If I mistakenly put a member on our roster who does not actually join the club and submit funds do I just withdraw them or is their a way to delete them. Steve Hannemann
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Dear Leo, We are always glad to research specific tickers for you before you purchase them. Just email them to However, a REIT is a REIT and the inherent complications that come with them are due to the nature of the beast. There may ...
4 messages
A New Item For Your Reading List
My earlier post about learning more about financial statements brought in this recommendation for a read from a bivio club member: Financial Shenanigans: How to Detect Accounting Gimmicks & Fraud in Financial Reports I've already ordered my copy! Laurie Frederiksen Invest with your friends! ...
5 messages
Starting a Club - Issues
Hi all, As you of course know, we at bivio believe joining an investment club is a great way to learn about investing. We'd like to encourage people to start or join an investment club and we are wondering if you can help us out. ...
12 messages
Introduction To Financial Accounting
As an investor, the more you can learn about financial accounting, the more empowered you will begin to feel. Here is a link to a free, online course given by the Wharton School of Business that Business Insider considers excellent: An Introduction to Financial Accounting ...
1 message
Over The Counter Stocks
Some stocks are not sold on the regular exchanges. They are are sold "Over the Counter". Pricing information for them can be sketchy to get. They may be very thinly traded. There may be days or weeks between trades. This means their value at any ...
1 message
15 Biases That Make You Do Dumb Things With Your Money
This is a great list from Morgen Housel of the Motley Fool. Does your Investment club have any of them? 15 Biases That Make You Do Dumb Things With Your Money I can see some of these biases when I think about the discussions we ...
1 message
Shutdown... Official IRS Newsletter "Special Edition"
Why punish those who are WORKING? Surely, there is something else that can be cut back!!! I know of too many people who won't work or work "too" much so that they don't get cuts in food stamps or unemployment benefits. Sent from my Verizon ...
1 message
From an Official IRS Newsletter "Special Edition"
Maybe it's just me, but this strikes me as funny. It is real. Laurie Frederiksen Invest with your friends! Become our Facebook friend! Follow us on twitter! Follow Us on Google+ Click here to Subscribe to the Club Cafe email list. Click ...
8 messages
Financial Advisor Considering Joining Club
My personal financial advisor indicated that he was interested in joining our club. He checked with his company's compliance officer and got the information on what he can or cannot do. Are there any rules/regulations that our club need to be aware of if he ...
2 messages
An Interesting Puzzle
Here's something you might find interesting. A club had asked me whether Arlington investments (AI) is a REIT and subject to the accounting complications they bring. The club had done its homework and checked the AI investor relations pages. They found this statement there: "The ...
5 messages
26 New Ticker Research Pages and More Coming!
We've added lots of new Ticker Research pages based on requests from your investment clubs. From old favorites like Xerox and Union Pacific to new businesses like NetEase and VitaminShoppe. Anyone interested in studying: ACM AECOM Technology Corp AMT American Tower Corp BA Boeing BEN ...
2 messages
Bivio not giving us quotes on SONC
Hi, We've had this problem in the past with stocks that we owned a long time ago and have recently re-acquired. When I do a valuation, I'm not getting updated prices for SONC. Please advise. Thank You. David Sacks Old Bay Investors
2 messages
Performance Benchmarks
My club use to do quite well with our Performance Benchmarks. For the past year we are doing terrible and it is getting worse. Our stocks are doing good and we are making money so why are our benchmarks tanking? Is it because we have ...
4 messages
What should be the valuation date for a full withdrawal?
Our partnership contains the following statement relative to the valuation of a full withdrawal - "In making payments, the value of the partnership as set forth in the valuation statement prepared at the first meeting following the meeting at which written notice is received from ...
10 messages