Meetings

We are moving to an online meeting format.

Our next meetings:

Effective 1/1/2022 South Bay Bogleheads meetings are now held Quarterly and will be Online only. 

 This group seeks a new team leader for 2023.  If interested, please send us an email.

 Our next quarterly meeting will be on Zoom in June/July 2022 time-frame.  Topic, date and time is TBA.  Members on our SBB email list will receive details.


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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