Hi, We have had a General Partnership for just under 10 years. There is talk amongst the remaining members about dissolving the partnership and closing our Accounts with the bank and broker as well as with bivio. My question is, if our club dissolves in ...
Mark Robertson has begun a new monthly series at bivio called Dashboard Diagnostics. He will be analyzing and discussing club portfolios. To request a public review of your club's portfolio, submit your story to Mark at expected_returns@bivio.com. Over the course of the coming year, he'll ...
Our club owned Northfield Lab which is showing on our TD Ameritrade statement with a very small market value, yet the company filed for bankruptcy on 10/2/09. How should we handle this--especially as far as taxes in 2009 are concerned.
Andy: I have pasted below the response I provided in November to a similar question. I feel an annual report can be based on the data contained in the bivio reports, but should contain more analysis. I feel that it is my responsibility as treasurer ...
Andy Attached (I hope that the attachment will work on this site) is the cover and contents pages of our annual report. Note that the pages are Bivio reports. As I mentioned, some of our members are not too computer savvy and this report is ...
To: Cheriylyn Peay and John Rice That's' all very nice that your members are computer savvy and are able to get the info on line from Bivio. I belong to two clubs for seniors and am treasurer of one of them. Unfortunately, many of our ...
I know this question has been asked before but I never did see any examples of club annual reports posted. I know everyone might be a little concerned with posting actual information but would anyone be willing to just share a general template for a ...
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. ...
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 ...
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?
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
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 ...
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
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 ...