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Test Your Knowledge about Stock Analysis Basics
Want to learn more about stock analysis? Here's a 2 minute quiz you can use for yourself or in your investment club meeting to see how savvy you are about some basics: Stock Analysis Basics Like to learn more?A Here's a place to start: Introduction ...
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Investing in ETF's
We regularly get questions from clubs asking if they can invest in ETF's without creating extra accounting or tax work for their clubs. The answer is "It Depends".A All ETF's are not the same.A Some can be accounted for in bivio.A Some cannot. Some can ...
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Estate Taxes
For those of you who like to learn more about taxes,A this is a nice overview of some of the basics of Federal estate and gift tax rules: Estate Tax Basics Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! A www.facebook.com/bivio Follow ...
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Blockchains and Crypto Assets
Wow.A This is fascinating and makes me feel old. What are All These BlockChains and Crypto Assets Building? It reminds me of the excitement related to the rise of the use of PC's when I began my career as an engineer. Almost makes me want ...
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What's Hot and What's Not - September 2017
Great Photo! From: club_cafe@bivio.com [mailto:club_cafe@bivio.com] On Behalf Of Laurie Frederiksen Sent: Tuesday, October 03, 2017 12:31 PM To: The Club Cafe <club_cafe@bivio.com> Subject: [club_cafe] What's Hot and What's Not - September 2017 Is there still potential for these stocks? Wonder what other bivio investment clubs ...
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What's Hot and What's Not - September 2017
Is there still potential for these stocks? Wonder what other bivio investment clubs are buying and selling? Here are the top Active Buy and Sell lists for September 2017 by Ticker. Also shown is the Yahoo analysts 1 year growth consensus as of 10/3/2017. If ...
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Tax Member IRS Form
A few years ago the IRS came out with a new form to identify which member of an investment club was the "Tax Member". The Tax Member is the member the IRS will contact if it has any questions about the club. I am in ...
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Tax Extension Filing Deadline Reminder
Just a reminder.A If you filed for an extension for your 2016 investment club taxes, A they are due this Friday, September 15. Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! A www.facebook.com/bivio Follow us on twitter!A A www.twitter.com/ bivio Follow Us ...
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Irma and Stock Pricing
Hi All, Hurricane Irma has further reaching affects than just Florida. The company we get our stock price data from to update your club records each day is in Boca Raton.A They were affected by the hurricane and are having to move their data to ...
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Valuation date is now correct
Laurie The valuation date in Bivio is incorrect. When I go to Accounting>Investments the valuation date is 09/08/2017. Do you know when the date will be corrected? Thanks, Gene
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Funds
Can investment clubs invest in funds? What are the pros and cons of a club investing in a stock or bond fund ?
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What's Hot and What's Not - August 2017
Wonder what other bivio investment clubs are buying and selling? Here are the top Active Buy and Sell lists for August 2017 by Ticker: Buys Rank Ticker Clubs Buying A 1 AAPL 41 A 2 AMZN 35 A 3 FB 31 A 4 T 30 ...
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New Trade Settlement Date
When you purchase or sell stocks, A you don't actually receive the stocks or the proceeds of a sale until the Settlement date.A Up until September 5, A this has been 3 business days after the trade date.A Starting September 5, A the Settlement date ...
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Making Sure You Have Correct Valuations
Hi All, It's spring cleaning time. A Making sure you have correct valuations in bivio is critical. Without correct daily valuations, A your club and member records will not be correct.A Neither will any tax reporting. A A Here is a check you should do ...
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Does a club need a trade name?
Our club has been around since 2013. We have a Federal Employer Identification Number (EIN) and our club name has been filed as a trade name with the state of Colorado. Each year we renew our trade name with the state, but this year I'm ...
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