Communications
club_cafe
HelpRegister
Member Contribution
Laurie, We have a member who wants to make a sizable contribution to increase his holdings in our investment club. I'm aware it doesn't affect the value of other club members, and his contribution will buy "units" which will result in recalculation (downward) of each ...
11 messages
The Real Story
From our friend Morgan Housel.A The real news for today: An Honest Stock Market Update Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! A www.facebook.com/bivio Follow us on twitter!A www.twitter.com/bivio Follow Us on Google+ Click here to Subscribe to the Club Cafe ...
1 message
Your Club ID
Your Club ID is a short identifier for your club.A It has several useful purposes.A For example, it is part of your club email address.A So,A for example, if your club ID was tycoons, your club email address would be tycoons@bivio.com Anyone with an email ...
1 message
Yeah!
KMI (Kinder Morgan Incorporated),A has announced they will be purchasing all the shares of their 3 partnerships,A KMP, KMR and EPB. Kinder Morgan Press Release If you own KMP, KMR or EPB,A you still have tax issues to address which cannot be addressed by bivio ...
2 messages
Correct Share Counts
Just a reminder that it is extremely important to check each monthA and make sure that the number of shares shown in bivio for each of your stocks agrees with what is shown on your brokerage statements.A If they don't, none of your club accounting ...
1 message
Partnership Agreement
Only the value of an individual partner's share is at risk, to the best of my knowledge. A club is not a business where all partners may be at risk. The partnership cannot be sued for the actions of 1 partner that are unrelated to ...
1 message
Partnership Agreement
Our club has been in existence since 1996 and we used the partnership agreement that was in the "Beardstown Ladies" Investment Club book. I was wondering if any of the clubs have had an agreement made up by a lawyer. A question that I keep ...
1 message
Net Neutrality
If you have any interest in protecting Net Neutrality, the FCC has extended the comment period and now is the time to say something.A You can easily comment here: http://www.fcc.gov/COMMENTS John Oliver makes an amusing but powerful case for why you might want to consider ...
1 message
Fidelity brokerage application: non-business activity
Trying to open new brokerage account. every brokerage application have variable requirements. Fidelity : business brokerage application. needs to know if this is 'non-business' activity/partnership. If yes, it asks to list beneficial ownership names having more than 25% capital. My club have 3 members with ...
8 messages
dividends receive after sale of stock
We have sold a stock after the ex-dividend date and therefore we had automatic posting when the dividend was paid and additional shares were posted. This is what was posted on the transaction history at the brokerage. Apparently the broker posted a reverse of the ...
6 messages
dividends receive after sale of stock
Putting your dividend reinvesting on auto pilot can get you into all sorts of complications with your investment club accounting as we describe here: DRIP's and Automatic Dividend Reinvesting We highly recommend you avoid it to help keep your record keeping as simple as possible. ...
1 message
Investment Annotations
I noticed there's an "Info" area on the Investments Page and one can add some notes about the security. Is there anyway to print a report which shows that info? (we'd like to put our target price for the security somewhere where it can be ...
4 messages
Taxes On Partial Cash Withdrawal
If a partner makes a cash withdrawal of less than the amount of they've paid into the partnership, then my assumption is that it's a non-taxable return of part of their investment. Is that correct? If however they withdraw more that their investment, then that ...
2 messages
Interesting News About DNOW
Many of your investment clubs received DNOW shares as a recent spinoff from National Oilwell Varco (NOV). A A DNOW is a company which is going to be essentially a supermarket of Oil Rig drilling supplies for those that drill for oil. A man named ...
1 message
Any Wisconsin Clubs
Looking around to see where investment clubs are in Wisconsin particularly in the Fox River Valley. Barb
2 messages