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Diversification
Here's an interesting question.A There's a lot of information out there that says diversification of your investments is important. But,A if you diversify into things you have no expertise in, for example companies with business models you don't understand or other assets such as commodities ...
7 messages
Transferring Shares That Have Gone Up in Value to Pay a Withdrawal
Hi John, I'm not sure why the other members would have an issue transferring your appreciated stocks.A They have postponed recognizing the gains in them which is a good thing.A A Your club could also repurchase them immediately if they still liked the companies and ...
3 messages
What Day of The Week Do Your Investment Clubs Meet?
If you're interested in sharing, here's an interesting question that people considering starting an investment club might like to know more about. What day of the week and what time of day do you usually hold your investment club meetings? If you'd like to share, ...
1 message
Disbanning
No, the money cannot be put in a 401k if that is what the person is asking. The fairest thing to do is to sell stocks and pay cash to everyone. Otherwise tax implications will be unequal. You will still need to file a tax ...
3 messages
Disbanning
If 5 out of 7 want to dis-ban, can we dis-ban?
5 messages
Tax Inversions and Your Investment Club
The hot topic for investors these days is tax inversions.A These happen when a company reorganizes from being based in the US to being based in another country in an effort to avoid US taxes. There are several companies that are popular in the bivio ...
1 message
withdrawal fee
Thank you all for your information on the Withdrawal fee topic. On Tuesday 26/08/2014 at 11:34 am, John Rice wrote: I agree with Mike. We do have a withdraw fee, although we should call it a penalty to discourage someone from joining and then leaving ...
4 messages
withdrawal fee
Hello All, I am writing again about our club's withdrawal fee. Our club charges a withdrawal fee which at times can amount to a sum of several hundred dollars. How should this be entered in Bivio accounts so that the withdrawing member's records are correct ...
8 messages
Stages of Group Development
A professor named Bruce Tuckerman described 5 stages that groups go through. They are Forming, Storming, Norming, Performing and Adjourning. You can find some very interesting descriptions of each of these stages here: Using the Stages of Team Development and here: Forming, Storming, Norming and ...
1 message
withdrawal fee
Thank you that is pretty clear. On Monday 25/08/2014 at 3:15 pm, Laurie Frederiksen wrote: Hi, Here are the instructions for entering a withdrawal: https://www.bivio.com/site-help/bp/Member_Withdrawal_Help The withdrawal fee is one of the pieces of information you include on the withdrawal form. When you accept the ...
1 message
ALS Ice Bucket Challenge - To Your Investment Clubs!
Dear Members of the bivio Investment Club Community, The ALS Ice Bucket Challenge has a special place of importance in my household. In honor of my husbands late wife Sue Biegler,A who passed away much too young from the tragic disease of ALS,A I'd like ...
5 messages
Where Do Your Investment Clubs Meet?
Hi, I was in a McDonalds while on a road trip recently and it had a nice glass walled meeting room area off the main lobby.A I hadn't seen that before,A it might have been a former playground space.A It looked to me like a ...
22 messages
Cost Basis and Purchase of Units
In Better Investing Voice Russell Malley says: One misconception is that the cost basis of the members is associated with specific purchases of units, with each purchase having its own cost basis similar to mutual fund shares. This isn't true. As general partnerships, investment clubs ...
3 messages
4 Ways To Tell If You're Investing in A Partnership Rather Than Stock
Here's a good question we recently received from one of your investment clubs: "What's the best clue that something is a MLP or a LP as opposed to a stock?A Is there a site that provides their structure?A We don't need any tax hassles or ...
1 message
disruptive new member
Does anyone have anything in their bylaws about withdrawing a disruptive (new) member from the club by majority vote?
7 messages