Communications
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Tax Webinar On Tuesday
Just a reminder that we will be doing a webinar that shows you how to prepare your investment club taxes on February 9, 2016 at 8:30 PM Eastern Time.A It's free and all are invited but space is limited. A Register Now Laurie Frederiksen Invest ...
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When To Sell?
For many investment clubs this is an ongoing question.A For those who like to learn more about making sales decisions, A Stock Rover is holding a webinar this afternoon at 1PM Eastern Time that you might be interested in: When To Sell A Stock If ...
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Worried About the Drop in the Stock Market?
Leave it to Morgan Housel to put it in perspective: Why We're Terrified of Typical I liked this line: A " As the saying goes, more money has been lost preparing for bear markets than in actual bear markets" Laurie Frederiksen Invest with your friends! ...
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Mutual Fund Advice Needed
What is the best place to research Mutual Funds? Any suggestions for an excellent Mutual Fund
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New AccountSync Brokerages
Hi Everyone, We get a variety of requests to add AccountSync import capabilities for additional brokers. Let's start a discussion on the brokers you'd like to see us add. Your input is very valuable in helping us prioritize our development efforts. Laurie Frederiksen bivio ...
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Introduction to Stock Rover
Stock Rover is doing a free introductory webinar tomorrow, Wednesday, January 20 at 1PM Eastern Time.A If you'd like to learn more about using the tools they provide, you can register to attend then or to view a recording of the webinar later. You can ...
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Analysts 1 Year Estimates - Useful or Not?
Interesting take on the current market and expectations for 2016 from our friends at Manifest Investing: Press On: Six Stocks for 2016 The observations and graph toward the end, in the section called "Price Targets and Veracity" were a topic of discussion in my office ...
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Capital Gains
We have a stock that we bought 50 shares in 2014 and 50 in 2015 and sold all 100 shares later in 2015 so 50 shares are short term gain and 50 long term gain. The commission to sell was $7.01 and Scottrade added to ...
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How to Join the Club Cafe List
Hi, We had a recent request to describe how to join this list.A All members of your investment clubs are welcome to join. This link describes how the list works and includes instructions for joining: About Club Cafe Laurie Frederiksen Invest with your friends! www.bivio.com ...
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Audit Party Weekend
a€‹ Hi everyone, It's the time of year to make sure your bivio records are in ship shape so you'll be able to prepare your taxes quickly in February. The best way to do that is to do a club audit. Gather your group and ...
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Miracles
"Santa is real and Christmas is magic.A Christmas brings miraclesA It's easy to say you don't believe but if you keep looking and you keep really watching, you'll see." - Parenthood- Season 4, Episode 11 It's the time of the year when we celebrate miracles.A ...
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Online Clubs resources
Thanks, I really appreciate your suggestions and the promptness of you replies. Virginia Cooper vmcooper@earthlink.net Why Wait? Move to EarthLink. Original Message From: Mark Eckman To: club_cafe@bivio.com Sent: 12/12/2015 8:51:42 AM Subject: Re: [club_cafe] Online Clubs resources We use TeamViewer which allows us to share ...
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Online Clubs resources
For those of you in online clubs, what equipment criteria do you use? My club requires multiple sites and wants to share SSGs and other files. Virginia Cooper, California
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allowing Family trusts to be partners
Our club is considering allowing Family Trusts to become partners. The limitation to trusts that the partner is the sole grantor and trustee eliminates most of our members. What if we allow any revocable living trust, and add to the removal of a partner paragraph ...
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Trusts
A Grantor trust is different from a revocable trust and has a different set of rules. Don't confuse the two. Linda W. Sent via the Samsung GALAXY S(R)4, an AT&T 4G LTE smartphone Original message From: ira smilovitz <ira.smilovitz@gmail.com> Date:12/11/2015 1:42 PM (GMT-05:00) To: club_cafe@bivio.com ...
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