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Bitcoin
Interesting statement from the Chairman of the SEC about Bitcoin and other cryptocurrencies: Statement on Cryptocurrencies and Initial Coin Offerings As with any investment, there are tax implications to any type of cryptocurrency transaction.A This revenue bulletin from the IRS discusses some of them.A Some ...
3 messages
Dispersing stocks to members
Hello, My club is comprised of retired teachers who have been together for 20 years. Although not at the point of disbanding completely, we are considering dispersing stocks one at a time among all. I guess that would be considered a partial withdrawal for each ...
8 messages
discrepancy between Bivio and Broker
Our club has recently decided to disband. After selling all stock, the Brokerage shows $750.00 less than Bivio shows. How can I find this difference?
3 messages
Estate Taxes
For those of you who like to learn more about taxes,A this is a nice overview of some of the basics of Federal estate and gift tax rules: Estate Tax Basics Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! A www.facebook.com/bivio Follow ...
9 messages
Partial Versus Full Stock Withdrawals
I'll continue the discussion of stock withdrawals here. As Jack mentioned,A transferring stock in partial withdrawals is not recommended.A The tax rules are different than they are for transfers in full withdrawals where such transfers can provide positive tax benefits. However,A all stock transfers are ...
1 message
Changing Topics on Club Cafe Posts
Good Morning, First just a note.A It is preferable not to start a new discussion topic by replying to a previous email on a different topic. You can always start a new Club Cafe discussion by sending an email to club_cafe@bivio.com Laurie Frederiksen Invest with ...
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Your Emotions And Your Investing
It's easy to underestimate how much of your financial decision making is based on emotions and not on facts.A This article sums it up some ways to avoid that: 4 Ways to Protect Your Retirement Investments From Your Emotions One they've missed is the value ...
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More About ETF's
We've had a steady stream of questions about ETF's lately.A I saw this recently and thought it was a pretty comprehensive discussion of ETF investments.A I thought some of your might be interested in reading it and/or sharing it in your investment club meetings: Inside ...
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Receipts for your Subscription Payments
If you ever want/need to find receipts for past subscription payments, just go to Administration>Subscription. You'll see a "View Receipts" button on that page.A If you click on it, it will take you to receipts for all of your past payments.A They will show the ...
1 message
ISRG Split
We had put options on this stock at the time of the split and the change was reflected in the option prices available. It was actually a split and not a dividend see the announcement by ISRG on the attached link - they state that ...
2 messages
Fundamental Versus Technical Analysis
What do you know? It seems Charles Schwab wants to add some further insight to our recent quiz on Fundamental versus Technical analysis.A A They just posted this article: How to Pick Stocks Using Fundamental & Technical Analysis You'll find it very interesting if you'd ...
2 messages
ISRG Split
Greetings! Two weeks ago our position in Intuitive Surgical tripled. Scottrade says it was 'stock dividend' rather than 'stock split'; in any case the increase never showed up in Bivio. How do i fix this?
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Test Your Knowledge about Stock Analysis Basics
Want to learn more about stock analysis? Here's a 2 minute quiz you can use for yourself or in your investment club meeting to see how savvy you are about some basics: Stock Analysis Basics Like to learn more?A Here's a place to start: Introduction ...
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Investing in ETF's
We regularly get questions from clubs asking if they can invest in ETF's without creating extra accounting or tax work for their clubs. The answer is "It Depends".A All ETF's are not the same.A Some can be accounted for in bivio.A Some cannot. Some can ...
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Blockchains and Crypto Assets
Wow.A This is fascinating and makes me feel old. What are All These BlockChains and Crypto Assets Building? It reminds me of the excitement related to the rise of the use of PC's when I began my career as an engineer. Almost makes me want ...
1 message