Hi Everyone, This month's Dashboard Diagnostics session will be online, this Thursday at 8:30PM ET. In the Thanksgiving spirit, Mark Robertson from Manifest Investing will be discussing a very interesting portfolio from an investment club in Plymouth Massachusetts. The session is free and everyone is ...
Hi Everyone, I apologize but I made a mistake on the date for the Getting Ready for Tax Season Webinar. It is Sunday November 14 at 8PM, not February 14. We had 2 inches of snow where I live last week. I guess in my ...
Hi Everyone, Time to start spending a little time thinking about tax season before the end of the calendar year. Join us for a free webinar on Sunday February 14 at 8PM ET. We'll give you a brief overview of what will be required of ...
We have everyone make out 4 checks once a year - one for each quarter. They leave them undated because a few times we have decided to deposit early. Members have been great about trying to make my job easier as they recognize how much ...
Greetings, We are having a constant problem of getting members to pay on time. We collect quarterly and have to chase down the same two members every quarter. How do you handle these situations if you ever encounter them and is it wise to include ...
we are adding each of our members with the initial balance on the switchover date. We have total paid for each member. we don't know what to put in the earnings allocated field. Also, the units field. thank-you - UYA
Just a reminder that tonight is the monthly Club Meeting Meeting webinar. We'll go over a sample club meeting agenda, and discuss how to do a portfolio review. The Valley Ventures club in Colorado has been gracious enough to allow us to use their portfolio ...
In this month's Club Meeting Meeting on Thursday, we'll discuss estimating revenue growth as our educational topic and suggested club activity. While it is easy to see how a company has grown sales in the past, once we own their stock, we want to keep ...
Not sure I'd refer to this as an investment http://marketplace.publicradio.org/display/web/2010/11/01/am-is-rain-a-good-investment/ I wonder if there are any special tax consequences of owning this? It certainly gives a new twist on the idea of a Rainy day fund. :) -- Laurie Frederiksen Invest with your friends! www.bivio.com ...
Hi everyone, If you need some ideas for stocks to study, this month's bivio dozen is hot off the press from our friends at Manifest Investing. https://www.bivio.com/expected_returns/mail-msg?t=183630600003 -- 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
We have had a family investment club for 18 years as a general partnership. We have been told that if we incorporate, the Corp can pay the taxes. Has anyone tried this, and if so which type of corporation should we use? Some of our ...
Hi Everyone, It's almost Halloween weekend. Does anybody have any scary investing stories? One of the first stocks one of my clubs bought was a telcom stock during the telcom bubble in the late 1990's. It certainly scared us. As it dropped, we realized we ...
Hi Club Cafe - New Member here with some questions on investment club structure. I want to help groups of investors form investment clubs. These clubs have agreed to pay me for administrative services and accounting services (organizing club meetings, minutes, accounting). I will not ...
The Microsoft earnings conference call is this afternoon, 5:30 EDT. You can sign up to listen to it here: http://www.microsoft.com/investor/Events/default.aspx It's always fascinating to listen to these and then to read the journalists interpretations of what was said. It definitely gives you perspective on how ...