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Sunsetting a club
We are preparing for the future when we will want to sunset our club. We have considered two options. First option - Sell all stocks and disperse cash according to shares owned in the club Second option - If the number of shares of each ...
3 messages
Schwab Takeover of TDAmeritrade
The TDAmeritrade merger with Schwab was finalized on October 6.A AMTD was no longer trading as of October 7. I assume all of you who have TDAmeritrade accounts have received a note from Charles Schwab like my club did. They've set up a welcome center ...
14 messages
Some examples of 1 page summaries
Please review and comment. Our small club of retirees has had issues with participation and common approach to stock analysis, so I adopted Linda Glien's approach to a one-page graphic summary sheet (backed up by a SSG). I presented this to our club and they ...
14 messages
Does Your Club Have/Use a Beneficiary Form?
I just had a Club ask me if we had a Beneficiary form? In my two Clubs we do not, yet we had a Partner die in both Clubs. In both cases we gave the Partners funds to the surveying spouse. What would have happened ...
8 messages
Partial withdrawls || Tax Implications
Our partnership agreement currently states that, "Partial withdrawals are not allowed". Our group started several years ago and the members' holdings are substantial. The substantial holdings + the volatility of the market has led us to rethink our own position on this topic and we ...
7 messages
Boring Stock Reports?
Hello Mark, Is there a way to get a copy of this document.A I think this is excellent tool for a quarter report. Thanks, Mark From: "Mark Eckman via bivio.com" <user*24054700001@bivio.com> Date: August 15, 2020 at 3:26:32 PM CDT To: club_cafe@bivio.com Subject: Re: [club_cafe] Boring ...
4 messages
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