Email Group can also be found on the BH Calendar of Events page.

Thanks to Sleepysurf, the Retired Life Stage coordinator looking forward to a very interesting meeting!

[sleepysurf]

Miriam, thanks for sharing the meeting info. FYI, the Bill Bengen and Harold Evensky interviews will be used as "conversation starters." Watching them is recommended, but optional. Looking forward to spirited discussion!

[LadyGeek]

The anonymized chat from last night's meeting, along with a concise summary of the chapters' meeting content is available in the blog: Virtual online chapter presentations

[sleepysurf]

Thank you LG for editing the chat and helping as moderator, along with my Co-Coordinators Robert and Henry, and everybody else. Special thanks to Miriam and Mel from the South FL contingent!

[Miriam2]

Hi South Florida Bogleheads

Please join the NYC and San Antonio Bogleheads Chapters as they present a discussion on the empowering overlap and timeless practical tools found from both the ancient philosophy of Stoicism and modern Behavioral Finance

Wed. August 24, 2022 - 8pm–10pm ET

Topics will include the connection between Stoicism and finance concepts to help us achieve our personal financial goals and peace of mind -

-- loss aversion & framing to help us make good financial decisions (even in turbulent markets)
-- focusing on what is in our control & differentiating between what we can change and what we can't
-- appreciate what we have more than feeling misery over what we don't have
-- focus on putting in our best effort rather than defining success by the outcome
-- finding strength and tranquility through objectivity and rationality
-- controlling our reactions rather than letting an outcome define our experience
-- identifying biases to make better choices





Here is the zoom link to join the meeting, and the full zoom link is posted on the BH Blog Calendar of Events

"Avoid debts you cannot pay, else your fate is owned by someone else."

[Miriam2]

Hello South Florida Bogleheads!

Everyone is welcome to join the next zoom meeting with the Boston Bogleheads local chapter on Sat. Sept. 17, 2022, at 12:00 noon ET.

This will be an exciting meeting featuring Paul Merriman, a well-known financial writer and delightful speaker with lots to talk about regarding portfolios and investing There will be plenty of time following his presentation for Q & A.

If you are not familiar with Paul, you can learn more about him and the Merriman Financial Education Foundation here. Paul is also a Boglehead who has made numerous posts over the years explaining his investing philosophy, especially small cap value investing, and portfolios

Here is the Zoom link for the meeting - and the full zoom link is posted on the Bogleheads Calendar of Events.

If you have any questions, please email me at SFLBogleheads@gmail.com, or PM me here, or contact the Boston Bogleheads at Bogleheadsboston@gmail.com.

[Miriam2]

Hello South Florida Bogleheads!

The San Francisco Bogleheads invited us to an interesting zoom meeting next Thursday, Sept. 15, 2022, at 10:00 pm ET [7:00 pm PT].

Topic: How to Safely use your Computers, How to pass digital information on to future generations and your heirs

Learn how to use your phone, computer, and router more safely.
Protect yourself from ransomware, spam, phishing, viruses, etc.
Safely transfer your private information when you pass away

Here is the Zoom link - and the full link is posted on the Bogleheads Calendar of Events

For more information, please see the San Francisco Bogleheads Chapter Free Email Newsletter:
https://mailchi.mp/d83dfb760d89/signup

[Miriam2]

Big Congratulations to our own Taylor Larimore for receiving the first Bogleheads Hall of Fame Award at the recent Bogleheads Conference in Chicago!!

Taylor was the inspiration creating the Bogleheads in 1998, then called the Vanguard Diehards on Morningstar, as a personal finance forum discussing the investing philosophy of Jack Bogle, and in 2007, the Bogleheads.org site was created. All along, Taylor has set the tone of decent and intelligent discussion and personal help. Jack Bogle called Taylor, "The King of the Bogleheads."

Taylor, all Bogleheads and especially your South Florida Bogleheads are so very happy for you!

[Jazzman]

ditto.

[Miriam2]

Hello South Florida Bogleheads!

