[Virtual online chapter - Master thread]

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SFlinvestor
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Re: [Virtual online chapter - Master thread]

Post by SFlinvestor »

Great idea! I'm in!

Would still love live meetings as well, cause it's nice to meet great local likeminded people.

The creativity and community of people in the Boglehead community is amazing, and something I am proud to be a part of.

Someone mentioned livestreaming the annual event as well. T

This would be a fabulous idea to include many more people.
lazylarry
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Re: [Virtual online chapter - Master thread]

Post by lazylarry »

Hi all,

Wanted to let everyone know about our next meeting :
Tuesday 8/7 at 8pm EST about Asset Allocation presented by FiveK

It will be exciting.

If you're interested and haven't got the email, email me at virtualbogleheads@gmail.com and let me know.
We also have a blog with resources, past presentations and will include this presentation if you are unable to come.
https://virtualbogleheads.wordpress.com/
My profile: https://www.bogleheads.org/forum/memberlist.php?mode=viewprofile&u=86026 | Virtua lBogleheads® Blog: https://virtualbogleheads.wordpress.com/
amindu
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Re: [Virtual online chapter - Master thread]

Post by amindu »

Hi, I am definitely interested as well, will shoot you an email, however is it possible to do this at the annual conference so that those who were not able to go can listen in on some of the segments? Even if there is a small fee, might be of interest to make it worthwhile? Thanks.
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Miriam2
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Re: [Virtual online chapter - Master thread]

Post by Miriam2 »

amindu wrote: Hi, I am definitely interested as well, will shoot you an email, however is it possible to do this at the annual conference so that those who were not able to go can listen in on some of the segments? Even if there is a small fee, might be of interest to make it worthwhile? Thanks.
The Boglehead Conference videos are online right here in the wiki, usually posted within days of the conference.

https://www.bogleheads.org/wiki/Boglehe ... onferences
TheQuietMan
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Re: [Virtual online chapter - Master thread]

Post by TheQuietMan »

Thank you to FiveK for presenting and to Manny for hosting. I enjoyed hearing about the different aspects of asset allocation.
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Miriam2
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Re: [Virtual online chapter - Master thread]

Post by Miriam2 »

Enjoyed the presentation FiveK, thank you. And lazylarry, appreciate all the work you do to make this Virtual on-line Chapter a success :happy
lazylarry
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Re: [Virtual online chapter - Master thread]

Post by lazylarry »

Hi folks,
It has been a little bit, but I did want to announce a meeting for the Virtual Bogleheads group on 11/9 at 8pm EST on Safe Withdrawal Rates by Willthrill! We're excited to have Willthrill present, and the meeting will be recorded for individuals who can't attend!

Email me at virtualbogleheads@gmail.com if you would like to join the group. I'll send out another reminder email later today.

And our blog is listed in my signature, if you would like to view past presentations as well as boglehead resources.

Thanks,
Manny (lazylarry)
My profile: https://www.bogleheads.org/forum/memberlist.php?mode=viewprofile&u=86026 | Virtua lBogleheads® Blog: https://virtualbogleheads.wordpress.com/
TheQuietMan
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Re: [Virtual online chapter - Master thread]

Post by TheQuietMan »

Thank you to Willthrill81 for presenting, and to Manny for hosting. Will, I enjoyed your presentation regarding safe withdrawal rates.
lazylarry
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Re: [Virtual online chapter - Master thread]

Post by lazylarry »

Hi all,

It's been a few months, but excited to announce our next presentation. Hope to see everyone there! We will have a new presentor - David Jay will be presenting "Can I retire? A simple evaluation with “Stages of Retirement” on Monday February 25th at 8pm EST. I think this is great topic that we actually haven't covered fully yet.

If you would like to join our listserv or for meeting invite, email me at virtualbogleheads@gmail.com . Also, feel free to visit our blog at https://virtualbogleheads.wordpress.com/ which has resources and prior presentations.

Manny (lazylarry)
My profile: https://www.bogleheads.org/forum/memberlist.php?mode=viewprofile&u=86026 | Virtua lBogleheads® Blog: https://virtualbogleheads.wordpress.com/
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Miriam2
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Re: [Virtual online chapter - Master thread]

Post by Miriam2 »

Nice Virtual Bogleheads wordpress blog, Lazylarry 8-)
Looking foreword to David Jay's presentation He's helped so many Bogleheads pull themselves together to retire :happy
HoosierJim
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Re: [Virtual online chapter - Master thread]

Post by HoosierJim »

Attended my first virtual Bogleheads meeting. So much better than driving 45 minutes or more each way to a physical meeting.

