San Francisco Mid Peninsula, California Chapter

US Local Chapters, Wiki, and general Bogleheads community discussion, news, events, and announcements.
Topic Author
nance
Posts: 60
Joined: Fri Feb 06, 2009 3:45 pm

Re: San Francisco Mid Peninsula, California Chapter

Post by nance »

Hello San Francisco Bay Area Diehards!

Next Meeting: Thursday September 19, 2019 7pm.

Topic: Estate Planning - Trusts, Wills, etc
The importance of keeping your estate plan up to date given law and personal circumstance changes.
From Robert Pollak
USC phi beta kappa - Loyola law School, law review
Estate planning specialist with 30 years experience


Afterwards: General Investing Discussion


Burlingame Main Library
Upper Study Room A (UPPER LEVEL)
480 Primrose Rd
Burlingame, CA 94010

Near Burlingame Caltrain Station
Lots of free parking

Mailing list:
https://groups.yahoo.com/bayareadiehards
Topic Author
nance
Posts: 60
Joined: Fri Feb 06, 2009 3:45 pm

Re: San Francisco Mid Peninsula, California Chapter

Post by nance »

Hello San Francisco Bay Area Diehards!

Next Meeting: Thursday October 17, 2019 7pm.

Topic: Simple 2 or 3 Fund Portfolios

Afterwards: General Investing Discussion


Burlingame Main Library
Lower Study Room C (LOWER LEVEL)
480 Primrose Rd
Burlingame, CA 94010

Near Burlingame Caltrain Station
Lots of free parking

Mailing list:
https://groups.yahoo.com/bayareadiehards
Topic Author
nance
Posts: 60
Joined: Fri Feb 06, 2009 3:45 pm

Next Meeting: Thursday November 21, 2019 7pm.

Post by nance »

Hello San Francisco Bay Area Diehards!

Next Meeting: Thursday November 21, 2019 7pm.

Topic: Behavioral Finance, Tomorrow and Yesterday
By our Member: Francis Sameon

Afterwards: General Investing Discussion

Burlingame Main Library
Lower Study Room C (LOWER LEVEL)
480 Primrose Rd
Burlingame, CA 94010

Near Burlingame Caltrain Station
Lots of free parking


Mailing list:
https://groups.yahoo.com/bayareadiehards
Topic Author
nance
Posts: 60
Joined: Fri Feb 06, 2009 3:45 pm

Re: San Francisco Mid Peninsula, California Chapter

Post by nance »

Hello San Francisco Bay Area Diehards!

Next Bogleheads Meeting: Thursday December 19, 2019 7pm.

Topic:   Investment Policy Statement: What, Why, and How?
By our Member:  Sock Cheng Lewin-Koh

Every investor could potentially benefit from having an investment policy statement. It provides the foundation for all future investment decisions to be made by an investor. It serves as a guidepost, identifies goals and creates a systematic review process. The IPS is intended to keep investors focused on their objectives during short-term swings in the market and provides a baseline from which to monitor investment performance of the overall portfolio, as well as the performance of individual fund managers. 

https://www.bogleheads.org/wiki/Investm ... _statement  


Burlingame Main LibraryLower Study Room C (LOWER LEVEL)
480 Primrose Rd
Burlingame, CA 94010

Near Burlingame Caltrain Station
Lots of free parking

Mailing list:https://groups.yahoo.com/bayareadiehards
Topic Author
nance
Posts: 60
Joined: Fri Feb 06, 2009 3:45 pm

Next Bogleheads Meeting Thursday January 16, 2020 7pm

Post by nance »

Hello San Francisco Bay Area Diehards!

Next Bogleheads Meeting Thursday January 16, 2020 7pm

Topic: How Index Funds are causing Problems
As more and more people get with the program, index investing can work against us! 

Burlingame Main Library
Lower Study Room D (LOWER LEVEL)
480 Primrose Rd
Burlingame, CA 94010

Near Burlingame Caltrain Station
Lots of free parking
Mailing list:

https://groups.yahoo.com/bayareadiehards
Topic Author
nance
Posts: 60
Joined: Fri Feb 06, 2009 3:45 pm

Re: San Francisco Mid Peninsula, California Chapter

Post by nance »

Friendly Reminder:

Hello San Francisco Bay Area Diehards!

