Communications
club_cafe
HelpRegister
What's Hot and What's Not - September 2017
Great Photo! From: club_cafe@bivio.com [mailto:club_cafe@bivio.com] On Behalf Of Laurie Frederiksen Sent: Tuesday, October 03, 2017 12:31 PM To: The Club Cafe <club_cafe@bivio.com> Subject: [club_cafe] What's Hot and What's Not - September 2017 Is there still potential for these stocks? Wonder what other bivio investment clubs ...
2 messages
What's Hot and What's Not - September 2017
Is there still potential for these stocks? Wonder what other bivio investment clubs are buying and selling? Here are the top Active Buy and Sell lists for September 2017 by Ticker. Also shown is the Yahoo analysts 1 year growth consensus as of 10/3/2017. If ...
1 message
Tax Member IRS Form
A few years ago the IRS came out with a new form to identify which member of an investment club was the "Tax Member". The Tax Member is the member the IRS will contact if it has any questions about the club. I am in ...
5 messages
Tax Extension Filing Deadline Reminder
Just a reminder.A If you filed for an extension for your 2016 investment club taxes, A they are due this Friday, September 15. Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! A www.facebook.com/bivio Follow us on twitter!A A www.twitter.com/ bivio Follow Us ...
3 messages
Irma and Stock Pricing
Hi All, Hurricane Irma has further reaching affects than just Florida. The company we get our stock price data from to update your club records each day is in Boca Raton.A They were affected by the hurricane and are having to move their data to ...
3 messages
Valuation date is now correct
Laurie The valuation date in Bivio is incorrect. When I go to Accounting>Investments the valuation date is 09/08/2017. Do you know when the date will be corrected? Thanks, Gene
1 message
Funds
Can investment clubs invest in funds? What are the pros and cons of a club investing in a stock or bond fund ?
4 messages
What's Hot and What's Not - August 2017
Wonder what other bivio investment clubs are buying and selling? Here are the top Active Buy and Sell lists for August 2017 by Ticker: Buys Rank Ticker Clubs Buying A 1 AAPL 41 A 2 AMZN 35 A 3 FB 31 A 4 T 30 ...
1 message
New Trade Settlement Date
When you purchase or sell stocks, A you don't actually receive the stocks or the proceeds of a sale until the Settlement date.A Up until September 5, A this has been 3 business days after the trade date.A Starting September 5, A the Settlement date ...
1 message
Making Sure You Have Correct Valuations
Hi All, It's spring cleaning time. A Making sure you have correct valuations in bivio is critical. Without correct daily valuations, A your club and member records will not be correct.A Neither will any tax reporting. A A Here is a check you should do ...
3 messages
Does a club need a trade name?
Our club has been around since 2013. We have a Federal Employer Identification Number (EIN) and our club name has been filed as a trade name with the state of Colorado. Each year we renew our trade name with the state, but this year I'm ...
2 messages
value of club
(In New York): Does it cause a problem tax-wise or due to definition of "investment club" if the value of our assets were to exceed $1 million? Linda "Pointe Players" Virus-free. www.avast.com
1 message
Investment Seminar Expense Deductions
Interesting article from one of my accounting sites.A Have you ever wondered why you can't deduct the cost of attending investment seminars? Why There's No Write Offs Allowed For Investment Seminars Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! A www.facebook.com/bivio Follow ...
1 message
Cash balance
We use Folio investments as our broker. We often are off a penny or two in our cash balance between them and bivio. Their rounding seems to be the problem. Do I need to make this balance?
4 messages
advice needed
Our club uses Fidelity, and aside from issues with changing officers (which is a pain), we are happy with them. We often call and ask for free trades and they usually accommodate us. There are a couple of people in the club who want to ...
4 messages