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How many stocks
Attached is an article I wrote for our club a couple of years ago.. Jayne Gilbert RICH (Rainbow Investment Club of Houston) How Many Stocks in a Portfolio? This is a compilation as articles from books and websites with general information on the number of ...
2 messages
Tools for assessing stocks
I've enjoyed the current thread about how many stocks to hold. The comments about which guidelines are important to track resonates. My club is full of newbies (including me), so I love to learn what other people think is important. Based on Pat Dorsey's book ...
3 messages
Ouch!
I hope none of your investment clubs own Valeant (VRX): Piper Jaffray Gives Up On Valeant 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 on Google+ Click here to A Subscribe A ...
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NJ Return Filing - Status Update
Filing Your Cluba€(TM)s NJ-1065 Return a€" Status Update a€" March 23, 2016 A If your club is required to file NJ-1065 with New Jersey and you generated your cluba€(TM)s NJ return in bivio, your tax document will have a cover page with the message below ...
2 messages
Medtronic (MDT) Tax Joy
Medtronic moved overseas to avoid paying their own taxes, A but they continue to create tax issues for those of us left behind. If your club owned Medtronic last year, A you were first hit with capital gains to report when they moved overseas. Now, ...
7 messages
Questions About Account Sync Brokers
Request details on ease of dealing w Schwab, Foliofn, Fidelity, Options Express, or TD Ameritrade? (Already have Scottrade and no checking account now. And I have Etrade through another club I am treasurer for but want to verify info on other AccountSync brokers before I ...
7 messages
checkwriting
The bank is local and they can help us with any other financial matters. There is no fee involved as long as we keep $300. in the account. Like I said, this is what works for us and reconciling 2 accounts is no problem at ...
2 messages
checkwriting
This is what works for our club. We collect member payment checks at our monthly meeting. If someone knows they will be gone ahead of time, they get them to the treasurer ahead of time. If we have all the checks at the meeting they ...
3 messages
checkwriting
Comforting to hear I am not the only treasurer dealing with members who forget the penny amount, or write it in on the amount line and not on the word line.A With over 50 members it is a chore to peruse every check.A Then you ...
7 messages
Folio Accounting
Our newly formed club has sent checks via their bill pay to Folio. How do we reconcile who sent what since your transaction history does not list the name of the person. One of the checks did not post to our account and Folio cannot ...
6 messages
Rockwood Holdings
Our investment club had an investment in Rockwood Holdings that was converted to Albemarle. I can't figure out how to put the conversion in to get the LTCG to show up correctly on our 1099-B statement. It is showing up, but the amount doesn't match ...
2 messages
club tax records
How many years must club tax records be kept?
5 messages
Cognizant Mini Tender Offer via Scottrade
Continuing discussion from another forum. So apparently Scottrade transmits this third party offer to stockholders, where neither Folio or Fidelity do. What are the ethics of a broker choosing to forward (Scottrade) or not forward (Fidelity/Folio)? I had never heard of such a thing. Per ...
2 messages
Question about lineal ancestors & lineal descendents
I have a question about the lineal question. In my club we have myself and my two children, my brother and his wife and child. Do I include everyone together even though I am not blood related to my sister-in-law? Or do I click on ...
3 messages
IRS Forms
Most of the federal forms that print out from Bivio INCLUDING K-1's need to be sent in. Do not send in the withdrawal reports. Those are only for the member to do their taxes. The state return also must include the state k-1. Sent via ...
4 messages