Next Bogleheads Meeting Thursday January 16, 2020 7pm

Topic: How Index Funds are causing ProblemsAs more and more people get with the program, index investing can work against us! 

Burlingame Main Library

Lower Study Room D (LOWER LEVEL)

480 Primrose Rd

Burlingame, CA 94010

Near Burlingame Caltrain Station

Lots of free parking

Mailing list:

https://groups.yahoo.com/bayareadiehards
Topic Author
nance
Posts: 60
Joined: Fri Feb 06, 2009 3:45 pm

Next meeting Feb 27, 2020 7pm

Post by nance »

Hello San Francisco Bay Area Diehards!

Next Bogleheads Meeting Thursday Feb 27, 2020 7pm

Topic: Taxes!
Tax planning, Law changes, Tax list selling...

Burlingame Main Library
Lower Study Room D (LOWER LEVEL)
480 Primrose Rd
Burlingame, CA 94010

Near Burlingame Caltrain Station

Lots of free parking

Mailing list:

https://groups.yahoo.com/bayareadiehards
Topic Author
nance
Posts: 60
Joined: Fri Feb 06, 2009 3:45 pm

Next Meeting: ONLINE - Thursday March 19, 2020 7pm

Post by nance »

Subject: Next Meeting: ONLINE - Thursday March 19, 2020 7pm



Hello San Francisco Bay Area Diehards!

We will have our next meeting Online.

Next Bogleheads Meeting Thursday March 19, 2020 7pm

Topic: Current Market Turbulence
What else could we talk about?

Please install the zoom client for your computer, phone, tablet, etc.

https://us04web.zoom.us/download#client_4meeting

An email next week will have our meeting link.

Mailing list:

https://groups.yahoo.com/bayareadiehards
User avatar
WoodSpinner
Posts: 1973
Joined: Mon Feb 27, 2017 1:15 pm

Re: San Francisco Mid Peninsula, California Chapter

Post by WoodSpinner »

Will you publish link on this message? I don't want to use Yahoo groups for privacy reasons.

Thanks
Topic Author
nance
Posts: 60
Joined: Fri Feb 06, 2009 3:45 pm

Re: San Francisco Mid Peninsula, California Chapter

Post by nance »

Hello San Francisco Bay Area Diehards!

Next Bogleheads Meeting Thursday March 19, 2020 7pm ONLINE

Topic: Current Market Turbulence
What else could we talk about?

Time: Mar 19, 2020 07:00 PM Pacific Time (US and Canada)

Join Zoom Meeting



Mailing list:

https://groups.yahoo.com/bayareadiehards
Topic Author
nance
Posts: 60
Joined: Fri Feb 06, 2009 3:45 pm

Next SF Bogleheads Meeting Thursday April 16, 2020 7pm ONLINE

Post by nance »

Hello San Francisco Bay Area Diehards!

Next SF Bogleheads Meeting Thursday April 16, 2020 7pm ONLINE

Topic: Bonds, Municipal Bonds, How they can enhance your portfolio.
We will first cover current market turmoil and have a Q&A discussion


Guests:
David Blair, CFA, Senior Vice President and Portfolio Manager
Nuveen Asset Management, LLC

Mark M. Anderson
Regional Director
Schwab Asset Management Solutions

Benson Huang CFP
Vice President-Financial Consultant, Charles Schwab & Co, Inc

Time: April 16, 2020 07:00 PM Pacific Time (US and Canada)



Mailing list:

https://groups.yahoo.com/bayareadiehards
Last edited by nance on Thu May 14, 2020 12:36 pm, edited 2 times in total.
Topic Author
nance
Posts: 60
Joined: Fri Feb 06, 2009 3:45 pm

Reminder: Next SF Bogleheads Meeting Thursday April 16, 2020 7pm ONLINE

Post by nance »

Friendly reminder: Next SF Bogleheads Meeting Thursday April 16, 2020 7pm ONLINE

Topic: Bonds, Municipal Bonds, How they can enhance your portfolio.
We will first cover current market turmoil and have a Q&A discussion


Guests:
David Blair, CFA, Senior Vice President and Portfolio Manager
Nuveen Asset Management, LLC

