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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! www.bivio.com Become our Facebook friend! www.facebook.com/bivio Follow us on twitter! www.twitter.com/bivio 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 www.bivio.com/club_cafe 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! www.bivio.com Become our Facebook friend! www.facebook.com/bivio Follow us on twitter! www.twitter.com/bivio ...
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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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Better Investing
Is it necessary for a club to be members of Better Investing to also subscribe to Bivio?
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Happy Mothers Day!
Happy Mothers Day to all of you out there who are mothers, have mothers or wish to be mothers. I know that I'm grateful my mother was interested in investing. Along with many other good things, she passed that interest along to me. She was ...
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Reorganization of a company
How do I record all the changes to a stock when a company reorganizes? June Lewis Kickin Cash Club
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Do You Like Doing Your Taxes?
Are you in the 1/3? One Third of Americans Like (Or Love) Doing Their Taxes Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! www.facebook.com/bivio Follow us on twitter! www.twitter.com/bivio Follow Us on Google+ Click here to Subscribe to the Club Cafe email ...
3 messages
Quest For Positive Relative Returns
Your Quest for Positive Relative Returns graphs have been updated through the start of the year. We are now in the process of updating them through May 1. If your investment club graph hasn't been updated yet, let me know and we'll move you up ...
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