Communications
club_cafe
HelpRegister
Your Tax Questions
At this time of year, you've got to love any article which begins: "No taxation without obfuscation. It's the American way." http://management.fortune.cnn.com/2012/04/11/your-taxing-irs-faq/ Enjoy! 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 Click here to Subscribe to ...
1 message
Medco (MHS), Express Scripts (ESRX) Merger
Quite a few of you owned Medco (MHS), and have been asking us how to account for their recent merger with Express Scripts. This was a cash plus stock merger, so it may have brought you taxable gains which you will need to recognize in ...
1 message
Investment in GLD and SLV
Laurie, Nice write up. Now if only it would convince clubs not to invest in these entities. Ira Smilovitz In a message dated 4/4/2012 3:16:25 P.M. Eastern Daylight Time, laurie@bivio.biz writes: Some of you have wondered why we recommend against you investing in the commodity ...
5 messages
Finviz
I use Finviz to help screen stocks. It has lots of screening tools available, especially the Fundamentals tab where you can screen for P/E, sales, etc. and set min/max to reduce the number of stocks. It should be listing on the tools list because it ...
10 messages
Apple, ExxonMobil, Facebook, Bank of NY - Where do they go from here?
Hi Everyone, Our friends at Trefis are offering a webinar on April 11 that you might be interested in attending. Their webinar series is usually available only to Trefis Pro subscribers, but they're opening this one to everyone. They'll be discussing 4 stocks which many ...
5 messages
E*Trade Webinar Recording Posted
Hi Everyone, If you missed the Introduction to E*Trade webinar, the recording is now posted here: Introduction to E*Trade It gives you a good overview of the different services your club can access if you are an E*Trade customer. This includes a demonstration of research ...
3 messages
Investment in GLD and SLV
Some of you have wondered why we recommend against you investing in the commodity ETFs GLD and SLV in your investment clubs. For your information, I've attached a sheet of instructions for the accounting and tax reporting issues you will need to handle if you ...
1 message
Number of members
There is no maximum. If you reach 100, you may need to register with the SEC. Ira Smilovitz In a message dated 4/3/2012 7:39:56 P.M. Eastern Daylight Time, claude-roxie@hotmail.com writes: What is the maximum number of members allowed in an investment club?
1 message
Number of members
What is the maximum number of members allowed in an investment club?
2 messages
Registering Investment Club as an LLC in PA
There is no benefit to registering as an LLC, only additional costs. TDAmeritrade will accept general partnership investment clubs as clients - at least here in NJ. Ira Smilovitz In a message dated 3/30/2012 2:24:02 P.M. Eastern Daylight Time, leovalencia10@gmail.com writes: Greetings, I wonder if ...
3 messages
Registering Investment Club as an LLC in PA
Liability protection from what? There is no protection from your own actions and there isn't anything you will do as an investment club that would expose you to liability to others. Ira Smilovitz In a message dated 3/30/2012 2:48:21 P.M. Eastern Daylight Time, leovalencia10@gmail.com writes: ...
1 message
Registering Investment Club as an LLC in PA
Greetings, I wonder if other members here are aware of any special requirements to register the Investment Club as an LLC in the state of Pennsylvania. I mean in addition to the normal requirements for a general purpose LLC. The reason for this question is ...
1 message
Stop Loss Orders and Wash Sales
If you buy and sell entirely within the IRA, wash sales are irrelevant as there are no capital gains or losses to report. If you sell for a loss in a taxable account and then buy back in an IRA within the wash sale window, ...
1 message
Stop Loss Orders and Wash Sales
Some of you set stop loss orders on all of your stocks and many of you may be considering them to protect some of your recent gains in the market. Just a heads up. If they trigger and you sell the stock for a loss. ...
2 messages
Interested In Finding Out More About Manifest Investing?
If you're interested in finding out more about the services provided by Manifest Investing, you might be interested in attending a webinar they are doing this Saturday at 9AM ET. Everyone is invited. FInd out more here: Getting Started. What's It All About? Laurie Frederiksen ...
4 messages