Tampa Bay Local Bogleheads Chapter
- sleepysurf
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Re: Tampa Bay Local Bogleheads Chapter
Thanks to all who attended our Feb meeting, especially those coming from Orlando and Sarasota! We're still growing, with 19 attendees (if we count the cute 8 month old who brought her parents), and a nice blend of young and old.
We had two member presentations: one addressing Philosophy vs. Strategy (a la Rick Ferri) comparing the cap weighted 3 Fund Portfolio vs. a Sliced & Diced approach, and the other expanding upon the 3 Fund Portfolio and general BH principles. Following that, we had a terrific Q&A session on various topics (too numerous to list).
We decided to continue our quarterly meeting schedule, with next meeting in May, and we'll try to re-book the West Tampa Branch Library again, as it worked out very well. For those interested, you can sign up for our chapter email list/website at... https://groups.io/g/tampabaybogleheads.
We had two member presentations: one addressing Philosophy vs. Strategy (a la Rick Ferri) comparing the cap weighted 3 Fund Portfolio vs. a Sliced & Diced approach, and the other expanding upon the 3 Fund Portfolio and general BH principles. Following that, we had a terrific Q&A session on various topics (too numerous to list).
We decided to continue our quarterly meeting schedule, with next meeting in May, and we'll try to re-book the West Tampa Branch Library again, as it worked out very well. For those interested, you can sign up for our chapter email list/website at... https://groups.io/g/tampabaybogleheads.
Retired 2018 | currently ~64/33/3 (partially sliced and diced, with a slowly rising equity glide path)
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Re: Tampa Bay Local Bogleheads Chapter
I would love to join a local chapter as a very brand new bogelheads also happy to help assist.
- sleepysurf
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Re: Tampa Bay Local Bogleheads Chapter
Our next quarterly meeting will be a Zoom session, on Sat May 16th, from 2-4+ PM. The meeting link will distributed next week via our chapter email group. This time around, we'll just have an open Q&A session, addressing whatever topics come up. We hope everybody is doing well, and look forward to eventually resuming in-person meetings later this year.
Retired 2018 | currently ~64/33/3 (partially sliced and diced, with a slowly rising equity glide path)
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Re: Tampa Bay Local Bogleheads Chapter
I forgot my p/w for the group. I want to update my email since I retired in January I now use my gmail account. Unfortunately it's sending the reset code to my old work email I think. Is there another way to update the p/w and email?
- sleepysurf
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Re: Tampa Bay Local Bogleheads Chapter
I PM'd you.
Retired 2018 | currently ~64/33/3 (partially sliced and diced, with a slowly rising equity glide path)
- sleepysurf
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- Joined: Sat Nov 23, 2013 5:59 am
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Re: Tampa Bay Local Bogleheads Chapter
Thanks to all who participated in our May video meeting. At least with Zoom, the "snowbirds" could join us from afar! We had a nice wide-ranging discussion (too many topics to summarize here), but it sounded like everybody has been "staying the course!" Jack would be proud!
The consensus was to continue with quarterly meetings, so we'll aim for next one in early-mid August. Hopefully we'll be able to meet in-person by then, but we'll play it by ear.
In the meantime, wishing everybody the best!
The consensus was to continue with quarterly meetings, so we'll aim for next one in early-mid August. Hopefully we'll be able to meet in-person by then, but we'll play it by ear.
In the meantime, wishing everybody the best!
Retired 2018 | currently ~64/33/3 (partially sliced and diced, with a slowly rising equity glide path)
- sleepysurf
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- Location: Florida
Re: Tampa Bay Local Bogleheads Chapter
For those of you in the Tampa Bay area, our next chapter meeting will be another Zoom session, on Sat Aug 8, from 2 - 4 PM.
In addition to our usual open Q&A session, one of the organizers for the 2020 BH Conference will give us a brief update, and one of our members will give a brief presentation on asset allocation, and other investing perspectives.
Additional meeting details and Zoom link will be shared via our chapter email list/website... https://groups.io/g/tampabaybogleheads
Until then, stay safe!
In addition to our usual open Q&A session, one of the organizers for the 2020 BH Conference will give us a brief update, and one of our members will give a brief presentation on asset allocation, and other investing perspectives.
Additional meeting details and Zoom link will be shared via our chapter email list/website... https://groups.io/g/tampabaybogleheads
Until then, stay safe!
Retired 2018 | currently ~64/33/3 (partially sliced and diced, with a slowly rising equity glide path)
- sleepysurf
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- Location: Florida
Re: Tampa Bay Local Bogleheads Chapter
Just a reminder that our next meeting is Sat from 2-4 PM, and will be conducted virtually on Zoom. Full details posted at our Groups.io site.
Retired 2018 | currently ~64/33/3 (partially sliced and diced, with a slowly rising equity glide path)
- sleepysurf
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Re: Tampa Bay Local Bogleheads Chapter
Thanks to all who attended our Aug 8 virtual meeting. Gail Cox (from the John C. Bogle Foundation Board) gave us an update on the “virtual” Bogleheads Annual Meeting being planned for Oct. We also had Greg (Sacramento Chapter Coordinator) and Miriam (South Florida Chapter Coordinator) joining in to observe how we conduct our virtual meetings, and give feedback. New local member Paul (an industry professional) shared some economic forecasts and other investing perspectives. We discussed numerous other topics, too lengthy to list here.
Of note, the group decided to advance from quarterly, to every other month, meetings. Our next meeting will likely be in Oct, but we'll need to work around the BH Annual Meeting date (TBD). Also, since we're only meeting virtually for now, we agreed to look into alternative meeting days/times, to better accommodate everybody. We'll discuss various options via our email group/website.
