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Partial withdrawals || Tax Implications
Cindy, The only way to limit the capital gains to the withdrawing partners is to transfer stock instead of cash. BUT, that is not recommended because the cost basis is different than a full withdrawal and requires changes in the cost basis of the club ...
1 message
Member moving to Canada
Our club is an LLC and one of the members is considering a move to Canada. Can she remain in the club after she moves? Will she have to pay both US and Canadian income tax on investment club gains?
6 messages
FB
Any thoughts on FB in relation to the new APPLE operating system?
2 messages
Rules if member is not submitting stock studies
Our club requires each partner to follow one or two stocks. Each month we require a one page report on the stock or stocks they follow to be emailed to all the partners. Once a year we require an annual report a week before the ...
1 message
Boring Stock Reports?
You know when you're listening to the stock reports during a club meeting and the reporter kind of drones on, and on, and on. It gets kind of hard to pay attention after 4 or 5 of those reports. What do you think are the ...
14 messages
Disconnect Between The Economy and the Stock Market
Very interesting article by Mark Hulbert in Barrons about the disconnect between the Economy and the stock market: The Disturbing Reality Fueling this Bull Market What do you think? Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! A www.facebook.com/bivio Follow us on ...
6 messages
Total stocks in clubs
What is a good number of stocks a club should own?
4 messages
COVID Impact on aging
Here is an interesting article from Market Watch predicting the changes in life for the aging population, my question is do these changes present us with investment opportunities? https://www.marketwatch.com/story/from-travel-and-shopping-to-health-care-life-will-never-be-the-same-for-people-over-60-even-with-a-vaccine-2020-08-17?mod=MW_article_top_stories
2 messages
Online Club with Members in Multiple States
Hello all, We are a small online club and looking to see if other clubs have had this situation. Most of us (club members) have been relocating or moved around but still are involved in the club activities. We have members in PA, NY, TX ...
3 messages
Investing Humor
This made me laugh: Not a bad year on a non-GAAP adjusted pro-forma basis excluding one-time items. A A - Morgan HouselA Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! A www.facebook.com/bivio Follow us on twitter!A A www.twitter.com/bivio Follow Us on Google+ ...
3 messages
BI Georgia Chapter 6th Annual Investor's Education Fair Aug. 27-29
I just wanted to spread the word that the Georgia Chapter is hosting a Virtual Education Fair August 27 - 29. It's going to be online via GoToMeeting so you don't have to be in the Atlanta area to attend. I've attached a flyer with ...
1 message
[bivio.com #236719] [club_cafe] Heads up - Getting Ready for Upcoming Broker Changes
Dear Peter, bivio gets stock pricing from a separate pricing data feed. It is the same one that is used by Yahoo Finance. You probably had a valuation date that was the brokerage statement date because long ago, that was the only date you could ...
1 message
Heads up - Getting Ready for Upcoming Broker Changes
In this second half of the year three brokers commonly used by clubs are being Acquired. TDAmeritrade is being acquired by Schwab Folio Investing is being acquired by Goldman Sachs E*Trade is being acquired by Morgan Stanley If your club uses any of these brokers,A ...
25 messages
Heads up - Getting Ready for Upcoming Broker Changes
The brokerage would flip out and cancel all access if they knew all members were logging in with the same user name. That is illegal. Only those with authorized access and their own username should access account. Linda Wiltse Pointe Players Sent from my LG ...
1 message
Account Sync Goldman & Morgan Stanley
Laurie, Goldman Sachs and Morgan Stanley, two of the brokers your recent "helpful hint merger email" referenced are not currently in Account Sync with bivio. Is bivio in process of adding them as bivio AccountSync partners or should clubs currently in Folio or E*Trade plan ...
2 messages