Last nights Dashboard Diagnostics session reviewed the holdings of a club in Pennsylvania. One of their holdings was the ETF, GLD. Though it's called an ETF, which sounds harmless, this is actually what is known as a "Grantor Trust". Unless you would really like to ...
Also keep in mind that for some club member the long-term capital gain tax rate may be zero. No tax benefit comes from realizing a capital loss to offset a tax-free capital gain. (Yes, in the example given both the loss and the gain were ...
We often hear about the "Rule of 5" when it comes to investing. This is the concept that, for each 5 stocks you invest in, one will do better than you predicted, one will do worse and the rest will do just about what you ...
Hi everyone, If you'd like to see how you might do a monthly portfolio review for your club or even for yourself, I encourage you to attend the Manifest Investing Dashboard Diagnostics that will be held this week on Wednesday, September 22 at 9PM EDT. ...
So well said, Lynn! I agree. Keep up the good work, Bivio! What I get out of Bivio support is well worth a few deletes. Marlene Fondrick Treasurer Diamonds in the Rough -- Sent from my Palm Pre On Sep 19, 2010 11:35 AM, Leo ...
mklema2@cox.net wrote: > >This happened to my son in law from "London," and when I called him he was home and totally unaware, and had to change his email address. Hopefully someone will call Kathy and let her know. Mary K. Carole Jansen <cljansen@verizon.net> wrote: ...
Warner Chilcott has issued a special dividend of $8.50 per share. bivio autosync treated the entire proceeds as a dividend. Based on the guidance posted by the company, treasurers will need to adjust this entry next year when they receive the 1099 before running the ...
Hi Everyone, It's hard to believe but the second Wednesday of September is here and that means it's time for the Monthly Manifest Investing Challenge Club meeting at 8PM EDT. You can register to join at www.bivio.com/club_cafe All are invited to attend. Hope to see ...
There was talk earlier this summer about the problems of clubs investing in REITs due to tax filing. I believe it was said that the club will have to report to every state that the REIT does business in. If I personally, outside of the ...
Hello, We plan to dissolve one of the Investment Clubs I am part of by end of this year. I could not find any instructions on the bivio.com website on a set-up of set of steps to follow to close a club. I reckon that ...
Hello Everyone, Thanks to all who attended the first Club Meeting Meeting last Thursday. We received lots of compliments and are looking forward to future sessions each month. If you're interested in what was presented, you can find it on our new Club Meeting Meeting ...
If you're new to bivio, join us September 9 at 8:30 PM EDT for a free webinar, "Getting Started with bivio!" You can find more information and registration links at www.bivio.com/club_cafe If you have friends in clubs that might be interested in bivio, please let ...
Hi, We love Bivio and have used it for several years. We are 60% full. Each year is a folder of meetings, and some folders are not in a year. We would like to copy some folders elsewhere - maybe on a hard drive, or ...
Are you the organizer or officer of an investment club? Have you ever felt burdened by trying to decide what should be on the agenda for your monthly meeting? Let us provide you with some ideas. We're pleased to announce the start of a monthly ...