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Automatic reorganization for MNST and ACT
Two of our stocks underwent reorganization this past month. Monster Beverage has traded products with Coco-cola and Actavis is now Allergan (started out as Watson!). Both seem to have traded stock with no commission charged so far. Monster listed this as a 1:1 exchange, Actavis ...
2 messages
New Members
Having a new member fill in a W-9 form so you are sure you have their tax reporting information is a very good suggestion. In the sample operating procedures that we provide,A there is a section which might give you ideas of requirements for new ...
1 message
How does a club document who the beneficiary is for a deceased member?
As the new treasurer of a club with several members in their 80's, I bought this up as new business at our last meeting. Most of them suggested that the executor of the Will would tell me what to do! Myself and a few others ...
19 messages
ETF (Ticker PFF)
In our quest for new investment opportunities, our club is looking at an ETF (Ticker PFF). We're wondering if any of the other clubs have experience with this investment? Specifically, are there any hassles come tax time? The dollar value of this stock is generally ...
5 messages
Executive Committee
We have a large club with poor turnout at monthly meetings. We have weekly research meetings that are open to any club member but usually has the same 5 to 8 in attendence. We discuss stocks and the portfolio and make recommendations to the club ...
1 message
Executive Committee
Do any clubs have/or have had an Executive Committee that acts for the club between meetings? If so, how did it work? Experience? Good / Not Good? Please explain.
4 messages
Time And Millionaires
Here's something us old-timers all like to see.A Young people who are taking advantage of the opportunity to use time to improve their odds of investing success: Future Millionaires Club Join us in helping to cheer them on by "liking" their post! Laurie Frederiksen Invest ...
1 message
Having Fun In Wisconsin!
Successful investing takes time.A Having fun as a member of an investment club helps you stay the course.A The GPIC has been together for 15 years by having fun Wisconsin style! Help them celebrate by congratulating them with "Likes" on the picture they shared with ...
1 message
DB cleanup?
Hi Tim, All of your current accounting is still based on all of your historical information so you should never delete any of it. As Mike indicated, if members have been properly withdrawn and you have not left them with online access,A they will become ...
2 messages
DB cleanup?
Hi Laurie, I am looking at our high school club Greenenvy and seeing members who graduated years ago (all paid out at graduation).A Should I A still see them, or did we miss something during the withdrawal process? Roger
3 messages
Hot Off the Press
For those interested (apparently 7 clubs so far),A we've already had a request and made a Ticker Research page for Fitbit (FIT). FIT Ticker Research Of course, if some of you just want to go for a walk and think about it a bit more,A ...
1 message
Monthly deposits
Hello all- I'm in the process of starting a club. I'm wondering how you all manage the nuts and bolts of getting the monthly deposits- do people write a check each month? I'm hoping not to have to deal with a zillion checks and chase ...
14 messages
Penny accounting?
Hi Laurie, I work with a high school club that has about 40 members, and about 10 cash out everyA June and we take in about 10 every September.A We currently handle the deposits by having the treasurer (an adult) enter the amounts by hand.A ...
2 messages
National Investment Club Day
Good Morning all, My husband just informed me it is National Flip Flop Day. I think we need a National Investment Club Day.A Any suggestions on the best date to select for it? Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! A ...
15 messages
Excel spreadsheets for investors
Club cafA(C)-ers, I help local Cincinnati schools with the national Stock Market Game a€" a SIFMA initiative to help teach financial management to middle and high school students.A To help integrate with other parts of the curriculum, I am looking for EXCEL spreadsheets students could ...
3 messages