Of note, the group decided to advance from quarterly, to every other month, meetings. Our next meeting will likely be in Oct, but we'll need to work around the BH Annual Meeting date (TBD). Also, since we're only meeting virtually for now, we agreed to look into alternative meeting days/times, to better accommodate everybody. We'll discuss various options via our email group/website.
Retired 2018 | currently ~64/33/3 (partially sliced and diced, with a slowly rising equity glide path)
Re: Tampa Bay Local Bogleheads Chapter
Just want to say how impressed we were, sleepysurf, with your very professional and warm zoom coordinator and moderator skills. You conducted a great meeting, covered many topics, very interesting, good flow and nice transitions, and your guest answered a wide range of questions. Thank you so muchsleepysurf wrote: ↑Sun Aug 09, 2020 3:59 pm Thanks to all who attended our Aug 8 virtual meeting. Gail Cox (from the John C. Bogle Foundation Board) gave us an update on the “virtual” Bogleheads Annual Meeting being planned for Oct. We also had Greg (Sacramento Chapter Coordinator) and Miriam (South Florida Chapter Coordinator) joining in to observe how we conduct our virtual meetings, and give feedback. New local member Paul (an industry professional) shared some economic forecasts and other investing perspectives. We discussed numerous other topics, too lengthy to list here.
Of note, the group decided to advance from quarterly, to every other month, meetings. Our next meeting will likely be in Oct, but we'll need to work around the BH Annual Meeting date (TBD). Also, since we're only meeting virtually for now, we agreed to look into alternative meeting days/times, to better accommodate everybody. We'll discuss various options via our email group/website.
- sleepysurf
- Posts: 886
- Joined: Sat Nov 23, 2013 5:59 am
- Location: Florida
Re: Tampa Bay Local Bogleheads Chapter
Our next Tampa Bay chapter meeting (on Zoom, again) will be Tue, Oct 20, from 7 - 9 PM.
In Aug we decided to proceed with meetings every other month, and try meeting on a weeknight (at least while we're only virtual).
As usual, we'll have casual open Q&A discussion on whatever topics come up. However, to start, we can discuss some of the topics covered in yesterdays ChooseFi webinar, that featured Rick Ferri, Larry Swedroe, and Paul Merriman. It was an excellent discussion with a very BH-ish perspective. For those interested, here are the links for the replay (ended up being 2 parts due to technical difficulties)...
First part (duration 1:11:00)... https://www.facebook.com/watch/live/?v= ... _permalink
Second part (duration 57:30)... https://www.facebook.com/watch/live/?v= ... _permalink
Additional meeting details and Zoom link will be shared via our chapter email list/website... https://groups.io/g/tampabaybogleheads
We'll also invite some of the local ChooseFI members to participate.
In Aug we decided to proceed with meetings every other month, and try meeting on a weeknight (at least while we're only virtual).
As usual, we'll have casual open Q&A discussion on whatever topics come up. However, to start, we can discuss some of the topics covered in yesterdays ChooseFi webinar, that featured Rick Ferri, Larry Swedroe, and Paul Merriman. It was an excellent discussion with a very BH-ish perspective. For those interested, here are the links for the replay (ended up being 2 parts due to technical difficulties)...
First part (duration 1:11:00)... https://www.facebook.com/watch/live/?v= ... _permalink
Second part (duration 57:30)... https://www.facebook.com/watch/live/?v= ... _permalink
Additional meeting details and Zoom link will be shared via our chapter email list/website... https://groups.io/g/tampabaybogleheads
We'll also invite some of the local ChooseFI members to participate.
Retired 2018 | currently ~64/33/3 (partially sliced and diced, with a slowly rising equity glide path)
- sleepysurf
- Posts: 886
- Joined: Sat Nov 23, 2013 5:59 am
- Location: Florida
Re: Tampa Bay Local Bogleheads Chapter
Just a final reminder about our chapter Zoom meeting tonight, from 7 - 9 PM. We'll have open Q&A discussion on various topics. Meeting details and link have been posted at our email group/website.
Retired 2018 | currently ~64/33/3 (partially sliced and diced, with a slowly rising equity glide path)
Re: Tampa Bay Local Bogleheads Chapter
Guessing many of you bailed at 8:10 when the World Series started. Sorry about your Ray's last night, but still hope they can prevail.
- sleepysurf
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Re: Tampa Bay Local Bogleheads Chapter
Thanks to all who participated in our Oct meeting, with special thanks to Miriam2 for getting the South Florida Chapter involved (and stepping up to help "herd cats" during the Zoom session). It was a special treat to have Taylor Larimore and everybody else share their perspectives. We'll likely schedule our next meeting mid-Dec, before the holidays. Until then, wishing everybody the best!
Retired 2018 | currently ~64/33/3 (partially sliced and diced, with a slowly rising equity glide path)
Re: Tampa Bay Local Bogleheads Chapter
Thank you sleepysurf for inviting the South Florida chapter to participate and for hosting such a nice meeting Your zoom skills are awesome and I enjoyed your herding cats description! I noticed we had 36 participants (36 participant zoom windows), but some zoom windows had more than one person attending. It was a very spirited and interesting personal finance meeting that was even more special with Taylor's participationsleepysurf wrote: ↑Thanks to all who participated in our Oct meeting, with special thanks to Miriam2 for getting the South Florida Chapter involved (and stepping up to help "herd cats" during the Zoom session). It was a special treat to have Taylor Larimore and everybody else share their perspectives. We'll likely schedule our next meeting mid-Dec, before the holidays. Until then, wishing everybody the best!
