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REITs
I know in the past that we had been warned against purchasing REITs in investment club portfolios. Is that still the case? Does it cause a problem at tax time? Thank you. Linda
3 messages
Burning The House Down
How is your investment club reacting to the rise in the market this year? Do you think it's peaking and doom is around the corner? Are you staying invested or moving to cash? Morgen Hausel from the Motley Fool has some interesting thoughts on reacting ...
1 message
Forbes 100 Small Cap Stocks - Webinar Recording Available
For those of you who missed the webinar on the 2013 Forbes 100 Best Small Cap Stocks, the recording is now available for you to view: Forbes Best Small Companies - 2013 If you like it and want to have Manifest Investing provide more, make ...
1 message
Bivio closing prices
Recently, as club treasurer I have been finding financial discrepancies between our monthly statement from TD Ameritrade and the end-of-month Valuation report I generate from Bivio. The amounts are small, but they differ. As club treasurer I need to balance the books, and hunting down ...
3 messages
IRS Summertime Tax Tip 2013-10: How to Get a Transcript or Copy of a Prior Year Tax Return
We would recommend that you keep a paper or PDF copy of the actual tax returns you file for your club each year. If you never change any data in bivio, you would always be able to re-generate them. However, we run into situations where ...
4 messages
Looking for club in the Kansas City area
Hi all, I've got an e-pal looking for a club in the Kansas City area. I realize that's a big area, but I was hoping someone here would be watching. Let me know, Thanks, Lynn Ostrem garbagecop@gmail.com
1 message
Transfer stock into club fund
Hi, I am with a group of 60 friends that all currently hold positions in different stocks and would like to continue to hold these positions and not sell. Can we transfer these stocks into the club fund, or would we need to sell all ...
4 messages
Holding period
Sorry, but we are new to investment clubs, so you will probably hear a bunch from me! Question: If some of us currently have positions with certain companies, and want to transfer funds to a club, when does the holding period begin? Is it when ...
3 messages
IRS Special Edition Tax Tip 2013-13: IRS Warns of Phone Scam
Hi Everyone, The IRS is warning everyone about a tax scam that is going around right now. Thought we'd help them pass along the information. Hope you can help get the word out too. Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! ...
1 message
Mutual Funds
An investment club is, in many ways, a little cousin to a mutual fund. I was having a discussion with one of our customers about NAV and he sent me some links to some interesting articles about the SEC regulations concerning mutual fund pricing. One ...
1 message
Transfer stock into club fund
Hi Zak, What you are proposing is acceptable under IRS regulations. The 'holding period' of each security so transferred would start with the date that the particular member acquired the security. Unfortunately, although the transfer is permitted under IRS regulations, no existing software is capable ...
1 message
Why We Do What We Do
We got this today from one of our clubs. I thought since all of you are members of investment clubs that you would appreciate the positive experience he describes. First I have to thank you for the service you provide investment clubs. Ours started out ...
1 message
TDAmeritrade data feed
I asked TDA again about their data feed problem with transaction amounts less than one dollar. This was their response received 10/7: > Thank you for your reply. I am sorry for the time it has taken to fix this issue. Our developers are currently ...
7 messages
NWSA and FOXA
Wow! Thanks. I will dig further. Jenny Sue Sent from my Verizon Wireless 4G LTE DROID Laurie Frederiksen <laurie@bivio.biz> wrote: Dear Jenny-Sue, The cost basis numbers in bivio have been entered according to the information provided by the company for allocating cost basis and are ...
1 message
NWSA and FOXA
Our club previously owned 196 shares of Newscorp Corporation (NWSA) stock. We sold 96 shares before the spinoff of Twenty-First Century Fox, Inc. (FOXA) in July 2013. Now, TD Ameritrade shows us with 100 shares of FOXA at a cost of $15.008 and 25 of ...
2 messages