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couples memberships
Does any club allow a couple to act as one member? It would be similar to a joint account where two people own it equally.
11 messages
Audit corrections caused problems
In preparing an audit report for my group I found 2 basis errors in owned securities. I changed the purchase transactions to correct to actual. Basis reports are accurate. Bad news is that I have apparently brought an ex-partner back into the fold... All in ...
3 messages
More Fun With Headlines
Obviously not the best place to get information on Cognizant today: 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 list. Click here to ...
6 messages
Researching new stocks
From: Lynn Ostrem Sent: ‎Wednesday‎, ‎January‎ ‎29‎, ‎2014 ‎8‎:‎18‎ ‎AM To: The Club Cafe Hello John. I learned a long time ago not to get drawn into a public discussion about data! And even though I thought about it for 10 seconds, I wouldn't dare ...
3 messages
Club Partnership Status
Our Club has been around since 1987. Based on some IRS info from 1997, we have always considered ourselves to be grandfathered as an "Investment Partnership" which did not have to submit 1065's or K-1's either for the club or members. Now that we are ...
3 messages
ACH Confirmation Small Amounts
The amounts always go in AND out. They are not going to GIVE someone a gift. Linda Sent via the Samsung GALAXY S(R)4, an AT&T 4G LTE smartphone -------- Original message -------- From: Laurie Frederiksen Date:01/29/2014 2:19 PM (GMT-05:00) To: The Club Cafe Subject: Re: ...
3 messages
Researching new stocks
Would appreciate seeing forms that other clubs use when researching new stocks.
10 messages
ACH Confirmation Small Amounts
Laurie: Our club finished its audit Sunday. This is the second year we have used the 7 step bivio procedure. Went very well! Highly recommended!! But on to my question: This year, we had a new member join and establish auto debit transfer from his ...
6 messages
Investing In Chinese Companies
Here's some news to be aware of when you are considering investments in Chinese Companies. SEC judge bars "Big Four" China units for six months over audits 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 ...
2 messages
Issues with REIT's
Hi All, Some of you ask why we discourage you from holding REIT's in your club. It's because we encourage you to keep your club record keeping as simple as possible. Here is a good example of the type of complications you're up against if ...
2 messages
Access to club account
We deal with Fidelity and the President and Treasurer have the ID and password to the account. The website has a wealth of research information and guidance. Do other clubs give all members access to the club account?
4 messages
Market Returns
Simple, dramatic demonstration of what to think about when you are seeing "Return Rates" advertised: Is This a "Leap year" for Fund Returns "2008 is now 6 years ago and 2013 was great" Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! www.facebook.com/bivio ...
1 message
Buy the Gadget or Buy the Stock?
Looks like I should have been buying my son a share of stock every time I bought him a gadget:: From $400K Macs to 23K IPods Of course if you are looking for trends, I will say his enthusiasm for exclusively Apple products has been ...
18 messages
New Member Information Entry
Dear Bob, This topic on our help page shows you how to add information for a new member: Adding Members and Guests Hope that helps! 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 ...
2 messages
Wisconsin
Looking for an investment club to join in the Fox Valley area. contact: bdoherty@new.rr.com
1 message