- sleepysurf
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Re: Tampa Bay Local Bogleheads Chapter
Our next Tampa Bay chapter meeting (Zoom, again) will be Tue, Dec 15, from 7 - 9 PM. We'll again partner with the South Florida Chapter, for shared perspectives. We can start by sharing tips for year-end portfolio reviews, tax planning, etc, then follow with open Q&A discussion. We can also follow up on topics covered from the upcoming Bogleheads Speaker Series.
Additional meeting details will be shared via our chapter email list/website... https://groups.io/g/tampabaybogleheads
Looking forward to another lively discussion!
Additional meeting details will be shared via our chapter email list/website... https://groups.io/g/tampabaybogleheads
Looking forward to another lively discussion!
Retired 2018 | currently ~64/33/3 (partially sliced and diced, with a slowly rising equity glide path)
- sleepysurf
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Re: Tampa Bay Local Bogleheads Chapter
Just a reminder about tonight's virtual meeting. More details and Zoom link posted at our Groups.io email list/website.
Retired 2018 | currently ~64/33/3 (partially sliced and diced, with a slowly rising equity glide path)
- sleepysurf
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Re: Tampa Bay Local Bogleheads Chapter
Continuing with our "every-other-month" schedule, our next (Zoom) meeting will be Tue, Feb 23, from 7-9 PM. We'll again invite the South FL, and a few other chapters, to join us.
We'll have open Q&A, following up on topics covered during the Feb 13 "Boglehead Speaker Series Panel Discussion," and anything else of interest. You can register for the Panel Discussion here... https://web.cvent.com/event/41d3cc1f-26 ... 0b/summary
If you are unable to watch the live session, the video recording should (hopefully) be available prior to our meeting, and posted here... https://boglecenter.net/portfolio/2021- ... es-videos/
We'll also spend a few mins at the start of our meeting, sharing Zoom tips, and helping one another learn to better use the app.
Additional meeting details and Zoom link will be shared via our chapter email list/website... https://groups.io/g/tampabaybogleheads
We'll have open Q&A, following up on topics covered during the Feb 13 "Boglehead Speaker Series Panel Discussion," and anything else of interest. You can register for the Panel Discussion here... https://web.cvent.com/event/41d3cc1f-26 ... 0b/summary
If you are unable to watch the live session, the video recording should (hopefully) be available prior to our meeting, and posted here... https://boglecenter.net/portfolio/2021- ... es-videos/
We'll also spend a few mins at the start of our meeting, sharing Zoom tips, and helping one another learn to better use the app.
Additional meeting details and Zoom link will be shared via our chapter email list/website... https://groups.io/g/tampabaybogleheads
Retired 2018 | currently ~64/33/3 (partially sliced and diced, with a slowly rising equity glide path)
- sleepysurf
- Posts: 886
- Joined: Sat Nov 23, 2013 5:59 am
- Location: Florida
Re: Tampa Bay Local Bogleheads Chapter
Just a final reminder about our upcoming virtual (Zoom) meeting, Tue evening at 7 PM *EST*. We'll have open Q&A, following up on topics covered during the Feb 13 "Boglehead Speaker Series- Experts Panel," and anything else of interest. For those who were unable to watch the live Experts Panel (or want to watch again) the recording is now available here ... https://vimeo.com/514484820
As before, members from the South Florida Chapter, and many others, will be joining us. The Zoom link has been posted at our email list/website... https://groups.io/g/tampabaybogleheads
If you are geographically remote, but wish to join this virtual meeting, just PM me, and I'll forward the link.
As before, members from the South Florida Chapter, and many others, will be joining us. The Zoom link has been posted at our email list/website... https://groups.io/g/tampabaybogleheads
If you are geographically remote, but wish to join this virtual meeting, just PM me, and I'll forward the link.
Retired 2018 | currently ~64/33/3 (partially sliced and diced, with a slowly rising equity glide path)
- sleepysurf
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Re: Tampa Bay Local Bogleheads Chapter
FYI, our next (Zoom) meeting will be Tue, April 27, 7 – 9 PM **EST**, partnering with the South Florida and other Chapters.
We'll have Mark Zoril (PlanVision founder) and colleague Jason Lynch, presenting the following topics, followed by some Q&A...
The Zoom link will be posted (soon) at our email list/website... https://groups.io/g/tampabaybogleheads, and also shared with other local chapters.
If you don't belong to a local BH Chapter, but would like to attend, you can request the Zoom link by emailing... tampabaybogleheads+owner@groups.io
We'll have Mark Zoril (PlanVision founder) and colleague Jason Lynch, presenting the following topics, followed by some Q&A...
- Considerations in structuring your investments before and after retirement
- How technology will help people take more control over their finances
The Zoom link will be posted (soon) at our email list/website... https://groups.io/g/tampabaybogleheads, and also shared with other local chapters.
If you don't belong to a local BH Chapter, but would like to attend, you can request the Zoom link by emailing... tampabaybogleheads+owner@groups.io
Retired 2018 | currently ~64/33/3 (partially sliced and diced, with a slowly rising equity glide path)
- sleepysurf
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Re: Tampa Bay Local Bogleheads Chapter
Note, in order to better accommodate those from the Mountain and Pacific Time Zones, we've changed the April 27th meeting to 8 PM - 10 PM *EST*.
Retired 2018 | currently ~64/33/3 (partially sliced and diced, with a slowly rising equity glide path)
Re: Tampa Bay Local Bogleheads Chapter
Do you mean EST or EDT?sleepysurf wrote: ↑Wed Mar 10, 2021 11:37 am Note, in order to better accommodate those from the Mountain and Pacific Time Zones, we've changed the April 27th meeting to 8 PM - 10 PM *EST*.
- sleepysurf
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Re: Tampa Bay Local Bogleheads Chapter
U.S. Eastern Standard Time.
