Communications
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Building a club website
I am no expert in web design, or technology for that matter! <G> But I would like to comment on Ellen's recommendation for a blog. I visited each club blog she sited as examples, and both of them directed me to their respective websites, elsewhere. ...
3 messages
Webinars & building a club website
Our club is just starting with bivio, and I have 2 general questions: 1) I keep seeing webinars I'd like to join but they're always at the wrong time for me (like this Sunday when our first grandchild is visiting!). Are webinars ever posted where ...
6 messages
valuation of stocks
We had two stocks, one purchased in Nov. 09 and one in Dec 09, of which neither would show the correct valuation until we went into transactions and deleted them and re-entered them exactly the same and we wondered why?
2 messages
Distribution from Net Settlement Fund
We received a check for $1.35 from a class action litigation involving a security that we used to own. How should that be handled in Bivio? Lois P CIGC
7 messages
AWIG 3 deposits on Bivio Record
On December 8 2009, Bivio Shows we deposited 13 checks for $30 each. We only deposited 10 checks which I have identified each member that paid. I do not know what these are and they help to account for the discrepancy in the cash Bivio ...
1 message
Stock Sale
We sold a stock on 12/31/2009. The broker shows that as the sale date. But the settlement date was not until 1/6/2010. On which year should I (or hopefully Bivio) show the short term capital loss? Thanks
2 messages
BIVIO Truncation on Stock Market Vlaue
In comparing my Dec. TD Ameritrade report with the BIVIO NAV report for 12/31/09 I noticed the market value of the portfolio was off by 1 cent.and I was slightly bothered. I soon discovered that for one stock BIVIO had a market value of $1,326.87 ...
5 messages
Ending Club after 10 year
After 10 years, we are now a small club of 8 members at this time, lately it has been difficult. Some members in our club have voice concern that others members have not been pulling their weight in order to have a successful partnership. If ...
6 messages
Disney/Marvel merger
On 12/31/2009, Marvel Entertainment Inc (MVL) was merged into The Walt Disney Company (DIS). This merger is a cash plus stock reorganization, a type of transaction which has become more and more frequent in recent years. Entries for this type of transaction are quite complicated. ...
1 message
Disbanding the club
small investment club 6 members one on leave of absent. Have 10 stocks one mutul fund most of the work is done by me. I want to hold on to the stocks. Any suggestions? Jennifer
2 messages
Two members with same email address?
Cannot invite both members. only one can be invited. How do I handle this?
2 messages
CLWR Rights distribution
CLWR issued Rights on 12/31/2009 that were not synced to Bivio this morning. These rights were issued to shareholders to purchase additional shares at a certain price in the future and trade under the symbol CLWRR. I assume I will have to manually enter them ...
2 messages
Tax exempt interest
Help please!! I received this note from our old treasurer. I am not an accountant and do not know about investing, so I guess I need to know how do I fix this? I have looked at the TDAmeritrade a/c on the website and we ...
2 messages
A Holiday Treat for You!
Hi Everyone, Mark Robertson has provided a fun holiday activity that those of us who like to talk about stocks might like to participate in. You might even find it fun to include in your activities as you gather with friends and family. In the ...
2 messages
Manifest Investing: Special Offer
A number of you may have been aware of our 2-for-1 Black Friday sale ($89 for a two-year subscription) that concluded a couple of weeks ago. We want the bivio community to know that MANIFEST is offering a limited-time offer of $49/year for up to ...
1 message