Mark M. Anderson
Regional Director
Schwab Asset Management Solutions

Benson Huang CFP
Vice President-Financial Consultant, Charles Schwab & Co, Inc

Time: April 16, 2020 07:00 PM Pacific Time (US and Canada)



Mailing list:
https://groups.yahoo.com/bayareadiehards
Last edited by nance on Thu May 14, 2020 12:36 pm, edited 2 times in total.
FoolStreet
Posts: 1294
Joined: Fri Sep 07, 2012 12:18 am

Re: Reminder: Next SF Bogleheads Meeting Thursday April 16, 2020 7pm ONLINE

Post by FoolStreet »

nance wrote: Tue Apr 14, 2020 10:41 pm Friendly reminder: Next SF Bogleheads Meeting Thursday April 16, 2020 7pm ONLINE

Topic: Bonds, Municipal Bonds, How they can enhance your portfolio.
We will first cover current market turmoil and have a Q&A discussion


Guests:
Scott A. Stanley CIMA
Managing Director, Divisional Director
Nuveen Asset Management, LLC

Mark M. Anderson
Regional Director
Schwab Asset Management Solutions

Benson Huang CFP
Vice President-Financial Consultant, Charles Schwab & Co, Inc

Time: April 16, 2020 07:00 PM Pacific Time (US and Canada)

https://schwabmeeting.webex.com/schwabm ... d8e1024d9a



Mailing list:
https://groups.yahoo.com/bayareadiehards
I would be interested in sharing a discussion on muni strategy with bogleheads
building on what I’ve learned here from grabiner and others.

I have never gone to a seminar hosted by an investment firm since I get my advice here to keep expenses low. I admit that I get that weird feeling I get when the person at Costco offers you advice on wine selection In the wine aisles. Yes, I like wine and Costco tends to have the best value, but...what is your motivation? lol

So, please take my questioning with a grain of salt because I appreciate you organizing this... but, what should we expect to hear about Nuveen and Schwab’s products and services? Has anyone worked with them before and can share how they stack up to a Boglehead approach?

Should we expect a hard sell on their funds and their AUM and Variable Annuity products and services? Soft sell? Discussion on vanguard muni index funds?

Is this a Boglehead event that they are invited to? Or is it their event that we are invited to?

About how many people attend? Can we attend anonymously? If not, will they be calling us asking for appointments afterward? Is it a chat between attendees, or more of a sit back and listen to what they say and learn from them?
Topic Author
nance
Posts: 60
Joined: Fri Feb 06, 2009 3:45 pm

Re: San Francisco Mid Peninsula, California Chapter

Post by nance »

This is an informational event to learn about Bonds, and Tax Free Bonds with lots of Q&A and minimal selling.
There is not a specific fund they are trying to sell us.

Last month we had a Fidelity rep help calm down all the folks on the video conference.
The bond and muni bond markets had a big hiccup recently, so they can help educate us on what went on.

No selling. Someone asked actually them to tell us what's new at Fidelity.

You can always call them on the carpet if something is sketchy. Or quiz their knowledge.

We usually have about 20 or so folks in our meetings. This chapter has been running for over a year.
You can sign up and use any email address you want.

This is NOT an event you hear about on the radio!
FoolStreet
Posts: 1294
Joined: Fri Sep 07, 2012 12:18 am

Re: San Francisco Mid Peninsula, California Chapter

Post by FoolStreet »

nance wrote: Tue Apr 14, 2020 11:38 pm This is an informational event to learn about Bonds, and Tax Free Bonds with lots of Q&A and minimal selling.
There is not a specific fund they are trying to sell us.

Last month we had a Fidelity rep help calm down all the folks on the video conference.
The bond and muni bond markets had a big hiccup recently, so they can help educate us on what went on.

No selling. Someone asked actually them to tell us what's new at Fidelity.

You can always call them on the carpet if something is sketchy. Or quiz their knowledge.

We usually have about 20 or so folks in our meetings. This chapter has been running for over a year.
You can sign up and use any email address you want.

This is NOT an event you hear about on the radio!
Honestly, I struggle with this. If you have another one with just bogleheads, that would be fun. I would be happy to share how I analyze muni index funds as a regular bogleheader and I would love to hear what everyone else is doing. I’m sure I could learn a lot.

I am just leery. Maybe I shouldn’t be.