Would like to thank David for presenting Can I retire? A simple evaluation with “Stages of Retirement".

Well thought out plan. Learned about some techniques to look at that were probably on the site at one time but missed by me.

The most profound point was how Boglehead techniques can be simple, effective and teachable.

Thanks again to David Jay and Manny (lazylarry)
TheQuietMan
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Re: [Virtual online chapter - Master thread]

Post by TheQuietMan »

I’d like to thank David Jay for presenting. It was clear, concise, and thorough. I’d also like to thank Manny for hosting.
lazylarry
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Re: [Virtual online chapter - Master thread]

Post by lazylarry »

Hey folks!

Excited to announce our next presentation. Hope to see everyone there! We will have a well known discussant on the bogleheads forum - sscritic will be presenting "You Too Can Read Official Documents” on Tuesday June 25th at 8pm EST. The topics will encompass a variety of nuances/common misconceptions about common investment processes and vehicles, e.g. required withholding on IRA/401k withdrawals or who can open a traditional IRA. While not as general as our typical topics, I think these might be valuable specific insights from a speaker with a great deal of knowledge who uses evidence-based sources such as IRS publications.

If you are interested in joining the group, email me at virtualbogleheads@gmail.com.

Thanks!
Manny
My profile: https://www.bogleheads.org/forum/memberlist.php?mode=viewprofile&u=86026 | Virtua lBogleheads® Blog: https://virtualbogleheads.wordpress.com/
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Miriam2
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Re: [Virtual online chapter - Master thread]

Post by Miriam2 »

Thanks to everyone for organizing the latest Virtual On-Line meeting. It was quite helpful in learning how to more accurately read the IRS documents, and to find the right publications in the first place. Many good tips. :happy
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HueyLD
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Re: [Virtual online chapter - Master thread]

Post by HueyLD »

I enjoyed and appreciated the presentation by sscritic and would like to thank Manny for his organizing the meeting.

And Miriam did ask a very good question and I learned something from sscritic’s reply.
bandoba
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Re: [Virtual online chapter - Master thread]

Post by bandoba »

Anyone knows if meetings for this online chapter are still on? I haven't seen announcements in a while and so wondering.
lazylarry
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Re: [Virtual online chapter - Master thread]

Post by lazylarry »

Hey sorry, I've been slacking off. But yes, would folks be interested in a regular meeting?
I'm thinking if I set some dates (e.g. every 3 months) then I'll be more likely to stick to it:
How about:
4/7 @ 8pm
7/14 @ 8pm
10/6 @ 8pm
12/15 @ 8pm
All eastern standard time
If folks are interested, I'll set these up, and we could do meetings. Anybody interested in presenting? We could do a coronavirus topic (or something non-coronavirus to get people's mind off of it)?
My profile: https://www.bogleheads.org/forum/memberlist.php?mode=viewprofile&u=86026 | Virtua lBogleheads® Blog: https://virtualbogleheads.wordpress.com/
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pondering
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Re: [Virtual online chapter - Master thread]

Post by pondering »

Sounds like a good plan.

Thanks.
--Robert Sterbal | robert@sterbal.com | 412-977-3526
bandoba
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Re: [Virtual online chapter - Master thread]

Post by bandoba »

lazylarry wrote: Fri Mar 20, 2020 5:36 pm Hey sorry, I've been slacking off. But yes, would folks be interested in a regular meeting?
I'm thinking if I set some dates (e.g. every 3 months) then I'll be more likely to stick to it:
How about:
4/7 @ 8pm
7/14 @ 8pm
10/6 @ 8pm
12/15 @ 8pm
All eastern standard time
If folks are interested, I'll set these up, and we could do meetings. Anybody interested in presenting? We could do a coronavirus topic (or something non-coronavirus to get people's mind off of it)?
No worries, sounds like a good plan.
Copernicus
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Re: [Virtual online chapter - Master thread]

Post by Copernicus »

Yess!!Please.
MandyT
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Re: [Virtual online chapter - Master thread]

Post by MandyT »

lazylarry wrote: Fri Mar 20, 2020 5:36 pm Hey sorry, I've been slacking off. But yes, would folks be interested in a regular meeting?
I'm thinking if I set some dates (e.g. every 3 months) then I'll be more likely to stick to it:
How about:
4/7 @ 8pm
7/14 @ 8pm
10/6 @ 8pm
12/15 @ 8pm
All eastern standard time
If folks are interested, I'll set these up, and we could do meetings. Anybody interested in presenting? We could do a coronavirus topic (or something non-coronavirus to get people's mind off of it)?
Sorry to be "that guy", but I suspect you mean eastern time, not eastern standard time. The first three of those would be eastern daylight time.
black cat fortunate
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Re: [Virtual online chapter - Master thread]

Post by black cat fortunate »

Yes, please!
So 4/7 at 8 Eastern will be upcoming, sounds like..
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WoodSpinner
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Re: [Virtual online chapter - Master thread]

Post by WoodSpinner »

Very interested....

