Virtual Bogleheads Meeting #12

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.

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Virtual Bogleheads Meeting #11

Topic: “Can I retire? A simple evaluation with “Stages of Retirement” breakout.”
Happened: Tuesday 2/25 at 8pm EST
Presenter: David Jay

Agenda Notes: Feel free to donate!

Presentation Notes:

Good presentation and long and interesting Q&A with David Jay afterwards.
Presentation Link

 

Meeting Summary
Duration: ~1.5 hrs
Present: many members
Total Members: ~100 members

Funds
Account: $55 balance
Expenses: $150 used for Zoom membership (5/2018)

Virtual Bogleheads Meeting #9

Topic: Asset Allocation
Happened: Tuesday 8/7 at 8pm EST
Presenter: FiveK

Agenda Notes: Nada.

Presentation Notes:
Good presentation and stimulating Q&A with FiveK afterwards.
-Discussed the world’s worst market timer, Bob
-Discussed tax loss harvesting equivalent funds (Boglehead post and blog resources)

Meeting Summary
Duration: ~1.5 hrs
Present: ~25 members
Total Members: ~100 members

Funds
Account: $55 balance
Expenses: $150 used for Zoom membership (5/2018)

Meeting #8

Date: 5/22/18
Meeting Number: 8
Topic: Education of the Index Investor
Presenter: Rick Ferri!

Agenda Notes:
Have funding for unlimited minutes for zoom presentation. Thank you to all donors.

Presentation Notes:
Great presentation w/ Q&A afterwards. See Presentation Links on top right of page to access links.

Meeting Summary
Duration: ~1.5 hrs
Present: ~40 members

Funds
Account: $40 balance
Expenses: $150 used for Zoom membership (5/2018)