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Fees vs. Payments
The club I belong to has been having members pay in additional funds to cover club expenses such as the Bivio subscription. We would split the cost among all members and the amounts taken in totaled the exact amount of the subscription. These expense contributions ...
3 messages
cannot delete withdrawn member
I withdrew a member, then discovered dividends that had not been posted prior to withdrawal. now i want to delete and perform the withdrawal again, with correct numbers. Bivio will not let me delete the withdrawal. what next? deannie
2 messages
Following Your Stocks-Profitability
It's time for another in our successful Club Meeting Meeting series! Join us this Thursday, December 2, at 8:30PM ET Question: Once you own a stock, how do you decide how long to keep it? Answer: You should follow its earnings reports and regularly re-evaluate ...
1 message
Only One Day Left!
Don't forget, we'd love to have you as friends for our new Facebook page. If you "like" both the bivio and the Manifest Investing facebook pages by the end of the day Monday November 29, you will be entered in a drawing to win a ...
1 message
Happy Thanksgiving
Isn't Thanksgiving a great holiday? It's a day in the middle of the week when all you need to do is to share a nice meal with people you care about and think about all the good things you have in your life to be ...
1 message
Restatements, GMCR and Projecting the Future
When we make projections about the future success of a company, we rely heavily on data from their past. It is important to be aware if that data changes. Green Mountain Coffee Roasters (GMCR) announced in September that they had found a 7.6 million dollar ...
1 message
Partnership vs. LLP
Hi - Are there any benefits to starting an investment club under an LLP business entity vs. General Partnership?
3 messages
Are Any of Your Investment Clubs Talking About the GM IPO?
If you are, you might be interested in this perspective by Mark Robertson of Manifest Investing. http://www.facebook.com/note.php?note_id=130388533684374 The article also includes some very interesting perspectives on IPO's in general. -- Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! www.facebook.com/bivio Follow us on ...
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Good Food, Good Friends, Great Places
One of the special things about the investment club community is our connection to others with our same interests in great places all over the US. One of the fun things to learn about is what makes each of our hometowns special. During the holiday ...
1 message
What Should You Do When a Stock Price Increases Quickly?
Here's a nice problem to have. You bought a stock in September and it has already increased in value 33 percent. That's more than you expected to happen for several years. Should you keep it or move the money into something with a higher potential ...
1 message
IRS Penalties
At our Getting Ready for Tax Season webinar last night we heard from several clubs who had actually received penalty due notices from the IRS because they didn't file their club returns correctly. One club had sent them in in March, but received a notice ...
6 messages
where can I find performance review graph?
On my club website, where can I find performance review graph and monthly summaries? Thanks. South Shore Seniors investment club
2 messages
club_cafe: Initiation Account
Our club simply advises new members that their first contribution only (of $100), while credited to their account , will IAW the Partnership Agreement be deducted upon their withdrawal plus any other direct expenses necessitated to liquidate their interest. (I suppose we have never seen ...
1 message
Initiation Account
In our club all new members are charged a one time $100.00 fee upon joining the club. Are there any suggestions on how I can take care of the accounting side of this transaction. Wayne
4 messages
Projecting the Future
Wouldn't it be nice if we could do this with confidence? Obviously, there will always be unknowns when trying to project the future of a stock price but there are a lot of things you can learn that will help you make much more educated ...
1 message