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The Latest Got-To-Have-It Technology
Have you gotten one of these yet?A The Ikea Book Book Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! A www.facebook.com/bivio Follow us on twitter!A www.twitter.com/bivio Follow Us on Google+ Click here to Subscribe to the Club Cafe email list.A Click here ...
3 messages
Consult Your Tax Adviser
Dear Mike, You raise an issue that is a pet peeve of mine.A People say "Consult your tax advisor" as if we all have one in our front pocket.A I agree with you that many people do not.A A I think many people promoting investments ...
2 messages
Disbanding
I have been Treasurer for my partnership for over 15 years and my comments are often prefaced with, "I read that " but I never presume to offer advice of a specific nature. If I have read about something, I generally share the gist as ...
2 messages
Reimbursement of a withdrawal fee
We withdrew to much money for a withdrawal fee. We want to reimburse the member. There is no category for this and we cannot make one. What we did was log it as a non deductible expense under flowers.
2 messages
Disbanning
No, the money cannot be put in a 401k if that is what the person is asking. The fairest thing to do is to sell stocks and pay cash to everyone. Otherwise tax implications will be unequal. You will still need to file a tax ...
5 messages
Disbanding
Mike: I also have been doing my own taxes since 1990 using Turbo Tax, Tax Cut, Tax Act, etc with some fairly complicated situations, You are correct that 99% of people do not have a tax adviser. However, I view the "consult with your tax ...
1 message
Bivio Files Archived Directory
Earlier today, I was working in the Files area of our Bivio account. As I was adding and moving files, a new folder named "Archived" suddenly appeared in the folder list. Files from one of our other subfolders were duplicated here - I used an ...
3 messages
withdrawal fee
Hello All, I am writing again about our club's withdrawal fee. Our club charges a withdrawal fee which at times can amount to a sum of several hundred dollars. How should this be entered in Bivio accounts so that the withdrawing member's records are correct ...
9 messages
From Overwhelmed to Empowered - Why You Should Start or Join An Investment Club
Are you or your friends interested in learning more about investing? Joining an investment club is an ideal way to do that. Join us online on Sept. 10 at 8PM ET and find out why. Have you ever considered starting an investment club? Do you ...
4 messages
Diversification
Here's an interesting question.A There's a lot of information out there that says diversification of your investments is important. But,A if you diversify into things you have no expertise in, for example companies with business models you don't understand or other assets such as commodities ...
7 messages
Transferring Shares That Have Gone Up in Value to Pay a Withdrawal
Hi John, I'm not sure why the other members would have an issue transferring your appreciated stocks.A They have postponed recognizing the gains in them which is a good thing.A A Your club could also repurchase them immediately if they still liked the companies and ...
3 messages
What Day of The Week Do Your Investment Clubs Meet?
If you're interested in sharing, here's an interesting question that people considering starting an investment club might like to know more about. What day of the week and what time of day do you usually hold your investment club meetings? If you'd like to share, ...
1 message
Disbanning
If 5 out of 7 want to dis-ban, can we dis-ban?
5 messages
Tax Inversions and Your Investment Club
The hot topic for investors these days is tax inversions.A These happen when a company reorganizes from being based in the US to being based in another country in an effort to avoid US taxes. There are several companies that are popular in the bivio ...
1 message
withdrawal fee
Thank you all for your information on the Withdrawal fee topic. On Tuesday 26/08/2014 at 11:34 am, John Rice wrote: I agree with Mike. We do have a withdraw fee, although we should call it a penalty to discourage someone from joining and then leaving ...
4 messages