FYI, for those affected, Daylight Savings Time begins Sunday, Mar 14, at 2 AM (clocks "spring forward" one hour).
Retired 2018 | currently ~64/33/3 (partially sliced and diced, with a slowly rising equity glide path)
- sleepysurf
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Re: Tampa Bay Local Bogleheads Chapter
Update re the April 27th Tampa/South FL chapters joint meeting with Mark Zoril. The local Chapter Coordinators have decided to start including Zoom links in the Bogleheads Calendar of Events... https://www.bogleheads.org/blog/calendar-of-events/
We'll have a number of Moderators to ensure things run smoothly.
This meeting isn't intended to be an "infomercial", but rather an opportunity to hear their investing philosophy and perspectives on topics of general interest to the BH community. If there's sufficient interest, we'll schedule a follow-up meeting with them for a "deeper dive" into their PlanVision service (and the eMoney platform).
We'll have a number of Moderators to ensure things run smoothly.
This meeting isn't intended to be an "infomercial", but rather an opportunity to hear their investing philosophy and perspectives on topics of general interest to the BH community. If there's sufficient interest, we'll schedule a follow-up meeting with them for a "deeper dive" into their PlanVision service (and the eMoney platform).
Retired 2018 | currently ~64/33/3 (partially sliced and diced, with a slowly rising equity glide path)
- sleepysurf
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Re: Tampa Bay Local Bogleheads Chapter
Just a final reminder about tonight's Zoom meeting (8 PM *EASTERN*) with Mark Zoril and Jason Lynch (from PlanVision). See Calendar of Events (link in above post) for full details and Zoom link).
Retired 2018 | currently ~64/33/3 (partially sliced and diced, with a slowly rising equity glide path)
- sleepysurf
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Re: Tampa Bay Local Bogleheads Chapter
Our Zoom meeting with Mark and Jason was terrific. They offered astute perspectives on a variety of topics, and graciously answered many questions. Thanks again to Miriam2, HoosierJim, and Keith, who helped as Moderators, and all the participants for their attention and great questions.
Our exit poll showed the overwhelming majority wanted a follow-up full demo of the Planvision service, and eMoney platform. We're hoping to schedule that in a month or two.
We ended up recording most of the meeting, and HoosierJim (from the Chicago Virtual BH Chapter) is editing it, along with some other meetings. We'll post the link once available.
Our exit poll showed the overwhelming majority wanted a follow-up full demo of the Planvision service, and eMoney platform. We're hoping to schedule that in a month or two.
We ended up recording most of the meeting, and HoosierJim (from the Chicago Virtual BH Chapter) is editing it, along with some other meetings. We'll post the link once available.
Retired 2018 | currently ~64/33/3 (partially sliced and diced, with a slowly rising equity glide path)
- sleepysurf
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- Location: Florida
Re: Tampa Bay Local Bogleheads Chapter
Here's the YouTube recording from our April 27th presentation by Mark Zoril and Jason Lynch... https://youtu.be/FSkDX9_x5C0
A big thanks to HoosierJim for editing, and also hosting it (for the time being) on his Chicago Virtual Chapter YouTube account.
Of note, we'll be partnering with the South FL Chapter again for a follow-up meeting Tue, June 22, 8 PM (EDT) where Mark Zoril and Jason Lynch will be demo'ing their Planvision service and eMoney platform. Save the date, and stay tuned for more details shortly.
A big thanks to HoosierJim for editing, and also hosting it (for the time being) on his Chicago Virtual Chapter YouTube account.
Of note, we'll be partnering with the South FL Chapter again for a follow-up meeting Tue, June 22, 8 PM (EDT) where Mark Zoril and Jason Lynch will be demo'ing their Planvision service and eMoney platform. Save the date, and stay tuned for more details shortly.
Retired 2018 | currently ~64/33/3 (partially sliced and diced, with a slowly rising equity glide path)
- sleepysurf
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- Joined: Sat Nov 23, 2013 5:59 am
- Location: Florida
Re: Tampa Bay Local Bogleheads Chapter
For the time being, we'll continue our "every other month" meeting schedule virtually on Zoom. Once we can safely resume in-person meetings, we'll alternate between the two. If you reside in the Tampa Bay area, and wish to join our Chapter, you can do so here... https://groups.io/g/tampabaybogleheads.
Our next meeting (jointly hosted with South FL, but open to all BH's) will be Tue, June 22nd, starting 8 PM *EDT* with guests Mark Zoril and Jason Lynch, to demo their Planvision service. For those who missed our April meeting with them, or wish to watch it again, the (edited) recording is now available here... https://www.bogleheads.org/blog/2021/04 ... son-lynch/
You can (anonymously) RSVP for the June meeting here...
https://docs.google.com/forms/d/e/1FAIp ... sp=sf_link
The Zoom link will be posted in the BH Calendar of Events at least one week prior to the meeting, and also emailed to our local members. We are planning to record their presentation.
Disclaimer: I recently signed up for the Planvision service, mainly for a 2nd opinion on my BH portfolio and Roth Conversion strategy. I have no other financial relationship with them, but thought their investing philosophy and low-cost advice model would be of interest to many Bogleheads.
For background, here are Bios for Mark and Jason, and you can read more about Planvision here... https://planvisionmn.com/
Our next meeting (jointly hosted with South FL, but open to all BH's) will be Tue, June 22nd, starting 8 PM *EDT* with guests Mark Zoril and Jason Lynch, to demo their Planvision service. For those who missed our April meeting with them, or wish to watch it again, the (edited) recording is now available here... https://www.bogleheads.org/blog/2021/04 ... son-lynch/
You can (anonymously) RSVP for the June meeting here...
https://docs.google.com/forms/d/e/1FAIp ... sp=sf_link
The Zoom link will be posted in the BH Calendar of Events at least one week prior to the meeting, and also emailed to our local members. We are planning to record their presentation.
