We recently had some discussion among our members on our email voting policy. (Below you will find our email voting policy) Does any other club allow email voting? What do you do & how do you administer it? Wayne J Email Voting Guideline The use ...
In our treasurers training webinar last night about Non Monthly Treasurers Tasks, we discussed the information you will need from your partnership agreement to enter a withdrawal. It is: 1. Withdrawal valuation date a. What date will you use to establish what the member is ...
For anyone who is attending tonights webinar on Non Monthly Treasurers Tasks and would like the handouts ahead of time, they're now posted on the bivio Library page in the New Treasurer section. The link to the bivio library is: https://www.bivio.com/hn/library-faq.html There's still room, if ...
Do the current gyrations of the stock market have you totally unsure what you might do next? You might be interested in learning about trading options. We're not talking about gambling. Options can actually be useful tools to help protect the value of your portfolio. ...
At the meeting last night of a new model club I am a part of, we began an interesting discussion of setting goals for ourselves. It was rightly pointed out that it will probably help our group decision making process if we establish a framework ...
To help you in your quest for positive relative returns, don't forget that tonight is our monthly Dashboard Diagnostics webinar. Each month, Mark Robertson from ManifestInvesting analyzes the portfolio of a real club and discusses ideas they might implement to increase their IRR. Tonight's club ...
I am a big one for figuring out why my accounts don't balance to the penny. Not for financial reasons but because I enjoy the hunt and I enjoy solving the puzzle. For those out there who can relate to this mindset, I encourage you ...
There were some interesting questions that came up during Saturday's Webinar on Benchmarking Your Portfolio. One person asked whether it was a good comparison when their financial advisor gave them a rate of return he'd achieved for their investments and gave them, as a comparison, ...
Congratulations to Benjamins Babes from Greeley Colorado! You were the winners of a 1 year bivio subscription in the drawing held on Saturday for the tax season Gold Star Clubs. Congratulations to all clubs who completed an audit and their 2009 taxes successfully and entered ...
When our club did the sync from NIAC Accounting to Bivio everything went fine except for one member. The member has withdrawn from the club but showed up as an active member. When we attempted to correct, then this member was OK but other withdrawn ...
I know this topic seems to be discussed a lot but I wanted to ask a couple specific questions. One of our members is withdrawing and our bylaws state the valuation date of the members account is the first meeting following the written notice of ...
Hi Everyone, Just a reminder that the ManifestInvesting Challenge Club meeting is tonight, online, at 8PM EDT. All are invited to attend. You can listen or actively participate in the stock picking discussion. Tonight we'll be discussing two stocks which were the topic of online ...
As holder of this volatile stock we are very interested in any potential liablility for the spill from this company. Everything I have read says it is not a RIG problem, however all seem to be blaming each other now. Does anyone have some facts ...