1000 Facebook Friends!
Joyce Haibe. Come on down! Congratulations! You're our 1000th bivio Facebook friend! Let us know your club name so we can award you your bivio bucks. Onward and upward! Going for 2000 friends next. Thank you to everyone for your support! Laurie Frederiksen Invest with ...
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Almost 1000!
We're 5 likes away from 1000 friends for our Facebook page! Does your investment club want to help us celebrate? If you're the 1000'th person to Like our page, we'll credit your investment club with $50 bivio bucks toward your next renewal! Make sure to ...
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Non Monthly Treasurer Tasks Webinar
The recent presentation and video is now posted here: Non Monthly Treasurer Tasks If you have questions about expenses, bounced checks, reimbursements, advanced payments, withdrawals, audits or taxes, this is the place to go to get a good overview of what you need to know ...
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Is there any cautionary advice about investment clubs buying REITs?
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Books About Investing
My club is looking for a book about investing to read over the summer. The members would like something that is not "boring". Our club has been active since 1999 so the book doesn't have to be basic, but not too complex either. Any ideas ...
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Monthly Treasurer Tasks
The presentation and video from the second part of our Treasurer Training Series is now posted here: Monthly Treasurer Tasks Laurie Frederiksen Invest with your friends! Become our Facebook friend! Follow us on twitter! Follow Us on Google+ Click here to Subscribe ...
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Penny Payments
Does your club use the Penny system to help you enter member payments quickly? If not, you might want to check into it. It's summer. Keep your club treasurers job as simple as possible. Here's how it works: "Penny" Payments Laurie Frederiksen Invest with your ...
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An Orientation To Investment Club Accounting
We got lots of nice feedback and comments from the crowd who attended last nights webinar. You can find the presentation and the video now posted here: An Orientation To Investment Club Accounting There are still two segments to go. Register now at to ...
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Analysts are Not Paid to Make Stock Recommendations
Many of you probably already knew this, but it's interesting to see some data that confirms it. From Barry Ritholtz: Analysts Are Not Paid To Make Stock Recommendations Laurie Frederiksen Invest with your friends! Become our Facebook friend! Follow us on twitter! ...
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Are We There Yet?
One of the members of one of my investment clubs sent out a link to this article which I thought was both interesting, easy to read and humorous. Are We There Yet? What do you think? Do you agree with his statement? "Unfortunately, our Lance ...
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Switching over to bivio sample partnership agreement
I would like to know whether any clubs have replaced their existing partnership agreement with the version on the bivio website. I would like to know how you start the introductory lines. Did you list the dates of each revision of the partnership agreement in ...
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Join Us For Investment Club Treasurer Training!
An Orientation To Investment Club Record Keeping Your investment club is an investment partnership for accounting and tax reporting purposes. This impacts the way your club records need to be kept as well as your personal tax situation. If everyone in your club has a ...
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Member Withdrawl
A member has decided to withdraw based on the fact that the market is up and wants to take his spoils before the next correction! We do not want to sell stocks and pay the cap gains for his benefit. (Also a deadbeat member) So ...
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Please update MICNOVA Relative Returns
Laurie - please update MICNOVA relative returns Thanks, Bob
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Samples or suggestions of offical disbanding document
Our club is officially disbanding and we were wondering if there are any samples of disbanding documents out there. We have to put something together for our broker account and club records. Thanks, June Lewis Kickin Cash Club
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