Relative returns graphs for all clubs participating in the Quest for Positive Relative Returns have now been updated through May 1, 2011. You'll find the links to your updated graphs on your club pages. I've also put together a composite graph that you can use ...
Our club wants to allow custodial accounts. Is there anything that we should be aware of? This is the wording I'm thinking about adding to our Partnership Agreement: Custodial accounts are permitted as long as the parent/guardian is a member in good standing. Custodial accounts ...
That's what it's all about. Hope is what moves us forward in life. Hope is what pushes us to move out of our comfort zones and grow as investors. We received a wonderful comment from one of the people that attended the Dashboard Diagnostics session ...
Laurie can you give me idea when I will get my refund? Miss you guys In a message dated 5/24/2011 7:31:50 A.M. Pacific Daylight Time, laurie@bivio.biz writes: If you've ever felt constrained by some of the "rules" you've been given about choosing investments, you should ...
If you've ever felt constrained by some of the "rules" you've been given about choosing investments, you should find tonights Dashboard Diagnostics session very interesting. It's good to have guidelines to use when you're beginning to learn to invest, but, as you gain experience, it's ...
I am wondering when the 2011 tax forms will be available from Bivio so we can file our final federal return. Our club stopped investing activity a couple of months ago. Howard Fabry, Treasurer Univestors, LLC
I would like to know if Calumet Specialty Products Partners, LP (CLMT) is the type of partnership that may result in tax filing problems with Bivio. It is not listed on the "Before you Invest" list on Bivio but it appears as it may be ...
Just a reminder that this Sunday we'll be doing the final session of our three part investment club treasurer training series. This webinar will give you an overview and chance to ask questions about some of the treasurer tasks you do less frequently. We'll discuss ...
I must be missing something but I cannot find a report that shows how our stocks are doing. For example, the MicNOVA Model Investment Club of Northern Virginia: We bought SYK on 3/2009 for $1,004 and current value after 25 months is $1,945. I believe ...
Just a reminder that the next Manifest Investing Challenge club meeting is tomorrow, May 17 at 8:30PM. It's virtual. It's online, it's free and everyone is invited. You can just listen or you can participate. Last months meeting included a lively discussion about ABAT. What ...
The recording from the May Club Meeting Meeting is now posted at www.bivio.com/clubmm . You will find links to both the full presentation and the educational topic only. The educational topic presented was "Investment Club Accounting-An Orientation for All Club Members" We got some nice ...
Our bank account has fallen out sync with our Bivio account and I need to get the bank balance corrected. I can't figure out how to enter an adjusting amount to the bank balance without attributing it to a member or another account. Is this ...
If anyone has sample bylaws or a partnership agreement that addresses online or out-of-state members could you please send me a copy? I am trying to revise our bylaws to allow one of our members to remain in our club as he moves out of ...