Benson Huang’s dossier shows he sells variable annuities and, well, that sends a message.
https://client.schwab.com/public/consul ... nson.huang Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Sorry. I probably sound like I’m coming off a little snooty. I don’t mean to be difficult.
Phalanx
Posts: 11
Joined: Wed Oct 21, 2009 4:17 pm

Re: San Francisco Mid Peninsula, California Chapter

Post by Phalanx »

Nance, thanks for organizing the muni bond event, and for your efforts in general!
User avatar
WoodSpinner
Posts: 1973
Joined: Mon Feb 27, 2017 1:15 pm

Re: San Francisco Mid Peninsula, California Chapter

Post by WoodSpinner »

Nance,

I attended yesterday evening’s Webinar and thought it was well done. Focused on Muni Funds, current market conditions, risks and rewards. Not a sales presentation.

Thanks for setting it this up!

Gotta say, I am loving the online meetings— makes it much easier to attend and learn.

WoodSpinner
Topic Author
nance
Posts: 60
Joined: Fri Feb 06, 2009 3:45 pm

Re: San Francisco Mid Peninsula, California Chapter

Post by nance »

Appreciate the kudos. We'll be online next month again - May 21 7pm PT.

(Someday we will meet in person, but continue the zoom option!)

We are always open to topic suggestions and presenters!
Musigny
Posts: 10
Joined: Wed Nov 07, 2018 8:05 pm

Re: San Francisco Mid Peninsula, California Chapter

Post by Musigny »

Trying to join the Chapter. Went to the Yahoo page and sent an email. Haven't heard anything yet.

Thanks for any help!
Topic Author
nance
Posts: 60
Joined: Fri Feb 06, 2009 3:45 pm

Next SF Bogleheads Meeting Thursday May 21, 2020 7pm ONLINE

Post by nance »

Hello San Francisco Bay Area Diehards!

Next Bogleheads Meeting Thursday May 21, 2020 7pm ONLINE

Topic: Current Market Conditions
Questions sent in by members - So please do so!

Time: May 21, 2020 07:00 PM Pacific Time (US and Canada)

Zoom information sent to those on the email list. Private message me to get it.
It is a security issue if I post it.

Mailing list:
https://groups.yahoo.com/bayareadiehards
Topic Author
nance
Posts: 60
Joined: Fri Feb 06, 2009 3:45 pm

San Francisco Mid Peninsula, California Chapter June 18 Meeting

Post by nance »

Hello San Francisco Bay Area Diehards!

Next Bogleheads Meeting Thursday June 18, 2020 7pm ONLINE

Topic: Robo Investing,
Current Market Condition Discussion

Questions sent in by members - So please do so!

Time: June 18, 2020 07:00 PM Pacific Time (US and Canada)

Zoom information was sent to those on the email list a couple days before the meeting. Private message me to get it.
Please update to the latest zoom client.

Mailing list:
https://groups.yahoo.com/bayareadiehards
Last edited by nance on Tue Jun 16, 2020 3:38 pm, edited 3 times in total.
palanzo
Posts: 2146
Joined: Thu Oct 10, 2019 4:28 pm

Re: Next SF Bogleheads Meeting Thursday May 21, 2020 7pm ONLINE

Post by palanzo »

nance wrote: Thu May 14, 2020 12:36 pm Hello San Francisco Bay Area Diehards!

Next Bogleheads Meeting Thursday May 21, 2020 7pm ONLINE

Topic: Current Market Conditions
Questions sent in by members - So please do so!

Time: May 21, 2020 07:00 PM Pacific Time (US and Canada)

Zoom information sent to those on the email list. Private message me to get it.
It is a security issue if I post it.

Mailing list:
https://groups.yahoo.com/bayareadiehards
Using Zoom is a security issue.
Topic Author
nance
Posts: 60
Joined: Fri Feb 06, 2009 3:45 pm

Next SF Bogleheads Meeting Thursday July 16, 2020 7pm ONLINE

Post by nance »

Hello San Francisco Bay Area Diehards!

Next Bogleheads Meeting Thursday July 16, 2020 7pm Pacific Time ONLINE

Topic: Socially Responsible Investing
Current Market Conditions Discussion

Questions sent in by members - So please hit REPLY and send one!

Zoom Link will be sent to those on the mailing list, shortly before the meeting.

