I just set up our brokerage sync at bivio but don't see any way to make them synchronize. Does it just automatically happen at some point during the night or am I missing some button? Mike
Sounds like a silly question but there lots of pages "intentionally left blank" on our Club tax return. Can I remove these before sending to the IRS or should I leave them?
On Mon, Feb 14, 2011 at 12:04 PM, < slinebongiovanni@aol.com > wrote: What is the address for the IRS? The address you will use to send your return to depends on your state. Here is a copy of the portion of the IRS instructions which ...
This month bivio and Manifest Investing bring you an extra special treat. Many of us started our investment clubs after reading about the Beardstown Ladies. The idea of having fun and learning to invest with a group of friends really appealed to us. In the ...
I have produced the K-1 files necessary for myself and my members. My question is, Do I need to file the partnership separate with the form -1065 along with Schedule D and supplementary information? Is it sufficient to just file the k-1 on my tax ...
Our club is officially starting next Saturday and I am sure I will have several questions as we go. My first question regards the partnership agreement. We are starting with 23 members as of now and have a cap of 25. I am sure in ...
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 ...
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 ...
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. ...
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 ...
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 ...
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 ...
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.