Disclaimer: I recently signed up for the Planvision service, mainly for a 2nd opinion on my BH portfolio and Roth Conversion strategy. I have no other financial relationship with them, but thought their investing philosophy and low-cost advice model would be of interest to many Bogleheads.
For background, here are Bios for Mark and Jason, and you can read more about Planvision here... https://planvisionmn.com/
Mark Zoril
As the founder of PlanVision, Mark has 27 years of direct client work experience in the financial services industry. He started his career helping smaller companies establish employer based retirement plans. However, his efforts over the years evolved to primarily helping individuals plan and prepare for their financial futures.
Jason Lynch
Jason joined PlanVision in February 2020 after spending the last 18 years in private accounting as a controller, business manager, and consultant. He also spent 12 years in public accounting concentrating in tax with high net worth clients and their businesses. He’s been indexing since the mid-90’s and is a true Boglehead having attended the national conference in 2016 and is a regular presenter in his local Bogleheads chapter. Jason became a PlanVision client after hearing Mark’s Doughroller interview and is thrilled to have a platform to help clients and share his knowledge.
Retired 2018 | currently ~64/33/3 (partially sliced and diced, with a slowly rising equity glide path)
- sleepysurf
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Re: Tampa Bay Local Bogleheads Chapter
Just bumping this as a final reminder about tomorrow's Zoom meeting. If you plan on attending, kindly RSVP here, so we have a rough idea of the head count. As long as we're still having virtual meetings, our geographically remote "snowbirds" and any other interested Bogleheads from afar are welcome to participate.
Retired 2018 | currently ~64/33/3 (partially sliced and diced, with a slowly rising equity glide path)
Re: Tampa Bay Local Bogleheads Chapter
^^^ The Zoom meeting is now on the blog: Virtual online chapter presentations
- sleepysurf
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Re: Tampa Bay Local Bogleheads Chapter
Thank you LadyGeek for posting all the recordings, and HoosierJim (Chicago Virtual Chapter) for editing them. We had over 90 attendees for the June 22nd virtual presentation!
Our next Tampa Bay meeting is tentatively slated for mid-August. We're hoping to be able to resume in-person meetings at that time, and will likely alternate with virtual meetings thereafter.
We invite all local Tampa Bay area Bogleheads to sign up for our chapter email list/website at... https://groups.io/g/tampabaybogleheads.
As we're growing, we could really use a second volunteer Co-Coordinator, to help with programming and further chapter development. If interested, please PM me!
Our next Tampa Bay meeting is tentatively slated for mid-August. We're hoping to be able to resume in-person meetings at that time, and will likely alternate with virtual meetings thereafter.
We invite all local Tampa Bay area Bogleheads to sign up for our chapter email list/website at... https://groups.io/g/tampabaybogleheads.
As we're growing, we could really use a second volunteer Co-Coordinator, to help with programming and further chapter development. If interested, please PM me!
Retired 2018 | currently ~64/33/3 (partially sliced and diced, with a slowly rising equity glide path)
- sleepysurf
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- Location: Florida
Re: Tampa Bay Local Bogleheads Chapter
Our next meeting will be in-person, on Sat, Aug 14, from 3-5 PM, at the West Tampa Branch Library (centrally located off I-275 and I-4). The meeting room is fairly large, so we can spread out a bit. Masks optional.
We'll have open Q&A, discussing whatever topics are on your mind. Volunteers are welcome to give short presentations. The room has A/V capability, if needed.
We invite all Tampa Bay Bogleheads within driving distance to join us. You can sign up for our chapter email list/website at... https://groups.io/g/tampabaybogleheads, where you can also RSVP, suggest discussion topics, etc.
Looking forward to seeing our "regulars" and "newbies" in-person, vs. inside Zoom boxes!
We'll have open Q&A, discussing whatever topics are on your mind. Volunteers are welcome to give short presentations. The room has A/V capability, if needed.
We invite all Tampa Bay Bogleheads within driving distance to join us. You can sign up for our chapter email list/website at... https://groups.io/g/tampabaybogleheads, where you can also RSVP, suggest discussion topics, etc.
Looking forward to seeing our "regulars" and "newbies" in-person, vs. inside Zoom boxes!
Retired 2018 | currently ~64/33/3 (partially sliced and diced, with a slowly rising equity glide path)
- sleepysurf
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- Location: Florida
Re: Tampa Bay Local Bogleheads Chapter
Unfortunately, given the local rise of the Delta variant, we've had to change our meeting next Sat to Zoom. Since the agenda was just a casual Q&A session, we'll proceed with such virtually, discussing whatever is on participants minds. At least this will allow other geographically remote Bogleheads to participate, if interested.
The meeting will be Sat Aug 14, from 3-5 PM *EASTERN*, and will NOT be recorded. The Zoom link will be posted in the BH Calendar of Events.
Thanks for your understanding! Hopefully we can comfortably meet in-person for our Oct meeting.
The meeting will be Sat Aug 14, from 3-5 PM *EASTERN*, and will NOT be recorded. The Zoom link will be posted in the BH Calendar of Events.
Thanks for your understanding! Hopefully we can comfortably meet in-person for our Oct meeting.
Retired 2018 | currently ~64/33/3 (partially sliced and diced, with a slowly rising equity glide path)
- sleepysurf
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- Joined: Sat Nov 23, 2013 5:59 am
- Location: Florida
Re: Tampa Bay Local Bogleheads Chapter
Just a final reminder about our Zoom meeting this afternoon at 3 PM *Eastern*. Since it's virtual, members outside the Tampa Bay region are welcome to participate. This will just be a casual Q&A session, so you can ask anything, and benefit from the collective wisdom of the group! The Zoom link has been posted in the BH Calendar of Events.