How do the logistics work?
WoodSpinner
bandoba
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Re: [Virtual online chapter - Master thread]

Post by bandoba »

Was there meeting today?
lazylarry
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Re: [Virtual online chapter - Master thread]

Post by lazylarry »

Ahh sorry I had work stuff come up so couldn't do that. We'll have a meeting in 2 weeks, and I'll send out an email in a few minutes.
My profile: https://www.bogleheads.org/forum/memberlist.php?mode=viewprofile&u=86026 | Virtua lBogleheads® Blog: https://virtualbogleheads.wordpress.com/
LeeMKE
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Re: [Virtual online chapter - Master thread]

Post by LeeMKE »

I'm in for the next meeting Tuesday 21Apr at 8:00 Eastern time.

I'd like to know what schedule folks are following for rebalancing right now. What is in your ISP, and have you changed your schedule and why?

If we have newbies, we could discuss the method we use to rebalance. This seems to be a perennial question for newer Bogleheads.

This time I'm in a similar time zone, so I should have no problem attending!
The mightiest Oak is just a nut who stayed the course.
bandoba
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Re: [Virtual online chapter - Master thread]

Post by bandoba »

lazylarry wrote: Wed Apr 08, 2020 9:50 am Ahh sorry I had work stuff come up so couldn't do that. We'll have a meeting in 2 weeks, and I'll send out an email in a few minutes.
Sounds good, count me in.
lazylarry
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Re: [Virtual online chapter - Master thread]

Post by lazylarry »

Just a reminder of the below and for new members:

It's been a while, but excited to announce our next presentation. Hope to see everyone there! We don't have a presenter, so I'll likely end up presenting a small part on one of the below topics and we could have a general Q&A for the senior members. I would love it someone would be willing to present (something), particularly regarding one of the below topics which were suggested by members - please email me! Even just talking about this without a powerpoint would be helpful.
1) Roth conversion when you are in your early sixties and also trying to keep your income low for the maximum subsidy via the A.C.A. and what a breakeven analysis would look like, lots of moving pieces to consider.
2) what schedule folks are following for rebalancing right now. What is in your ISP, and have you changed your schedule and why?
3) Bill Bernstein - Risk
4) reassessing asset allocation during bad bear markets

Meeting time: Tuesday April 21st at 8pm Eastern time

Email me at virtualbogleheads@gmail.com if you are interested and I'll send out another email blast with information on Sunday!
My profile: https://www.bogleheads.org/forum/memberlist.php?mode=viewprofile&u=86026 | Virtua lBogleheads® Blog: https://virtualbogleheads.wordpress.com/
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Miriam2
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Re: [Virtual online chapter - Master thread]

Post by Miriam2 »

lazylarry wrote: . . . would folks be interested in a regular meeting? . . .
How about:
7/14 @ 8pm
10/6 @ 8pm
12/15 @ 8pm
All eastern standard time
Hi lazylarry - is the July 14th meeting still on for this Tuesday?
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MissHavisham
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Re: [Virtual online chapter - Master thread]

Post by MissHavisham »

Hello! Is this online chapter actually a thing? I'd love to join, but I'm guessing I'm a about a week too late.
lazylarry
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Re: [Virtual online chapter - Master thread]

Post by lazylarry »

Wanted to let folks know of the next meeting for Tuesday August 18th 2020 at 8pm Eastern Time- sorry for the short notice but hopefully folks will be able to attend.
I'm very excited about the next topic as its an important one and hasn't been talked about much on the virtual meetings!
Arun has graciously volunteered to present on International investing, including:
- Why do it?
- Why do some people avoid it?
- How much allocation?
- Points to ponder


Please email me if you have any questions or would like to participate (virtualbogleheads@gmail.com)! Also, feel free to visit our blog (in my signature) which has resources and past presentations.
Thanks,
Manny (lazylarry)
My profile: https://www.bogleheads.org/forum/memberlist.php?mode=viewprofile&u=86026 | Virtua lBogleheads® Blog: https://virtualbogleheads.wordpress.com/
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Miriam2
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Re: [Virtual online chapter - Master thread]

