Why You Should Start Or Join An Investment Club
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From Overwhelmed to Empowered

-Why you need to start or join an investment club.

Are you or your friends interested in learning more about investing? Joining an investment club is an ideal way to do that. Join us online on Sept. 10 at 8PM ET and find out why.

Have you ever considered starting an investment club? Do you have friends you'd like to invite to join your club? Have you been invited to join an existing club? If you'd like to find out more about being a member of an investment club, we will give you lots of good reasons why you should consider starting or joining one.

Time is your best friend when it comes to being a successful investor. If you have an interest in investing, don't delay learning more about it any longer.

We'll make sure to have lots of time available to answer any questions you might have. The webinar is free and everyone is invited but space is limited so register now to join us!

Getting Your Records Ready for Tax Season

Hope everyone had a great summer. The stock market certainly gave us a lot to be thankful for!

If you have or are planning to sell any stocks in 2014, don't forget to compare your brokers realized gain/loss report with the information shown on the bivio capital gains report after the sale. If you find any discrepancies with cost basis or gain/loss amounts, you'll have lots of time this fall to ask us for any help you need resolving them. Get them fixed now and when it's time to prepare your taxes in February, you won't have any surprises that might cause you a delay getting them done. Some issues can take a while to help you work through.

You don't have to wait until tax time to get your records in shape!

See you online!
Your friends at bivio

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