Meetings

We are moving to an online meeting format. To receive notice of our upcoming virtual meetings, please join our mailing list by sending your NAME and EMAIL address to info@southbaybogleheads.com.

Note: South Bay Bogleheads is seeking a new Team Leader for 2023. If interested, please send us an email to info@southbaybogleheads.com.


Our meetings in 2022:


Our meetings in 2021:

  • 12/11/2021 10:30 PT, Glad Tidings – The Year in Review (“Dogs of 2020 vs Barron’s Top 10”) by Chris Goslow
  • 11/13/2021, 10:30 PT, Interview:  With Bill Bernstein (Author of: Four Pillars of Investing & The Intelligent Asset Allocator). Topic: The Delusions of Crowds
  • 10/09/2021 at 10:30 am PT. All members were invited to share their experience and knowledge about any facets of Real Estate.  Click Here for Our Speakers’ Notes.
  • 09/18/2021 10:30AM PST. Paul White and Heather Winslow-Walker (Vanguard) “Legacy Planning” . Click Here for Presentation
  • 06/26/2021 2PM 10 volunteers will talk about the “meaning of money” for 2-5 minutes—No slides.
  • 5/16/2021, 2PM PT, Estate Planning for Each Season of Your Life. Click Here for Presentation. by Nancy Williamson Esq.
  • 4/10/2021, 10:30AM PD,  Beyond CDs and Bonds. Click Here for Presentation. by Harry Sit.  Joint meeting w/Sacramento.
  • 3/21/2021, 2 pm PST. March Madness.  All Members are invited to bring their questions or a topic they would like to discuss.
  • 02/20/2021: Tools to Save Money on Healthcare by Joanne Rodrigues. Click Here for Presentation.
  • 1/19/2021: Joint meeting with San Jose, Sacramento & San Diego—A conversation with JL Collins Author of “A simple path to Wealth”.  No Handout.

Our meetings in 2020:

Our meetings in 2019:

  • Our meetings in 2018:

      • February 17 at 11:30 AM at Harry’s Hofbrau.  Roundtable discussion following up on January’s topic.  There’s more info on the Bogleheads forum.
      • March 12 at 7:00 PM at the Saratoga Library.  The topic is Achieving Early Retirement Through Financial independence.  More detailed information can be found on the Bogleads forum.  Topics include:
        • Living below your means
        • How to access retirement funds early without paying penalties
        • Why a very long retirement (50+ years) doesn’t require much more money than a 20-30 year retirement
        • Healthcare planning`
      • April 19 at 7:00 at Merrill Gardens in Campbell.  Panelists Rick Huang, Greg Dietrich, and Thomas Wang opined on: How are you preparing for the next bear market?  The meeting notes are here.
      • May 10 at 7:00 at Merrill Gardens in Campbell–an Investors’ Roundtable panel and Q&A. The meeting notes are here.
      • June 14 at 7:00.  The speaker was Maureen O’Connell, JD on What You Need to Know About Estate Planning
      • July 16 at 7:00.  TWO topics:  Wild Cards and Black Swans:  What are they and how to prepare – by Arun Koparkar AND Treasury Securities by Jim Cosgrove.  Jim’s presentation is here.
      • September 20 at 7:00.  Jim Cosgrove presented Creating Your Financial Wellness Checklist.
      • November 12 at 7:00.  Steve Yang led a review and discussion of Ray Dalio’s book, “Principles for Navigating Big Debt Crises”.  Steve’s review is here.  The book is available as a free download here.

 Our meetings in 2015 – 2017 are here.

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