Positive News and Positive Actions
Are you tired of endless mudslinging? Would you like to think about something positive and constructive? Apparently a lot of you would answer this with a yes. We continue to get Likes on a Facebook post we made on Labor Day: Happy Labor Day! In ...
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COOL_Club Returns
Greetings from the COOL Club Dude, I am sorry we had to take a short break but I am happy to announce that we will resume COOL_Club sessions this week. Just a reminder for those who have not attended our sessions, COOL_Club stands for Covered ...
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Happy Halloween Everyone!
The monster came early this year disguised with a nice name like Sandy. But it appears the wheels of our financial system will not remain mired in the muck very long. Hope the market re-opening today brings lots of treats for your investment club goody ...
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We're Looking for a Special Person
Do you really enjoy being an investment club treasurer? Are you Interested in using your club treasurer skills to help others? We're looking for one special person to join our support team here at bivio. If you (or someone you know): 1. Are comfortable and ...
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Special Edition Tax Tip 2012-13: Don't Fall for Phony IRS Websites
Hi Everyone, Just passing this along from our friends at the IRS so you can beware of what some of the scamsters out there are up to. Stay safe! Laurie Frederiksen Invest with your friends! Become our Facebook friend! Follow us on ...
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Our Best Wishes
We hope all of you who are directly and indirectly impacted by Hurricane Sandy have a safe place to find refuge. Those of us in other parts of the country are wishing for the best for all of you. Laurie Frederiksen Invest with your friends! ...
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foreign taxes
thanks! On Sat, Oct 20, 2012 at 4:46 PM, Laurie Frederiksen wrote: Hi Valerie, You can enter this by editing the transaction for the dividend you received from TEVA.A Use the "Edit" link you'll see on the transaction to do this.A It will open the ...
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foreign taxes
A foreign tax payment of $1.84 for TEVA showed up via account sync. How should I designate this expense in bivio?
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Medical Records Software Companies, QSII, CERN etc.
I know there is interest in this community in QSII. A friend shared this graphic with me and I thought any of you thinking about investing in the electronic medical record keeping field might find it interesting. It rates the providers by "popularity". This is ...
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Earnings Season is here
Fall is in the air, but as an investor and a Covered Options Seller what is even more fun is it is Earnings season. Who needs football or debates? This is always a really interesting time. There are opportunities to harvest but be careful. There ...
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Did you know the NFL, NHL and PGA Are Non Profit Organizations?
Yup. Tax exempt. Apparently major league baseball took the high ground in 2007 and relinquished their tax exempt status. Senator Tom Coburn has released his annual report highlighting some of the most wasteful spending. Tax breaks for sports organizations that make billions is on the ...
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want to join a club in Montgomery coujinnty, PA
Hi, I moved in to Montgomery county in PA. and would like to join an investment club. Please let me know if you have any information. Thank you.
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Earnings season is upon us
Hi Everyone, It's earnings season! It's good to pay attention to this when you're deciding on stocks to buy or sell. The note below was just posted on the COOL Club discussion list. Though the discussion there is about options, I thought you would find ...
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How To Get Set Up At Your Brokerage to Sell Covered Options
Are you interested in learning more about how to get set up at your brokerage to sell covered options? Join us for the COOL Club online meeting this Wednesday at 8PM ET. It's online, it's free and everyone is invited. You can register now to ...
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Are You An Investment Club?
The other day I had a potential customer ask me if he could use bivio for a "club" that might have more than 2000 members. Every once and a while, we get questions like this. There are lots of different types of partnerships that might ...
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