The South Bay Bogleheads are a chapter of the The John C. Bogle Center for Financial Literacy.  Our investment philosophy is right here. Please check the Bogle Welcome Guide.

Our goal is to share information about financial wellness and investing. Some of us are newbies and some of us have years of experience. Everyone is welcome.

Please see our disclaimer.

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We are moving to an online meeting format. Our next meetings:

Date:  October 18, 2021

Time:  2 p.m. PST

Topic: Tax and Tax Strategies. 

Speaker:  Olga Mavrody, CPA

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Date:  Nov. 21, 2021

Time:  10:30 am PST

San Jose and Sacramento Chapters; Our second Combo Meeting

Topic:  International Investing, why it matters

Speaker:  Paul White, Vanguard, Relationship Executive, Flagship Select

Our meetings in 2020:

• 9/12/2020 at 10:30am PDT Do annuities make sense for your portfolio?  by Mel Turner.
• 8/23/2020 at 2 pm Alternative Investments by Kevin Dillion (Sacramento Bogleheads
• July 19th at 2:00 PM PST. Health Savings Account by Yateendra Kulkarni.
• February 23, 2020 – “Tax Loss Harvesting” by Sunil Agrawal.  Here are the notes.
• January 13, 2020 – Robo Advisors by Ravi Srinivas. Here are his notes.

Our meetings in 2019:

• November 18, 2019 –Tax Advantaged Savings Plans by Diwakar Vishakhadatta. Here are his notes.
• October 14, 2019: What’s in Your Financial Toolbox? Meeting notes
• September 9, 2019:  Balanced Funds: Classic, Life Strategy, and Target Date Funds
  • • Sunil Agrawal‘s meeting notes
    • Cheska Valentino‘s meeting notes
    • Alex Buckley’s meeting notes
    • Thomas Wang‘s meeting notes
• July 15, 2019: Principles for Successful Investing. Jim Cosgrove‘s meeting notes
• June 10, 2019: An Experiment in Dividend Investing. Jim Cosgrove‘s meeting notes
• May 13, 2019: Working with a Financial Planner. Harry Sit‘s meeting notes
• April 22, 2019: What we learned about taxes this year.
  • • Barbara Briseno spoke about tax tools and tax preparation.
    • Alan Baker spoke about tax law changes, gifts, and charitable donations.
• March 11, 2019: Diversification, Asset Allocation, and Rebalancing
  • • Thomas Wang’s bio and notes on diversification
    • Alan Baker’s bio and notes on asset allocation
    • Yateendra Kulkarni’s bio and notes on rebalancing
    • Moderator Jim Cosgrove’s bio
• February 11, 2019: International Investing. Arun Koparkar’s slides are here.
• January 10, 2019: Planning for  Health Care Costs.
  • • Jeanne Texeira: Medicare
    • Amit Jain: Health Care Overview
    • Harry Sit: Healthcare Without an Employer (Before Medicare)
    • Jim Cosgrove: Household Healthcare Costs

• Our meetings in 2018:

  • • January 30 at 7:00 PM at the Saratoga Library.  Alan Baker presents Avoiding Fraud and Identity Theft by Securing Your Digital Assets
    • 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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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.

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