Post by Miriam2 »

lazylarry wrote: Wanted to let folks know of the next meeting for Tuesday August 18th 2020 at 8pm Eastern Time- sorry for the short notice but hopefully folks will be able to attend.
Sounds like an interesting meeting, lazylarry, thanks for organizing!
thekro
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Re: [Virtual online chapter - Master thread]

Post by thekro »

Is there a zoom meeting id and pw to join the meeting tonight Aug 18 2020 at 8pm?
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HueyLD
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Re: [Virtual online chapter - Master thread]

Post by HueyLD »

Manny said up thread:

“ Please email me if you have any questions or would like to participate (virtualbogleheads@gmail.com)! Also, feel free to visit our blog (in my signature) which has resources and past presentations. ”
HoosierJim
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Re: [Virtual online chapter - Master thread]

Post by HoosierJim »

Would like to thank Arun for an informative presentation and Manny for setting up the meeting. Besides the in depth technical details, the most important take-away for me was the additional diversification available.
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Miriam2
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Re: [Virtual online chapter - Master thread]

Post by Miriam2 »

lazylarry wrote: Wanted to let folks know of the next meeting for Tuesday August 18th 2020 at 8pm Eastern Time- sorry for the short notice but hopefully folks will be able to attend.
I'm very excited about the next topic as its an important one and hasn't been talked about much on the virtual meetings!
Arun has graciously volunteered to present on International investing, . . .
Manny (lazylarry)
I enjoyed this virtual meeting very much and learned many things. Thank you Arun for putting together such a good presentation and answering our Qs, thank you Siamond for your interesting perspectives, and lazylarry, great job setting up and monitoring this meeting :D
a.koparkar
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Re: [Virtual online chapter - Master thread]

Post by a.koparkar »

Miriam2 wrote: Wed Aug 19, 2020 8:38 pm I enjoyed this virtual meeting very much and learned many things. Thank you Arun for putting together such a good presentation and answering our Qs, thank you Siamond for your interesting perspectives, and lazylarry, great job setting up and monitoring this meeting :D
[ quote fixed by admin LadyGeek]

Thank you, Miriam2! I also enjoyed the audience interactions!
My slides with reference web links will be available if anyone wants to go to the source articles and charts.
- Arun
lazylarry
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Re: [Virtual online chapter - Master thread]

Post by lazylarry »

Hi hope everyone is doing well and staying safe. Wanted to give an update about our next meeting (for the original Virtual chapter ;) ). Paul (from Vanguard and working in Investor Groups from Vanguard) will be presenting on Vanguard’s 2021 economic and market outlook. Should be very informative and interesting, and I'm looking forward to this presentation!

Meeting time: Wednesday Feb 24, 2021 08:00 PM Eastern Time

Let me know if you are interested and email me at virtualbogleheads@gmail.com if you are not on the listserve and would like to be added or join this meeting.
My profile: https://www.bogleheads.org/forum/memberlist.php?mode=viewprofile&u=86026 | Virtua lBogleheads® Blog: https://virtualbogleheads.wordpress.com/
lazylarry
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Re: [Virtual online chapter - Master thread]

Post by lazylarry »

Hi folks,

Hope everyone is doing well! Had a great meeting last time with Paul from Vanguard. I did want to let everyone know, with the advent of so many local chapters going virtual (with many excellent presentations), I was going to focus use of our group to let folks know about potential other meetings on a bimonthly basis. Once (hopefully soon) things are back to normal, we would resume virtual meetings.

In that vein, I wanted to let everyone know about a Life Stages (see more here:viewtopic.php?f=9&t=344607) meeting for individuals in the "Starting Out" phase. The "Starting Out" Life Stage mission: is to provide education and discussion on investing and personal finance topics geared towards novice investors of any age and young investors just getting started with their finances and careers.

The first speaker for the "Starting Out" phase is Mike Piper, the author of several personal finance books as well as the popular blog ObliviousInvestor.com. Will definitely be a great introductory presentation, so hopefully will see everyone there!

Meeting time: Tuesday Apr 6, 2021 8:00 PM Eastern Time (US and Canada)

If you are interested in joining the virtual bogleheads group and/or this meeting , please email me at virtualbogleheads@gmail.com

Thanks!
Manny
My profile: https://www.bogleheads.org/forum/memberlist.php?mode=viewprofile&u=86026 | Virtua lBogleheads® Blog: https://virtualbogleheads.wordpress.com/
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