Hi, We need your advice. We have 1 member wanting out of our club. Most of the club's stock has lost money. We pretty much keep even % among our members. I had thought that we would run a member summary statement. Then pay the ...
I was just curious to where most clubs stand on buying in this bear market. Most of our 11 members still want to buy, but we do have a couple members that REALLY want to hold our money until the market turns around. I personally ...
I was wondering, when adding new members, should we as a club "charge" a new member to enter our club? We, the original members, had to pay to start the club (lawyer fees, state treasurer fees and bivio fees). I'm just curious if anyone else ...
In our club we have a max of 20 members allowed. We have 19 now. We meet once an month and have the same 6 to 8 members that attend. About the same 10 members each month invest in shares in the club. Is this ...
When our club filed 2002 taxes we nelected to send copies of each members K1 form with our clubs 1065. The IRS is asking for them now before August 17. Is there any way that we can reprint those copies here from this site so ...
Has anyone out there using E-Trade noticed that they are always coming up with new fees. Just openned up one of their no fee IRAs earlier this year. Guess what, it is no longer a no fee, $25 Service fee imposed. To leave costs $50. ...
Thanks for the heads-up. >From: Gerald C Staub >Reply-To: "The Club Cafe" >Date: Fri, 2 Aug 2002 21:15:19 GMT > >Has anyone out there using E-Trade noticed that they are >always coming up with new fees. > >Just openned up one of their no fee ...
Hi - One of our stocks underwent a reverse split recently, and we had some fractional shares that were converted to cash. However, the day of the split and the day that the cash got reinvested in our money market account are about a week ...
Here's one suggestion. Record the reverse split on the day it took place, keeping the fractional shares "intact". For example, if you had 19 shares of a company that split 1:10 you would record that you had 1.9 shares after the reverse split. Record the ...
Hello all, My club, Crow River Investment Club, is one many who have chosen to use Bivio's club accounting program. And like many others, we have learned how to take advantage of the Files section and the message board available to each of us. But ...
Dear Forum members, I have found your forum interesting. Just want to bring to question so-called professional financial advice. Are Financial Advisers working for the highest possible return for your investment? - Or is the Adviser taking you into an investment that will give him/her ...
We are a new family investment club just forming which will be setting u a brokerage acct shortly. Notice several negative comments regarding e-Trade; any comparisons or comments on Ameritrade or Waterhouse?
We have a stock Exodus that is now worthless. The company is in bankruptcy proceedings. It is a very low investment - less than $100.00, but it is bugging us to see the 98% loss on our NAV. What is the correct way to take ...
>>We have a stock Exodus that is now worthless. The company is in bankruptcy proceedings. It is a very low investment - less than $100.00, but it is bugging us to see the 98% loss on our NAV. >>What is the correct way to take ...
How do I record the Citigroup change? We have 85 shares of C, but now also have 3 shares of TAP/A and 7 shares ofTAP/B. They were added to our account without us doing anything. We also received cash ($9.35 and $8.01) in lieu of ...