Our next meeting will be January 13 at 7pm: The Rise of the Robo-Advisors

Ravi Srinivas will provide an overview of what robo advisors are, then touch upon their journey and influence so far. He will leave the audience with what’s coming and provide clues for them to parse out whether they should try one out.  Here are his notes.

There will be over 500 years of combined money management experience in the room. Tap into it!   All are welcome. No RSVP is needed, nor do you need to be a Vanguard client.  Your donation helps us provide healthy snacks and water.

We meet at Merrill Gardens in Campbell.  Here’s the information about parking and facility use.  Note the new check-in process at Merrill Gardens:

Important: Smoothing out the check-in process:
The touchpad check-in process bogs down when too many people arrive at the same time. This delays our program and interferes with residents’ use of the system (a way for us to “lose our lease” is to give the residents something to complain about). The only way to smooth this out is for you to show up earlier.
Our room is open by 6:15, so Come as early as you can. Check in. Enjoy the company of other Bogleheads. Help the team prepare the room. Have a snack. Check your Facebook feed. We’ll get started at 7pm. Then be sure to check out when you leave.

Our meeting notices are posted here, on the Bogleheads forum, and in our email list.  For more discussion, join our email list.

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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