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club_cafe: Watch list
Marcia, There is a place in Bivio under your club where you could do this. However, I think it is best to simply bulk email it out a week before the meeting to the members. Many members don't go on to Bivio,com. You could also ...
2 messages
Watch list
I am throwing this out to the club cafe as you have come up with such great suggestions before. Our club would like to have a watch list of stocks we have taken a look at but feel that now is not the time to ...
5 messages
Fun and Motivation for Your Club
We sometimes have clubs ask "How can I get my members more motivated?" Here's an idea. How about entering a virtual portfolio contest? Manifest Investing runs a contest called the Groundhog Stock Selection contest each year. All you need to do is pick 5 stocks. ...
1 message
club_cafe: Valuation Dates and Trying to Keep Everyone Equal
Laurie, I agree with you completely. When I was treasurer of my first club starting 15 years ago, the club wanted everyone to stay equal. I would get the payments, sometimes late, and would deposit them in our bank account, but date them on the ...
3 messages
Walk me thru a simple withdraw
Hello everyone, Any help would be appreciated. I need to withdraw a member and here is the facts. Withdrawing member is owed 1,040 dollars minus a 3% fee. Nine remaining members would like to equally contribute the 1,040 dollars, so we do not have to ...
3 messages
Removing Guest Privileges
Our club's homepage has an Invite feature whereby I can extend invitations to club members and guests; however, I can not find how I would eventually delete or remove a non-member guest should they not become a club member. There are instructions on how to ...
2 messages
Compounded Annual Return Calculation
Hello does bivio calculate a COMPOUNDED annual rate of return for the entire portfolio including stocks that have been sold? The understanding is that 14.9 % is the ideal return to double our money over five years. Thanks.
4 messages
cash dividend1 message
Problem Email
Hi Everyone, I am sorry about this recent tax solicitation email. I have removed this person from the Club Cafe list for violating our Terms of Service. -- 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
Tax information
What is form 8893 and is the club supposed to file this with the IRS? What is a Consolated Audit? The box for this is checked in the questions about the club. Is this the default question for this question? Royal Schnell at e-mail royal5@frontiernet.net
5 messages
2010 Tax Program Released!
The 2010 bivio Federal tax program has been released! It is available to any club with a current bivio subscription (including free trials). You will be able to access and use it by going to Accounting>Taxes. State taxes for NY, NJ and PA are also ...
3 messages
Valuation Dates and Trying to Keep Everyone Equal
Hi Christine, It is very difficult to do club accounting and keep everyone "equal" though I understand how many clubs start out thinking this is important. My own club felt this way for many years. But, a club should be a longtime group and sooner ...
1 message
Electronic Brokerage Deposits
Dear Linda, It sometimes gets confusing because there are electronic transfers and there is electronic bill pay. We do not use electronic transfers. These usually require the sending and receiving accounts to be established under the same name. We use electronic bill pay. This is ...
6 messages
Member Withdraw ?
I have read a lot of the message board looking for my answer and have been unsuccessful, so here goes. A member is withdrawing from our club. Members of the club have raised the following questions.On each question assume they are all cash buy outs. ...
8 messages
OPIONON REGARDING VALUATION DATES
Dear Sirs and fellow Bivio Users, I would like to ask your opinion regarding Valuation, - when a member makes a contribution the more accuarate valuation date to use is: a) the valuation of the NAV of the day before the contribution b) the valuation ...
12 messages