Our next meeting will be September 9 at 7pm: Balanced Funds: Classic Balanced Funds, Life Strategy Funds, and Target Date Funds.
The format will be a 3-member panel discussion. All are welcome. No RSVPs are needed. There is no fee, so your generous voluntary donations are used to provide water and healthy snacks.
Everyone must check in via Merrill’s touchpad. One of us from the Leadership Team will be at the front desk to help you. So, maybe come a few minutes early, OK?
We will not meet in August.
Our meetings in 2019:
July 15, 2019: Principles for Successful Investing.
June 10, 2019: An Experiment in Dividend Investing.
May 13, 2019: Working with a Financial Planner.
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.
Handouts plus Questions and Answers
- Jeanne Texeira: Medicare
- Amit Jain: Health Care Overview
- Harry Sit: Healthcare Without an Employer (Before Medicare)
- Jim Cosgrove: Household Healthcare Costs
- Siva Uppalapati: Worst Case Scenario
- Questions and responses from the panel
Our panel was moderated by Jean Sloan. Our panelists were:
- Jeanne Texeira recently retired and focused on Medicare.
- Amit Jain has researched why insurance costs are so opaque.
- Harry Sit has written several pertinent posts on his widely-read finance blog. He covered how to select a “non-group” plan at pre-Medicare age, the choices, costs, and how to use ACA coverage.
- Jim Cosgrove shared real data on post-retirement costs over two decades, a rare opportunity to get a view of the actual trends in costs.
- Siva Uppalapati outlined the worst-case scenario for health insurance 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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