Mailing list:
https://groups.yahoo.com/bayareadiehards
User avatar
Pikachu0550
Posts: 44
Joined: Sat Jun 13, 2020 1:59 am
Location: CA

Re: San Francisco Mid Peninsula, California Chapter

Post by Pikachu0550 »

Hello Bay Area Diehards!
I am new on here and joined Bogleheads only recently. Seems that I just missed the last Thursday meeting. Looking forward to the next one and would be very happy to meet local Bay Area folks!
:beer
-- Late starter, fast learner ---
Seabees510
Posts: 2
Joined: Wed Jul 29, 2020 12:22 am

Re: San Francisco Mid Peninsula, California Chapter

Post by Seabees510 »

Hello!

Henry from Hayward/ Oakland.

Looking forward to meeting up and expanding my knowledge on personal finances!

R,
Henry
Topic Author
nance
Posts: 60
Joined: Fri Feb 06, 2009 3:45 pm

Next SF Bogleheads Meeting Thursday September 17, 2020 7pm ONLINE

Post by nance »

Hello San Francisco Bay Area Diehards!

Next Bogleheads Meeting Thursday September 17, 2020 7pm Pacific Time ONLINE

Topic: Deterministic Retirement Model by our member Joel Albert

Presentation materials to be discussed in the meeting:

Powerpoint
https://drive.google.com/file/d/1m7Acgr ... sp=sharing

Excel
https://drive.google.com/file/d/1SVPKVi ... sp=sharing

PDF
https://drive.google.com/file/d/1dZ6sGA ... sp=sharing

Zoom link will be sent out next week to all mailing list members

Mailing list:
https://groups.yahoo.com/bayareadiehards
Topic Author
nance
Posts: 60
Joined: Fri Feb 06, 2009 3:45 pm

REITs! - Next Bogleheads Meeting Thursday October 15, 2020 7pm Pacific Time ONLINE

Post by nance »

Hello San Francisco Bay Area Diehards!

Next Bogleheads Meeting Thursday October 15, 2020 7pm Pacific Time ONLINE

Topic: All about REITs

Do Real Estate Investment Trusts belong in your portfolio?

Zoom link will be sent out next week to mailing list members

Mailing list:
https://groups.yahoo.com/bayareadiehards
Topic Author
nance
Posts: 60
Joined: Fri Feb 06, 2009 3:45 pm

Re: San Francisco Mid Peninsula, California Chapter

Post by nance »

Hello San Francisco Bay Area Diehards!

Be sure to sign up for the Online 2020 Bogleheads Speaker Series! Start Saturday November 14, 2020!
https://web.cvent.com/event/a6933eef-96 ... 63/summary

Next SF Bogleheads Meeting Thursday November 19, 2020 7pm ONLINE

Topic: Investing Discussion Topics:

Bonds are safer than they look

Best Online Brokers

How to avoid the Cruelest Tax: Inflation 


Mailing list:
https://groups.yahoo.com/bayareadiehards
Topic Author
nance
Posts: 60
Joined: Fri Feb 06, 2009 3:45 pm

Next SF Bogleheads Meeting Thursday December 17, 2020 7pm ONLINE - Tax Planning

Post by nance »

Next SF Bogleheads Meeting Thursday December 17, 2020 7pm ONLINE

Topic: End of Year Tax Planning
Tax code changes
How to save on your taxes

Presented by our generous Member: Francis

Join our mailing list to get the zoom link sent to you

Mailing list:
https://mailchi.mp/d83dfb760d89/signup
Topic Author
nance
Posts: 60
Joined: Fri Feb 06, 2009 3:45 pm

Next SF Bogleheads Meeting Thursday January 21, 2021 7pm PT ONLINE

Post by nance »

Next SF Bogleheads Meeting Thursday January 21, 2021 7pm PT ONLINE

Topic: Estate Planning - The Unforseen
2020 Investment Performance Recap

Estate Planning Presented by our generous Member: Mahesh

Join Zoom Meeting
Link sent to members

Mailing list:
https://mailchi.mp/d83dfb760d89/signup
Topic Author
nance
Posts: 60
Joined: Fri Feb 06, 2009 3:45 pm

Secure Your Tech Gadgets - Th Feb 18, 2021 7PM PT

Post by nance »

Next SF Bogleheads Meeting Thursday Feb 18, 2021 7 PM Pacific Time ONLINE - Virtual

Open to other Bogleheads members!

