There is a Boglehead Conference in October. Has anybody attended previous conferences? I’m considering attending and I’d appreciate your hearing about your experience. Did you find it valuable?
Thanks,
Jackie
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I attended the BH conference in Chicago, a few years back. I enjoyed meeting and chatting with the folks whose blogs and books I had been consuming, as I readied myself for retirement. The tracks were excellent, with one for beginners and another for older, experienced BH members. The presentations were first class and the speakers were all good to excellent.
At the time, in 2022-2023, as a newer BH, I was still absorbing ideas, and strategies, trying to figure out how best to fund my retirement and remain invested for growth and total return.
Those days are behind me.
Today I am 100% invested in VTI and VXUS, @ 80/20. My portfolio is 25% Taxable, 43% Tax Deferred and 32% Tax Free.
We also own a small number of BRK-B shares, “just because,” as well as few shares of Ford (my first employer) and Harley-Davidson (because I owned one for many years.)
Our income consists of primarily Social Security (partially Taxed and with COLA) Annuity Income (72% Income Tax Free and w/o COLA) and 4% withdrawals from our Vanguard Portfolio (Income Tax Free because LTCGG bracket is Zero.) Our Income exceeds our expenses by @ $55,000 annually. We have no real need for Bonds or Bond ETFs, as our Annuities provide the income and safety bonds would be providing.
This year I opted to attend the Berkshire Hathaway Shareholders Meeting instead of BH again…but maybe I will attend BH in 2026, depending on where it is held.
I wouldn’t hesitate to attend this year and San Antonio is a nice place to visit.
I attended 3 BH conferences when they were held under the “older format”, meaning in Philly with Mr Bogle attending parts of them. Limited to around 200 attendees. They were very good and so similar that attending just one would have been sufficient but it was fun to see familiar faces each time. For me, perhaps the best part was visiting Vanguard (VG) headquarters and listening to presentations by VG leaders and also getting to mingle and talk with lots of very happy VG employees.
Under the new style I think attendance is limited to around 500 but the new presentation style is similar to the former. I doubt many VG employees attend since the meetings now have moved mostly out of state.
The speakers are very good and included Mr Clements for two of mine.
I think it is worth doing once if only to flock with other birds of a feather.
Thank you both! I decided to skip this year because I have several trips planned for this year. But I will try to go in the future
I attended the BH conference in Chicago, a few years back. I enjoyed meeting and chatting with the folks whose blogs and books I had been consuming, as I readied myself for retirement. The tracks were excellent, with one for beginners and another for older, experienced BH members. The presentations were first class and the speakers were all good to excellent.
At the time, in 2022-2023, as a newer BH, I was still absorbing ideas, and strategies, trying to figure out how best to fund my retirement and remain invested for growth and total return.
Those days are behind me.
Today I am 100% invested in VTI and VXUS, @ 80/20. My portfolio is 25% Taxable, 43% Tax Deferred and 32% Tax Free.
We also own a small number of BRK-B shares, “just because,” as well as few shares of Ford (my first employer) and Harley-Davidson (because I owned one for many years.)
Our income consists of primarily Social Security (partially Taxed and with COLA) Annuity Income (72% Income Tax Free and w/o COLA) and 4% withdrawals from our Vanguard Portfolio (Income Tax Free because LTCGG bracket is Zero.) Our Income exceeds our expenses by @ $55,000 annually. We have no real need for Bonds or Bond ETFs, as our Annuities provide the income and safety bonds would be providing.
This year I opted to attend the Berkshire Hathaway Shareholders Meeting instead of BH again…but maybe I will attend BH in 2026, depending on where it is held.
I wouldn’t hesitate to attend this year and San Antonio is a nice place to visit.
I attended 3 BH conferences when they were held under the “older format”, meaning in Philly with Mr Bogle attending parts of them. Limited to around 200 attendees. They were very good and so similar that attending just one would have been sufficient but it was fun to see familiar faces each time. For me, perhaps the best part was visiting Vanguard (VG) headquarters and listening to presentations by VG leaders and also getting to mingle and talk with lots of very happy VG employees.
Under the new style I think attendance is limited to around 500 but the new presentation style is similar to the former. I doubt many VG employees attend since the meetings now have moved mostly out of state.
The speakers are very good and included Mr Clements for two of mine.
I think it is worth doing once if only to flock with other birds of a feather.