Hi Connie, Yes. We can add this to our list. The best way to request new additions to the ticker research page is to email them to support@bivio.com We add stocks as we get requests for them. Laurie Frederiksen Invest with your friends! www.bivio.com Become ...
We need a reconciliation because our broker (TDAmeritrade) 1099-B does not list a capital gain from a sale in 2013. From reading the Club Cafe notes I understand that this is because prior to 2011 the Broker was not required to track the Purchase Date ...
I understand that paying withdrawing members in stock is the best option but how is this done with members that don't have brokerage accounts? Most of the members in my club are young and this is their first experience with investing. I'm sure this is ...
I understand that paying withdrawing members in stock is the best option but how is this done with members that don't have brokerage accounts? Most of the members in my club are young and this is their first experience with investing. I'm sure this is ...
In preparing an audit report for my group I found 2 basis errors in owned securities. I changed the purchase transactions to correct to actual. Basis reports are accurate. Bad news is that I have apparently brought an ex-partner back into the fold All in ...
Obviously not the best place to get information on Cognizant today: Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! www.facebook.com/bivio Follow us on twitter! www.twitter.com/bivio Follow Us on Google+ Click here to Subscribe to the Club Cafe email list. Click here to ...
From: Lynn Ostrem Sent: ‎Wednesday‎, ‎January‎ ‎29‎, ‎2014 ‎8‎:‎18‎ ‎AM To: The Club Cafe Hello John. I learned a long time ago not to get drawn into a public discussion about data! And even though I thought about it for 10 seconds, I wouldn't dare ...
Our Club has been around since 1987. Based on some IRS info from 1997, we have always considered ourselves to be grandfathered as an "Investment Partnership" which did not have to submit 1065's or K-1's either for the club or members. Now that we are ...
The amounts always go in AND out. They are not going to GIVE someone a gift. Linda Sent via the Samsung GALAXY S(R)4, an AT&T 4G LTE smartphone Original message From: Laurie Frederiksen Date:01/29/2014 2:19 PM (GMT-05:00) To: The Club Cafe Subject: Re: [club_cafe] Re: ...
Simple, dramatic demonstration of what to think about when you are seeing "Return Rates" advertised: Is This a "Leap year" for Fund Returns "2008 is now 6 years ago and 2013 was great" Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! www.facebook.com/bivio ...
Here's some news to be aware of when you are considering investments in Chinese Companies. SEC judge bars "Big Four" China units for six months over audits Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! www.facebook.com/bivio Follow us on twitter! www.twitter.com/bivio Follow ...
Hi All, Some of you ask why we discourage you from holding REIT's in your club. It's because we encourage you to keep your club record keeping as simple as possible. Here is a good example of the type of complications you're up against if ...
Looks like I should have been buying my son a share of stock every time I bought him a gadget:: From $400K Macs to 23K IPods Of course if you are looking for trends, I will say his enthusiasm for exclusively Apple products has been ...