Retired 2018 | currently ~64/33/3 (partially sliced and diced, with a slowly rising equity glide path)
- sleepysurf
- Posts: 886
- Joined: Sat Nov 23, 2013 5:59 am
- Location: Florida
Re: Tampa Bay Local Bogleheads Chapter
Apologies for the short notice. Our next chapter meeting will be on Zoom again, next Tue, Oct 26, from 8-10 PM (Eastern). It will not be recorded. The Zoom link has been posted in the BH Calendar of Events, and also via our chapter email group... https://groups.io/g/tampabaybogleheads
We'll just have casual open Q&A, perhaps informally discussing year-end tax planning considerations, and whatever else is on your minds. Since it's virtual, snowbirds on the move, and other remote BH's, are welcome to join in.
Hopefully we'll be able to hold an in-person meeting next time (possibly mid-Dec). If you reside in the local Tampa Bay area (or are a seasonal snowbird), you can sign up for our chapter email group at the link above.
Looking forward to seeing our "regulars" and any "newbies" next Tue!
We'll just have casual open Q&A, perhaps informally discussing year-end tax planning considerations, and whatever else is on your minds. Since it's virtual, snowbirds on the move, and other remote BH's, are welcome to join in.
Hopefully we'll be able to hold an in-person meeting next time (possibly mid-Dec). If you reside in the local Tampa Bay area (or are a seasonal snowbird), you can sign up for our chapter email group at the link above.
Looking forward to seeing our "regulars" and any "newbies" next Tue!
Retired 2018 | currently ~64/33/3 (partially sliced and diced, with a slowly rising equity glide path)
- sleepysurf
- Posts: 886
- Joined: Sat Nov 23, 2013 5:59 am
- Location: Florida
Re: Tampa Bay Local Bogleheads Chapter
Just a final reminder about our next chapter meeting, on Zoom tomorrow, Tue 10/26, from 8-10 PM. See post above for additional details.
Retired 2018 | currently ~64/33/3 (partially sliced and diced, with a slowly rising equity glide path)
- sleepysurf
- Posts: 886
- Joined: Sat Nov 23, 2013 5:59 am
- Location: Florida
Re: Tampa Bay Local Bogleheads Chapter
Our next chapter meeting will again be on Zoom, Tue Jan 4, from 8-10 PM Eastern.
We'll have open Q&A discussing whatever topics are on participants minds. Being a virtual meeting again, Bogleheads from other geographic regions are welcome to participate. The meeting will not be recorded.
The Zoom link has been posted in the BH Calendar of Events and also shared with our email group. If you reside in the local Tampa Bay area (or are a seasonal snowbird), you can sign up for our chapter email list/website at... https://groups.io/g/tampabaybogleheads
Until then, wishing everybody a happy and safe New Year!
We'll have open Q&A discussing whatever topics are on participants minds. Being a virtual meeting again, Bogleheads from other geographic regions are welcome to participate. The meeting will not be recorded.
The Zoom link has been posted in the BH Calendar of Events and also shared with our email group. If you reside in the local Tampa Bay area (or are a seasonal snowbird), you can sign up for our chapter email list/website at... https://groups.io/g/tampabaybogleheads
Until then, wishing everybody a happy and safe New Year!
Retired 2018 | currently ~64/33/3 (partially sliced and diced, with a slowly rising equity glide path)
- sleepysurf
- Posts: 886
- Joined: Sat Nov 23, 2013 5:59 am
- Location: Florida
Re: Tampa Bay Local Bogleheads Chapter
Just a quickie reminder about tomorrow's Zoom meeting starting 8 PM Eastern. We can discuss inflation, current stock market valuations, low bond yields, etc. or whatever else is on participants minds. See Zoom link in the BH Calendar of Events. The meeting will NOT be recorded.
Retired 2018 | currently ~64/33/3 (partially sliced and diced, with a slowly rising equity glide path)
Re: Tampa Bay Local Bogleheads Chapter
Hello Tampa Bay Bogleheads and Happy New Year!
Our next South Florida Bogleheads chapter zoom meeting is Wed. Jan. 26, 2022, from 8:00 pm-10:00 pm ET
We are celebrating Taylor Larimore's 98th Birthday Taylor turns 98 years young on Jan. 25, 2022!
Please join us, along with Bogleheads from around the country and Canada, in wishing him a happy birthday and honoring his many accomplishments. Taylor was the inspiration creating the Bogleheads in 1998, then called the Vanguard Diehards on Morningstar, as a personal finance forum discussing the investing philosophy of Jack Bogle, and in 2007, the Bogleheads.org site was created. All along, Taylor has set the tone of decent and intelligent discussion and personal help. Jack Bogle called Taylor, "The King of the Bogleheads."
RSVP for the meeting and submit questions for Taylor HERE. All responses are anonymous, reservations are helpful but not required to attend.
The zoom link is here and is also posted on the Bogleheads Calendar of Events.
Questions? Please email SFLBogleheads@gmail.com or PM me.
Looking forward to seeing everyone and enjoying this very special meeting
Taylor & his wife Pat with Jack Bogle (Vanguard Diehards Conference IV, Denver, 2004)
Taylor & his son, Michael, sailing the Miami to Key Largo race
Taylor receiving the French Medal of Honor for his WWII service
Taylor Larimore
Our next South Florida Bogleheads chapter zoom meeting is Wed. Jan. 26, 2022, from 8:00 pm-10:00 pm ET
We are celebrating Taylor Larimore's 98th Birthday Taylor turns 98 years young on Jan. 25, 2022!
