Meetings

We are moving to an online meeting format.

Our next meetings:


South Bay Bogleheads leadership team has decided to take a summer break after holding 12 consecutive meeting during the Covid pandemic.  We will return in September of 2021 with a confirmed guest speaker–Paul White of Vanguard.  During our vacation, please feel free to access other Bogleheads chapter meetings on a newly organized calendar showing meetings all over the USA.  Go to  https://www.bogleheads.org/blog/calendar-of-events/


Our meetings in 2021:

  • 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.

The URL shortner for this page is https://bit.ly/2DXUmHt

Contact

You are welcome to join our mailing list.  Meeting announcements are published there and members post questions and answers.

For more information, send an email to

  Anti-spam graphic.

DISCLAIMER: The content of our meetings, our website, and the emails sent through our mailing list were prepared by members of the South Bay Bogleheads for informational purposes only and are not intended to and do not constitute investment advice, nor are they intended to create or constitute an advisor-client relationship. South Bay Bogleheads does not approve or endorse any user generated content, nor does it have control over the quality, correctness, timeliness, safety, truth, accuracy or legality of user-generated content. You may find such content offensive, harmful, or inaccurate. You should not act upon this information without seeking guidance from qualified professionals or performing your own due diligence. Past performance and future projections are no guarantee of future returns. Investing involves risk and possible loss of your money. South Bay Bogleheads reserves the right, but is not obligated to remove or edit user-generated content.

The URL shortener for this page is https://bit.ly/2GHEQ43