Rob, I don't see where anything you posted disagrees with me. My only rationale for opening the bank account was to get the physical custody of the funds out of the hands of the treasurer and into an institution that could better protect the funds ...
If you have a bank nearby that will open a free checking account for the club, I would do that. This way you can deposit the money and not have to worry about it being misplaced, stolen, etc. Once you have enough to fund your ...
Ok, We are a brand new club and do not even have our brokerage account open. We are thinking of opening our account at E*Trade because a couple of the members have had good experiences with them and we believe they will survive. E*Trade has ...
They're not. MA doesn't allow deductions. Ira Smilovitz In a message dated 01/27/08 11:30:19 P.M. Central Standard Time, pbleic@bivio.com writes: Unfortunately, the tax software doesn't cover Massachusetts. I am trying to reconcile the 1065 from Bivio with Form 3 in MA. I have a first ...
Unfortunately, the tax software doesn't cover Massachusetts. I am trying to reconcile the 1065 from Bivio with Form 3 in MA. I have a first year club that buys stock and has never sold a stock. My question regards deductible expenses. These are recorded on ...
bivio.com will be unavailable from 12a MST to 9a MST for system maintenance. Feel free to try bivio.com some time in the morning as we may be able to complete server upgrade earlier than 9a. We'll email this list when the server is back online. ...
I don't believe mutual funds use time-based. I think they use snapshot. That's why you hear of people complaining that they bought the mutual fund on December 1 and suddenly have all this tax to pay when the fund makes its distribution in mid-December. In ...
I'm teaching a class this weekend in Maine. How do I explain the difference and support the recommendation for Time Based. I know you've talked about it a lot but I can't find the basic explanation. How does a member gain from Time based? Is ...
We have opened an OptionsXpress Investment Club account in the name of our club. The big problem I'm having is that they only accept deposits from a bank account in the same name. We don't have a bank account in our club's name because to ...
Simple answer. Find a different bank and/or a different broker. Ira Smilovitz In a message dated 01/23/08 2:02:03 A.M. Eastern Standard Time, jennifer@bivio.com writes: Kerry Ashford wrote: > Kerry Ashford wrote: > > Jennifer Winkler wrote: > > > We've just set up our club ...
We've just set up our club and are using OptionsXpress along with Bivio. My question pertains to dues. OptionsXpress doesn't allow deposit from any account other than one in the same name (meaning, we can only deposit from a bank account that is in the ...
Due to Phyllis's (wise) decision to put in buy orders, with Limit amounts, last night after our meeting we benefited from an early opening drop in prices and bought Starbucks at $17.76 and Whole Foods at $34.33 !! There will be broker fees and commission ...