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Do You Think The US Tax Code is Too Complex?
So does the head of the IRS. Here's an interesting speech he gave recently at the Harvard Kennedy School of Government. It's nice to know we're not the only ones who think some of the tax rules are ridiculously complicated. http://www.irs.gov/newsroom/article/0,,id=249735,00.html -- Laurie Frederiksen Invest ...
1 message
Annual club audit after club disbands
Is there a reason to have the annual club audit after a club disbands? Our club is disbanding next month; the checks will be issued on the 16th. We normally do an annual audit after we get the 1099s from the broker and before we ...
2 messages
What Percentage of Pepsi's Value Comes From Selling Pepsi?
In last nights Trefis webinar, the attendees took some polls. One of them was, "What percentage of Pepsi's value comes from selling Pepsi?" What do you think? We're running the same poll on our Facebook page. www.facebook.com/bivio It's pretty interesting. Let us know what you ...
8 messages
REIT's
Hi everyone, There is a lot of marketing out there promoting REIT's as investments. We get a fairly regular stream of questions about whether these are good choices for investment clubs. I'm curious. What is it about them that attracts your attention? -- Laurie Frederiksen ...
11 messages
Challenge Club Meeting Tonight
It's a busy week. The Challenge Club is meeting tonight at 8:30PM ET. Everyone is invited. You can register now to attend at https://www3.gotomeeting.c om/register/487825366 -- 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
1 message
Dashboard Diagnostics Tonight, 8:30PM ET
Good morning everyone. Just a reminder that Dashboard Diagnostics is tonight at 8:30PM ET. Mark Robertson from Manifest Investing will be reviewing the portfolio of a real bivio club from Tucson Arizona. It's free and everyone is invited. You can register now at www.bivio.com/club_cafe -- ...
1 message
Folio deposits
When sending member payment checks to Folio, where our club has an account, does each member need to have an account too?
2 messages
Fresh start
Since I took over as treasurer of my club, there has been an $8 error in the account total for our bank. I have not been able to find out why, only that it was there when I got the books and has remained exactly ...
2 messages
Trefis Webinar This Thursday at 8:30PM ET
Good morning everyone, Hope you are planning to join us online this Thursday at 8:30PM for the Trefis webinar. Here's one of the benefits they offer. Every day, you'll receive an in depth analysis of a company in your email. Every week, you'll receive a ...
1 message
Graphical Snapshot of Investments
Does anyone have suggestions on graphs for tracking the returns of your stock portfolio, perhaps for 6-month time periods. I'm looking for something that can give a quick snapshot look at how our portfolio is doing. I can enter the valuation data each month. Excel ...
3 messages
Stock Purchase - Checking on Company
Despite its french name, Du Pont is an American corporation. There are no tax issues associated with it. Ira Smilovitz In a message dated 11/13/2011 11:09:53 P.M. Eastern Standard Time, abutler911@gmail.com writes: Hi All - My club is considering purchasing the following company - Ticker ...
1 message
Stock Purchase - Checking on Company
Hi All - My club is considering purchasing the following company - Ticker - DD DU PONT (E.I.) DE NEMOURS & COMPANY I just wanted to check and make sure there are no hidden tax implications with this purchase. Any information would be much appreciated. ...
2 messages
FILES: moving many files at once
I have been a member of the Model club of the Washington DC region, MicNOVA for 3 yrs. The stockwatcher files are a mess, with lots of old files that are unneeded, but not yet ready to be trashed. The members are not organizing/deleting their ...
5 messages
11/11/11
Hi Everyone, It's a day to celebrate the number 1 We need 1 more person to "Like" our Facebook page and we'll have 400 friends! If you aren't a friend yet, we hope you'll become one. Just go to our page, www.facebook.com/bivio and click on ...
3 messages
EIN Number Email Scam
Good morning everyone, As you know, you are required to have an EIN number for your investment clubs. This is your IRS business identification number, similar in many ways to your Social Security number. Just so you are aware, there are bogus emails out recently ...
3 messages