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2011 Investment Club Tax Information
2011 Tax Information Just a reminder that everyone who has a current bivio subscription will be able to prepare 2011 taxes for their club without having to buy any extra tax programs. The bivio tax program will be available on your club site in mid ...
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A Season of Lights
A Season of Lights As we each take time to celebrate our family traditions this season, it's interesting to note that candles, lanterns and lights play a part in many of them. Our celebrations help us get through through the dark and cold days of ...
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An Extra Special bivio Club Offer From Trefis!
Special Trefis Offer for Your bivio Club! One of the most successful money managers, Peter Lynch said -" buy what you know, and get to know the products/services if you buy the stock". It's important to pause and think about whether you really know the ...
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Getting Ready For Investment Club Tax Season-Big Changes This Year
Holiday Feasts We hope everyone had a good holiday weekend full of things to be grateful for, people to share it with and of course, Feasts! Getting Ready For Tax Season Just a reminder that it's important to spend a little time prior to the ...
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Join Us For A Presentation by Trefis, About Trefis
Trefis Is Coming! We're excited that the folks from Trefis.com have agreed to do a webinar for us this Thursday evening at 8:30PM ET. If you've seen their graphical displays at the major financial websites and wondered what they were all about, this is your ...
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Join Us For a Presentation by Trefis
Trefis Presentation Have you ever wondered how much the news you are reading about a company might impact its stock price? Have you ever been in a club meeting and made a judgment based on someones anecdotal stories or the fact that they spoke louder ...
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New IRS Reporting Requirements for Your Investment Club
New Reporting Requirements Starting this year, a new tax program is being phased in which requires your broker to report your capital gains to the IRS. What does that mean for your investment club? It means there is an additional reason the information on your ...
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What's New at bivio
Your Club Operating Procedures What are operating procedures? Does your club need them? What is the difference between your partnership agreement and your operating procedures? How do other clubs operate? At the October Club Meeting Meeting webinar on Thursday, October 6 at 8:30PM ET, we'll ...
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Learn Something New! Free Opportunities for Your Club
Learn Something New Does watching the market craziness get you down? Do something positive that will make you feel like you are moving forward. Invest some time in learning something new. You can't go wrong expanding your horizons. September is a great time of year ...
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Do You Have Questions About Your Partnership Agreement?
Club Meeting Meeting-Your Partnership Agreement Do you know where your club's partnership agreement is? Do you know what it says? Do you know why it's important? Do you have any questions about the wording of any of the items in your agreement? For the September ...
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Is Goodwill Good?
Club Meeting Meeting-Goodwill If a company you own has acquired any other companies in the past 10 years, it will probably have an asset on its balance sheet which is called Goodwill. In fact, the total assets of some companies currently the topics of discussion ...
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How Is Your Investment Club Doing?
Club Meeting Meeting-Benchmarking Your Portfolio It's pretty well documented that if you want to lose weight, it helps to keep a record of what you're eating and to weigh yourself regularly. If you want to go somewhere new, it helps to map out a route ...
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More For You From bivio!
Club Meeting Meeting-Cash Flow Cash flow can give you clues to future earnings that you won't get from an income statement. Research has shown that discrepancies between cash flow information and income statement accrual based information can provide meaningful insight into future stock returns. If ...
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Re Energizing Your Investment Club
Dashboard Diagnostics-Re Energizing your Club Has your club been around for a while? Do you have stocks you are interested in which don't fit into the "rules" you have established for choosing investments? If so, you might be interested in this months Dashboard Diagnostic Session. ...
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How Much Do You Know About Your Investment Club Finances?
An Orientation To Investment Club Accounting May Club Meeting Meeting An investment club is an investment partnership for accounting and tax reporting purposes. This impacts the way your club records need to be kept as well as your personal tax situation. If everyone in your ...
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