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New Jersey Filing re: Tax Return
Anything new in regard filing the 2015 Partnership tax return?
3 messages
Nvidia
Please add NVDA to the stock research list
2 messages
What's Hot and What's Not - July 2016
Happy August everyone! Hope you're finding good ways to stay cool. It looks like some clubs may have taken an opportunity to find some bargains when the market took a dive at the beginning of July because of the Brexit vote. Overall in July clubs ...
1 message
bivio is so out of date
A A South Shore Seniors Why are there no transactions shown since July 8th?A We have deposited $1,025 to 5th/3rd and A transferred $978.47 to Scottrade and sold 15 shares of GILD since then.A Our bivio figures are incorrect.A Our next meeting is thurs. Aug. ...
7 messages
Edward Jones Added as New AccountSync Broker
Hi All, We are pleased to announce that we have added Edward Jones as a new AccountSync broker.A Thank you to the clubs that helped us test the connection. If your club uses Edward Jones or Merrill Lynch and would like to get AccountSync set ...
6 messages
Blackstone (BX)
Unfortunately, A we are getting a lot of questions this year from clubs that have purchased Blackstone.A Equally disappointing is the fact that apparently it was suggested as a stock to study by Better Investing in their September magazine. I hope they also pointed out ...
2 messages
AccountSync for Merrill Lynch and Edward Jones
Hello All, We are pleased to announce that we have just added Merrill Lynch to our list of brokers supported byA AccountSync . We have also started work on adding Edward Jones support but we need a club who would be interested in helping us ...
1 message
An Unused EIN Number
We are looking to new club. One prospective member got an EIN for us. However it now looks like we will just be joining an existing club negating the need for this EIN. No activity has been transacted on this EIN. How do we close ...
3 messages
How does the club record the June merger of Baxalta (BXLT) by Shire (SHPG)?
I don't know how many members you have but to expect a 100% vote is highly unlikely and very limiting when you need to act. Linda Pointe Players Sent via the Samsung GALAXY S(R)4, an AT&T 4G LTE smartphone Original message From: "Mike Jones via ...
2 messages
Stock Spin-off
Our club owns shares in Danaher Corp which recently spun-off 40 shares of Fortive. While our broker, Scottrade, is showing this transaction in our holdings, it is not showing on our Bivio account. Is there a lag time with this type of transaction and if ...
4 messages
New Jersey Business Registration
Any New Jersey Club. What business Code did you use to register with New Jersey. Thanks Russ Ward Pennies 2 Dollars
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PA Partnership Filing
Hi Folks, I'm looking for help from clubs in PA. Our club is currently registered in NJ but we have members living in both NJ and PA. I'm the treasurer and I live in PA. NJ charges filing fees of $150 per member when the ...
5 messages
Diversification
Does anyone have guidelines stating the max investment that should be allotted to each sector? I'd appreciate any suggestions
4 messages
Class A Shares vs. Class C Shares
It seems like a number of high profile companies are creating a second class of shares (usually called Class C shares) that do not have voting rights. Usually this happens as part of stock split where the new shares created are Class C shares. Google ...
5 messages
Termination of Alcatel Lucent ADR Program
Termination of the Alcatel Lucent ADr program due to shares being sold to Nokia Corporation in a share purchase agreement. How do I account for this? See attached files. If possible please answer to sapphire@nwi.net Thank you Debbie Jones Treasurer DDMK
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