Please join us, along with Bogleheads from around the country and Canada, in wishing him a happy birthday and honoring his many accomplishments. Taylor was the inspiration creating the Bogleheads in 1998, then called the Vanguard Diehards on Morningstar, as a personal finance forum discussing the investing philosophy of Jack Bogle, and in 2007, the Bogleheads.org site was created. All along, Taylor has set the tone of decent and intelligent discussion and personal help. Jack Bogle called Taylor, "The King of the Bogleheads."
RSVP for the meeting and submit questions for Taylor HERE. All responses are anonymous, reservations are helpful but not required to attend.
The zoom link is here and is also posted on the Bogleheads Calendar of Events.
Questions? Please email SFLBogleheads@gmail.com or PM me.
Looking forward to seeing everyone and enjoying this very special meeting
Taylor & his wife Pat with Jack Bogle (Vanguard Diehards Conference IV, Denver, 2004)
Taylor & his son, Michael, sailing the Miami to Key Largo race
Taylor receiving the French Medal of Honor for his WWII service
Taylor Larimore
Last edited by Miriam2 on Sun Jan 23, 2022 9:54 pm, edited 1 time in total.
- sleepysurf
- Posts: 886
- Joined: Sat Nov 23, 2013 5:59 am
- Location: Florida
Re: Tampa Bay Local Bogleheads Chapter
Here's another reminder to join us Wed evening, 8 PM *Eastern* on Zoom, to celebrate Taylor's 98th birthday. Links and info above. The meeting is NOT being recorded, so you can even attend in your PJ's!
Retired 2018 | currently ~64/33/3 (partially sliced and diced, with a slowly rising equity glide path)
-
- Posts: 1
- Joined: Thu Jan 27, 2022 4:50 pm
Re: Tampa Bay Local Bogleheads Chapter
Happy Birthday to the man, the “King”, the Legend, Mr. Taylor Larimore! Just getting connected with the forum now after reading The Bogleheads’ Guide to Investing. Wish I saw this just a few days prior; are there any other local/zoom events coming up in the Tampa/Sarasota area? Cheers to all!
- sleepysurf
- Posts: 886
- Joined: Sat Nov 23, 2013 5:59 am
- Location: Florida
Re: Tampa Bay Local Bogleheads Chapter
Our local Tampa Bay Chapter is active, with Zoom meetings during the pandemic. We've reverted back to a quarterly schedule, so our next meeting will be early April, possibly in-person, depending on Covid situation.
For those in the local Tampa Bay area, you can sign up for our chapter email group here… https://groups.io/g/tampabaybogleheads
For those in the local Tampa Bay area, you can sign up for our chapter email group here… https://groups.io/g/tampabaybogleheads
Retired 2018 | currently ~64/33/3 (partially sliced and diced, with a slowly rising equity glide path)
- sleepysurf
- Posts: 886
- Joined: Sat Nov 23, 2013 5:59 am
- Location: Florida
Re: Tampa Bay Local Bogleheads Chapter
Our Tampa Bay Chapter will hold it's next quarterly meeting, in-person, on Sat, April 9th, from 3-5 PM, at the West Tampa Branch Library (masks recommended, but optional). The meeting room is fairly large, so we'll have the option to spread out. The location is centrally located near I-275 and I-4, for those commuting from adjacent counties.
It will be a casual Q&A session discussing whatever is on participants minds. If feasible, we'll try to offer a simultaneous Zoom session for those more geographically remote (but can't promise that yet).
We invite Bogleheads of all ages, and life stages, from Tampa Bay and surrounding areas to join us. You can sign up for our chapter email list/website at... https://groups.io/g/tampabaybogleheads, where you can also RSVP, suggest discussion topics, etc.
Looking forward to seeing our "regulars" and "newbies" in-person once again!
Stay tuned for more updates.
It will be a casual Q&A session discussing whatever is on participants minds. If feasible, we'll try to offer a simultaneous Zoom session for those more geographically remote (but can't promise that yet).
We invite Bogleheads of all ages, and life stages, from Tampa Bay and surrounding areas to join us. You can sign up for our chapter email list/website at... https://groups.io/g/tampabaybogleheads, where you can also RSVP, suggest discussion topics, etc.
Looking forward to seeing our "regulars" and "newbies" in-person once again!
Stay tuned for more updates.
Retired 2018 | currently ~64/33/3 (partially sliced and diced, with a slowly rising equity glide path)
- sleepysurf
- Posts: 886
- Joined: Sat Nov 23, 2013 5:59 am
- Location: Florida
Re: Tampa Bay Local Bogleheads Chapter
Reminder and update, for our upcoming chapter meeting on Sat, April 9, from 3-5+ PM, in the Tony Garcia Community Room at the West Tampa Branch Library. It will be an open Q&A discussion, primarily in-person, but we'll also experiment with a simultaneous Zoom session for a handful of remote participants. The Zoom link has been sent to chapter members, and has also been posted in the BH Calendar of Events.
We invite Bogleheads of all ages, and life stages, from the Tampa Bay region to join us. You can sign up for our chapter email list/website at... https://groups.io/g/tampabaybogleheads, where you can also RSVP, suggest discussion topics, etc.
Looking forward to seeing our "regulars" and "newbies" in-person once again!
We invite Bogleheads of all ages, and life stages, from the Tampa Bay region to join us. You can sign up for our chapter email list/website at... https://groups.io/g/tampabaybogleheads, where you can also RSVP, suggest discussion topics, etc.
Looking forward to seeing our "regulars" and "newbies" in-person once again!
