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Relative Returns Graph for Your Club-Staying Motivated
On Mon, Apr 25, 2011 at 3:32 PM, Amy Carlson < amy.carlson@comcast.net > wrote: We have been a club for almost 10 years and we (I think) are doing quite well right now. But, up until now we have hand feed everyone on how we ...
2 messages
An Orientation to Investment Club Accounting
An investment club is an investment partnership for accounting and tax reporting purposes. This impacts the way your club records need to be kept as well as your personal tax situation. If everyone in your club has a basic understanding of your club record keeping, ...
4 messages
Comparing our returns to other clubs?
We just met last night and our club continues to be impressed by our stocks' performance. I'm wondering if our returns are common with what other clubs are experiencing or if we're actually doing what we set out do MAKE MONEY. :-) Is there someplace ...
5 messages
Investment Club-friendly Discount Brokerage?
We've been struggling with getting reimbursed for expenses by our brokerage house. See, we don't have a checking account in our club's name (too expensive for our small group) and we cannot get wire transfers or checks made out to any other name than our ...
2 messages
State Partnership Tax returns
We are an online club and are looking for a list of states where we would be required to file a partnership return. The real issue is in our search for new members, are there states we want to avoid. We registered our club in ...
8 messages
Challenge Club Meeting Tuesday Night!
Just a reminder that the Manifest Investing Challenge club will meet Tuesday April 19 at 8:30 PM ET. It's online and free and everyone is invited. You can participate in the lively discussion or just listen and learn. There's always a lot to talk about, ...
1 message
Diving Into Financial Reports-Recording Posted
Hi everyone, We got lots of nice comments from those who attended our April Club Meeting Meeting presentation: "Thanks, Laurie! The presentation is very informative and has indeed lessened my fears of reading financial statements. I have passed it on to my fellow club members. ...
1 message
Questions For Filing MN State Investment Club, LLC Partnershi...
Rip, thanks for your prompt response and for your support to questions from the bivio community. Lynn, thank you for the conversation last Saturday and for pointing me in the right direction. Butch Lang Rosemount, MN In a message dated 4/18/2011 8:55:44 A.M. Central Daylight ...
1 message
Questions For Filing MN State Investment Club, LLC Partnership Return For 2010
I've been working with investment clubs for 44 years but mostly in ND and this is the first year I've had to deal with the MN state M3 & M3A as a part of a MN state investment club return. In Oct 2010 I organized ...
3 messages
Have You Thanked Your Club Treasurer?
Good Morning Everyone, Here we are. Happy due date for 2010 Income taxes! Filing and paying taxes is certainly not the most fun part of being an investor but it is part of what you need to learn about and deal with if you are ...
1 message
Income Tax Filing Dates
Hi Everyone, Just a heads up. I just learned something. While the due date for Federal personal and partnership returns is Monday April 18 this year, the deadline for returns for my state of Michigan is still April 15. If you still need to file ...
1 message
Dashboard Diagnostics-Thursday 8:30 PM ET
Join us for for this monthly review of a real club portfolio. It's free and everyone is invited. Register now at www.bivio.com/club_cafe Laurie Frederiksen
1 message
finding topic of interest
I used to easily find subject of interest by searching for that word. how do i do that now? also, i was just now given the option "do not send message to club members." would tht keep me from getrting all these bvio messages, if ...
1 message
Leaving Member
Lynn--look at what Lynn had to say--seems to be good advice to me. Original Message From: "NICOLE MOORE" <jandnmoore@aol.com> To: ckwils@mchsi.com Sent: Sunday, April 10, 2011 5:24:33 AM GMT -08:00 US/Canada Pacific Subject: Re: Leaving Member Hi Colin, Our PA says that we can use ...
6 messages
Club disbanding: understanding about transferring appreciated shares
The Stockettes Club of Maryland is finally disbanding after 15 years. (With only 6 members, there were decision-making differences). One or 2 members might want to have appreciated stock transferred to us. The club and I still do not understand the tax implications of this. ...
22 messages