I hit send before I was quite done editing. Please just ignore the previous message (can it be deleted?) and read this one instead. Ellen, Having the new members "buy out" the withdrawing members is not the way to approach this. Pay the withdrawing members ...
I have already apologized, profusely, to Jim for mistyping his name. Well, profusely, for me. As I said to him, you'd think that after corresponding together for 10 years that I could get his name right. << Rip West sent me a link to this ...
Our Club is thinking of switching to Folio Investing. Our Investment club is registered as a general partnership. We are a better investing member club. Can we get the free folio account? We use Tradeking as our brokerage and from 2011 they started charging 200 ...
If you have a Folio account, you may have received a message today telling you your AccountSync has been deactivated. This has happened because Folio has added a "confirm your email" screen that must be completed before your account can be accessed. To fix the ...
Good Morning Everyone, Just a reminder that tonight is Dashboard Diagnostics. Mark Robertson of Manifest Investing will be diagnosing the portfolio of a professional fund manager, Whitney Tilson. It's a great opportunity to compare how you're managing your portfolio to how he is managing his! ...
i found that the bivio solftware does indeed know whether a dividend is qualified or not. so i guess i just put 'dividend' and it does the rest. i found this on a dec 2004 post. I guess you guys were just tired of that ...
Our bank suddenly imposed a new large user fee for our club. As a "business account", they charged us $53.67 for deposit slips, and will probably charge when we have to order new checks. Is this happening to other clubs, and how are they dealing ...
does bivio software determine whether a dividend is qualified or not? apparently it has to do with length of stock ownership. do i have to determine that? some of my dividends generate as dividends and others as qualified dividends. i think i've been using the ...
i think i forgot , halfway thru the year, to call my qualified dividends qualified. they a re listed as 'dividend". Or did the ex-dividend determine that? i haven't studied the list enough to recognise if there are some who should not be on the ...
Ok, I know I have asked a similar question in the past but I'm going to ask again in a different way and hopefully some of you guys can give me some advice on a better or more efficient way to do this. Our club ...
The name of the club whose portfolio is being used as our demo portfolio tonight is Cents and Sensibility. Don't you find club names like this compelling? They make me want to start a conversation with the members because I am sure to find out ...
Our Club purchased 5 books to 'sell' to new members. When a book is sold, can I enter a deduction of the expense? It is certainly not Income, is it ? Also, I need to know why the Bivio Records in my accting, many times ...