Retired 2018 | currently ~64/33/3 (partially sliced and diced, with a slowly rising equity glide path)
- sleepysurf
- Posts: 886
- Joined: Sat Nov 23, 2013 5:59 am
- Location: Florida
Re: Tampa Bay Local Bogleheads Chapter
Final reminder about our local chapter meeting tomorrow. Details in above posts.
Looking forward to seeing our "regulars" and "newbies" in-person once again!
Looking forward to seeing our "regulars" and "newbies" in-person once again!
Retired 2018 | currently ~64/33/3 (partially sliced and diced, with a slowly rising equity glide path)
- sleepysurf
- Posts: 886
- Joined: Sat Nov 23, 2013 5:59 am
- Location: Florida
Re: Tampa Bay Local Bogleheads Chapter
Thanks to all who attended our in-person (plus Zoom) meeting Saturday. The "hybrid" format worked fairly well. We had a great discussion covering a variety of topics (too many to list here). Afterwards, some of us grabbed drinks and munchies at a nearby eatery.
For now, we'll continue our quarterly meeting schedule, with next meeting in July, hopefully in-person, possibly with the hybrid format again.
In the meantime, local Tampa Bay area Bogleheads are invited to join our email group, for meeting updates, and programming suggestions... https://groups.io/g/tampabaybogleheads
For now, we'll continue our quarterly meeting schedule, with next meeting in July, hopefully in-person, possibly with the hybrid format again.
In the meantime, local Tampa Bay area Bogleheads are invited to join our email group, for meeting updates, and programming suggestions... https://groups.io/g/tampabaybogleheads
Retired 2018 | currently ~64/33/3 (partially sliced and diced, with a slowly rising equity glide path)
Re: Tampa Bay Local Bogleheads Chapter
The chat from last night's meeting has been posted in the blog. See: Virtual online chapter presentations (4/12/2022)
All personally identifiable information has been removed.
All personally identifiable information has been removed.
- sleepysurf
- Posts: 886
- Joined: Sat Nov 23, 2013 5:59 am
- Location: Florida
Re: Tampa Bay Local Bogleheads Chapter
Our next (quarterly) meeting will be Sat July 9, at the West Tampa Branch Library, from 10:30 AM - 12:30 PM. Masks optional. It will be an open Q&A discussion covering whatever topics are on participants minds. Afterwards, for those interested, we can meet for lunch at a nearby eatery.
We'll again use a "hybrid" meeting format, mainly in-person, but also on Zoom (for a limited number of remote participants). The meeting will NOT be recorded.
As usual, we invite Bogleheads of all ages, and life stages, from the Tampa Bay region to join us. You can sign up for our chapter email list/website at... https://groups.io/g/tampabaybogleheads, where you can also RSVP, suggest discussion topics, etc.
We'll again use a "hybrid" meeting format, mainly in-person, but also on Zoom (for a limited number of remote participants). The meeting will NOT be recorded.
As usual, we invite Bogleheads of all ages, and life stages, from the Tampa Bay region to join us. You can sign up for our chapter email list/website at... https://groups.io/g/tampabaybogleheads, where you can also RSVP, suggest discussion topics, etc.
Retired 2018 | currently ~64/33/3 (partially sliced and diced, with a slowly rising equity glide path)
- sleepysurf
- Posts: 886
- Joined: Sat Nov 23, 2013 5:59 am
- Location: Florida
Re: Tampa Bay Local Bogleheads Chapter
Just a quickie reminder about our upcoming chapter meeting on Sat, from 10:30 AM - 12:30 PM, at the West Tampa Branch Library. The Tony Garcia Community Room is fairly large, so we can spread out a bit. Masks recommended, but optional. We'll have open Q&A covering whatever is on participants minds.
Local Tampa Bay area Bogleheads can sign up for our chapter email list/website at... https://groups.io/g/tampabaybogleheads, where you can also RSVP for the meeting.
Although this meeting is primarily in-person, we'll also utilize Zoom (for a limited number of remote participants). The meeting will NOT be recorded. The Zoom link has been posted in the BH Calendar of Events.
Looking forward to a lively discussion!
Local Tampa Bay area Bogleheads can sign up for our chapter email list/website at... https://groups.io/g/tampabaybogleheads, where you can also RSVP for the meeting.
Although this meeting is primarily in-person, we'll also utilize Zoom (for a limited number of remote participants). The meeting will NOT be recorded. The Zoom link has been posted in the BH Calendar of Events.
Looking forward to a lively discussion!
Retired 2018 | currently ~64/33/3 (partially sliced and diced, with a slowly rising equity glide path)
- sleepysurf
- Posts: 886
- Joined: Sat Nov 23, 2013 5:59 am
- Location: Florida
Re: Tampa Bay Local Bogleheads Chapter
FYI, our next (quarterly) meeting will be Sat, Oct 8, from 10:30 AM to 12:30 PM at the West Tampa Branch Library. This will be an in-person meeting (masks optional), but we'll consider offering hybrid Zoom meetings again in the summer to accommodate "snowbirds."
As before, we'll have open Q&A discussion covering whatever topics are on participants minds. Afterwards, for those interested, we can meet for lunch at a nearby eatery.
As usual, we invite Bogleheads of all ages, and life stages, from the Tampa Bay region to join us. You can sign up for our chapter email list/website at... https://groups.io/g/tampabaybogleheads.
As before, we'll have open Q&A discussion covering whatever topics are on participants minds. Afterwards, for those interested, we can meet for lunch at a nearby eatery.
As usual, we invite Bogleheads of all ages, and life stages, from the Tampa Bay region to join us. You can sign up for our chapter email list/website at... https://groups.io/g/tampabaybogleheads.
Retired 2018 | currently ~64/33/3 (partially sliced and diced, with a slowly rising equity glide path)