When our club was founded a parliamentarian included a statement that no member shall own more than 15% of the portfolio. We now have two members who own more than 15% and a couple that are close. If each member has just one vote, why ...
Hi Laurie I have created the second account with Bivio and will send the annual membership fee in next wee but cannot see how I add teh bank and broker details Original Message Subject: [club_cafe] Registering a Second Club in bivio From: Laurie Frederiksen < ...
On Wed, May 3, 2017 at 11:31 AM, Ivor J. Hill A wrote: We are forming a second club - Sirius Investment Club is the current one - and want to create a seperate non-connected club known as Pueblo Investment Club. Can we register with ...
Hi Laurie We are forming a second club - Sirius Investment Club is the current one - and want to create a seperate non-connected club known as Pueblo Investment Club. Can we register with Bivio and keep them seperate even though I am the contact ...
It's earnings season! Here's an interesting article from StockRover about interpreting earnings reports: Decoding the Earnings Report In the comments section they also provide a link to another interesting report describing GAAP versus Non-GAAP earnings and how they affect analysts estimates: Understanding Earnings Estimates Laurie ...
My clubs use tax loss selling as an ongoing strategy. We frequently will purchase the same company again after the wash sale period has expired. We would like to track the gain/loss percentage from the new purchase date rather than the original purchase date. How ...
Hi all - trying to send a message to our club and the email distribution (clubname@bivio.com) list doesn't seem to be working. Anyone else having this problem?
Earlier this week HPE spun-off it's Enterprise Services division. In my Scottrade account I now have several shares of DXC Technology (Ticker: DXC), but I do not see these in my Bivio records. Why is that? Is there something I need to do to account ...
Oh dear! I would think it's already in their inboxes. Good luck hope there's a way to recall them Kim Potter BI Brighton Sent via the Samsung Galaxy S7, an AT&T 4G LTE smartphone Original message From: "Robert Kellogg, Jr. via bivio.com" <user*27931200001@bivio.com> Date: 4/17/17 ...
I accidentally sent an personal email to the club's email address and I need to have that personal email removed. Please tell me that there's a way to do that!!!
Are there IRS rules that would prohibit selling specific lots if in the past sales were done on FIFO? Our broker allows the assignment of particular lots until settlement. Thanks, Scott
Is there a special form to submit for a nonresident in NJ? I'm finished with the NJ 1065 listing all the members including the nonresident who lives in DE. Thank you, Gayle Freeman
We have a stock -Rogers Communication--which is out of Canada. We can not reinvest the dividends so they go to the broker account. At the same time, they charge the tax which is due. I don't know where to enter the dividends in Bivio where ...
Irina, I'm the treasurer of Len Douglass' other club. I don't have issues with the problems you listed. The 1099 came in plenty of time to get the taxes mailed before the deadline. The 60 day hold wasn't a big deal once I got it ...