We are teaming up with the NYC Bogleheads Local Chapter to host Eric Balchunas, the author of "The Bogle Effect," for our upcoming zoom meeting on Wed. Nov. 2, 2022, at 8:00 pm ET. All Bogleheads are welcome to join us for the presentation; please let me know if you can help with the meeting

Eric Balchunas gave the enjoyable keynote presentation at the recent Bogleheads Conference in Chicago, discussing his meetings with John Bogle and the impact Mr. Bogle had on the personal investing world. We're looking forward to having Eric at our on-line meeting, especially for those Bogleheads who were not at the Conference. There will be ample time for Q&A.

Eric talks about the Bogleheads and Taylor Larimore and our website forum in his book and wrote: "The site has no bells and whistles to divert from the content - which is the message boards and the discussions about all things investing. . . . The Bogleheads could be a force to come for generations."




The meeting is open to all Bogleheads. RSVPs are appreciated but not necessary, and you can submit Qs ahead of time HERE. All responses are anonymous.

Here is the Zoom link - and the link is also posted on the Bogleheads Blog Calendar of Events.

Some reviews of "The Bogle Effect" -

"Eric Balchunas has not only written the definitive professional biography of John Bogle, but he has done so with a penetrating honesty and narrative grace rare in the genre. Read, enjoy, and, most important, absorb the wisdom of the most important investor ever to have lived."
-- William Bernstein, Author of The Four Pillars of Investing and A Splendid Exchange

"Eric Balchunas's The Bogle Effect is a powerful and captivating exploration of how John Bogle and Vanguard revolutionized the entire financial industry. A must-read for Wall Street beginners and veterans alike."
-- Arthur Levitt, Former chairman, the Securities and Exchange Commission

Hope everyone can join us!

[Taylor Larimore]

Miriam2:

Thank you for alerting us to our next meeting featuring Eric Balchunas and his great book, "The Bogle Effect".

I liked the book so much that I included it in my "Financial Gems." Bogleheads can read excerpts here:

The Bogle Effect

Best wishes.
Taylor

Jack Bogle's Words of Wisdom: “Learn every day, but especially from the experiences of others. It's cheaper!”

[Miriam2]

Hi everyone!

We're looking for Boglehead volunteers to help with the Bogleheads zoom meetings and especially the upcoming meeting featuring Eric Balchunas, author of "The Bogle Effect," this Wed Nov 2, 2022, at 8:00 pm ET. Don't worry if you're not a zoom expert; it's easy to learn and we'll help you along. You'll enjoy being part of the meeting organization and meeting other Bogleheads behind the scenes!

Please let me know by PM or email at SFLBogleheads@gmail.com

[Miriam2]

Reminder for our upcoming zoom meeting with Eric Balchunas, the author of "The Bogle Effect."

Wed. Nov. 2, 2022, at 8:00 pm ET. All Bogleheads are welcome to join us for the presentation

Please see upthread ^^^ for the meeting description.

Here is the Zoom link - and the link is also posted on the Bogleheads Blog Calendar of Events.

[sleepysurf]

FYI, Ben Felix offers another superb analysis on the Rational Reminder podcast (also on YouTube) about if/when Index Funds might reach a "tipping point" where they impact price discovery and the "efficient market"... https://youtu.be/m9PXPjAQVeg That segment begins at the 9:10 mark.

This is a great companion piece to yesterday's South FL/NYC Chapter meeting with Eric Balchunas about "The Bogle Effect" (recording will be posted on our YouTube Channel ASAP).

Bottom line... the research (to date) shows we're a LONG way from that (if ever). Research shows the ongoing migration from active to passive managers is comprised of a balanced mix of both "skilled" and "unskilled" managers leaving active, so the net effect is not eroding Index/Passive performance.

[Miriam2]

The Pre/Early Retirement Life Stage chapter is hosting an interesting zoom meeting on Wed. Dec. 7, 2022, starting at 8:00 pm ET on the pressing retirement question: Should I Work One More Year? fondly known as the One More Year Syndrome

This will be an open discussion with people sharing their experiences with "One More Year" Syndrome and how they handled this (or didn't handle it so well), what they learned from it (or wished they learned), how it affected their finances and ultimate retirement plans, etc. The meeting is informal, come as you are, and it's fine to keep your video off for anonymity.