Topic: Secure Your Tech Gadgets

Learn how to use your phone, computer, router more safely!
Protect yourself from ransomware, spam, phishing, viruses

Time: Feb 18, 2021 7 PM Pacific Time (US and Canada)

Zoom link sent via Mailing list

Mailing list:
https://mailchi.mp/d83dfb760d89/signup
Topic Author
nance
Posts: 60
Joined: Fri Feb 06, 2009 3:45 pm

Next San Fran Bogleheads Meeting Thursday March 18, 2021 7 PM Pacific Time ONLINE - Virtual

Post by nance »

Next San Fran Bogleheads Meeting Thursday March 18, 2021 7 PM Pacific Time ONLINE - Virtual
Open to ALL Bogleheads members!

Topic: Real Estate

Learn all about the state of the San Francisco Real Estate Market.
What is hot, what is not?
Is it a good time to sell or buy?
How you can increase the odds of your offer being accepted.
Tips and Tricks from the pros.


Presented by:
Julie Boc – Compass
408-309-3328
phanboc@gmail.com

Sue Sheng – Berkshire Hathaway
(650) 218-6525
sue@suesheng.com

Time: Thursday, March 18, 2021 7 PM Pacific Time - 10PM Eastern Time

Zoom link will be sent out to our Email Newsletter or Private Message me

Free Email Newsletter:
https://mailchi.mp/d83dfb760d89/signup

You can also find a calendar of upcoming events here:
https://www.bogleheads.org/blog/calendar-of-events/
Topic Author
nance
Posts: 60
Joined: Fri Feb 06, 2009 3:45 pm

Next San Fran Bogleheads Meeting Thursday April 15, 2021 7 PM Pacific Time ONLINE - Virtual

Post by nance »

Next San Fran Bogleheads Meeting Thursday April 15, 2021 7 PM Pacific Time ONLINE - Virtual
Open to ALL Bogleheads members!


Topic: Cryptocurrencies - Bitcoin to NFTs

Learn what they are.
What is new in Cryptocurrencies?
Are they a good investment?

Time: Thursday, April 15, 2021 7 PM Pacific, 8 Mountain, 9 Central - 10PM Eastern Time

Zoom link will be sent out to our Email Newsletter



Free Email Newsletter:
https://mailchi.mp/d83dfb760d89/signup

Bogleheads Calendar of Events:
https://www.bogleheads.org/blog/calendar-of-events/
Topic Author
nance
Posts: 60
Joined: Fri Feb 06, 2009 3:45 pm

Re: San Francisco Mid Peninsula, California Chapter

Post by nance »

Next San Fran Bogleheads Meeting Thursday May 20, 2021 7 PM Pacific Time ONLINE - Virtual
Open to ALL!


Topic: Behavioral Advantage: Adjusting your Mindset to Achieve Your Investment Goals
Behaving Well: A Sustainable Advantage

How your mind can work against you!

By our member Francis

Time: Thursday, May 20, 2021 7 PM Pacific, 8 Mountain, 9 Central - 10PM Eastern Time


Topic: Behavioral Advantage: Adjusting your Mindset to Achieve Your Investment Goals
Time: May 20, 2021 07:00 PM Pacific Time (US and Canada)


Join mailing list to get Zoom Link


San Francisco Bogleheads Chapter Free Email Newsletter:
https://mailchi.mp/d83dfb760d89/signup


Bogleheads Calendar of Events:
https://www.bogleheads.org/blog/calendar-of-events/
Topic Author
nance
Posts: 60
Joined: Fri Feb 06, 2009 3:45 pm

Topic: Why invest internationally? June 17 7PM PT ONLINE

Post by nance »

Next San Fran Bogleheads Meeting Th June 17, 2021 7 PM Pacific Time ONLINE - Virtual
Open to ALL!


Topic: Why invest internationally?

Time: Thursday, 7 PM Pacific, 8 Mountain, 9 Central - 10PM Eastern Time

Link will be sent out next week.
San Francisco Bogleheads Chapter Free Email Newsletter:
https://mailchi.mp/d83dfb760d89/signup


Bogleheads Calendar of Events:
https://www.bogleheads.org/blog/calendar-of-events/
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