"One More Year Syndrome" is the temptation to work just one more year past your planned retirement date, or deciding when to quit your job but then finding difficulty actually doing it.

Targeted audience: anyone who is thinking of retiring or has retired, and of course, all Bogleheads are invited to attend

You can RSVP for the meeting HERE - and all responses are anonymous. It's not necessary to RSVP to attend, come and bring all your Qs and enjoy the discussion.

HERE is the Zoom link for the meeting - and the full zoom link is also posted on the Bogleheads Calendar of Events.

Many thanks to the Pre/Early Retirement Life Stage Chapter Coordinators for coordinating this meeting

[LadyGeek]

The Eric Balchunas chapter series video is now on YouTube. Apologies for the delay.

November 2, 2022 - Bogleheads® Chapter Series – Eric Balchunas on “The Bogle Effect” - YouTube

Links to the slides and chat are in the show notes.

A concise summary of the chapters' meeting content is available in the blog: Virtual online chapter presentations

[Miriam2]

Hi South Florida Bogleheads!

Here is the link to the Bogleheads post with all the videos from the recent 2022 Bogleheads Conference that was just published on the forum.

The video of Taylor Larimore receiving the First Award into The Bogleheads Hall of Fame is there - need to scroll down the videos listed in this link - the videos are in sequence. The presenter of Taylor's award is Andrew Bogle, Jack Bogle's son.

Congratulations Taylor!!

viewtopic.php?t=392037 - BH forum post
https://boglecenter.net/2022conference - 2022 Conference set of videos

Hope you enjoy Taylor's video award!
Miriam

[Miriam2]

Hello South Florida Bogleheads!

Our next zoom meeting is Thur Jan. 26, 2023, from 8:00 pm-10:00 pm ET

We are celebrating Taylor Larimore's 99th Birthday Taylor turns 99 years young on Jan. 25, 2023!

This past year at the 2022 Bogleheads Conference, Taylor received the First Award into the Bogleheads Hall of Fame, presented by Jack Bogle's son, Andrew Bogle. Taylor was the inspiration creating the Bogleheads in 1998, then called the Vanguard Diehards on Morningstar, as a personal finance forum discussing the investing philosophy of Jack Bogle. All along, Taylor has set the tone of decent and intelligent discussion and personal help. Jack Bogle called Taylor "The King of the Bogleheads."

Please join us, along with Bogleheads from around the country and Canada, in wishing him a happy birthday and honoring his many accomplishments.

RSVP for the meeting and submit questions for Taylor HERE. All responses are anonymous, reservations are helpful but not required to attend.

The zoom link is HERE and the full zoom link is posted on the Bogleheads Calendar of Events.

Questions? Please email SFLBogleheads@gmail.com or PM me.

Looking forward to seeing everyone and enjoying this very, very special gathering

Miriam2
South Florida Chapter Coordinator



Taylor and Jack Bogle, 2016




Taylor sailing in Florida

[Miriam2]

Reminder for Taylor's 99th Birthday zoom party on Thur Jan 26, 2023, at 8:00 pm ET See above post for details.

The zoom link is here and is also posted on the Bogleheads Blog Calendar of Events.

Here are three nice Taylor interviews and articles posted by Barry Barnitz on the Bogleheads Blog -

https://www.bogleheads.org/blog/2021/01 ... -97-years/
https://www.bogleheads.org/blog/2018/06 ... t-journey/
https://www.bogleheads.org/blog/2018/02 ... portfolio/




Taylor and his beautiful family, circa 1950's.

(posted with permission!)

Miriam2
South Florida Chapter Coordinator

[LadyGeek]

Presentations from the Zoom party are posted here: Re: Happy 99th Birthday to Taylor Larimore

[LadyGeek]

You can now see images of the certificates, cake, and pie in a follow-up post here.

[Miriam2]

Thank you LadyGeek for posting these ^^^ links for us!
And thanks for being the Boglehead Birthday Cake and Three Fund Portfolio Pie Baker