Hello, My name is Chris Biegel. I am the founding member of FNF (Family and Friends) Investment Partnership based in Chicago, IL on 1996. Currently, we are 4 members strong looking to add new members either locally or remotely (via on-line). If you are interested ...
Is there a report that we can view that shows the daily NAV value for a period of time? I would like chart our daily NAV, but looking up each day's value will be time consuming and I wonder if this already exists and I ...
Our club exercised some put options this past week. When I use the exercise option feature, our account shows that we still have the puts and does not show that we are short the stock. Do I need to expire the option and then enter ...
>>I am in the midst of completing it for our club. I obtained the forms and instructions from www.tax.virginia.gov. >>We got a postcard from NAIC saying the form is due beginning 1/1/2004 and there is a penalty of $200 a month if not filed by ...
If your club is based in VA, it must file a VA Partnership Return (Form 502) for 2004. This is a change in VA tax law. Ira Smilovitz In a message dated 4/4/2005 8:40:25 A.M. Eastern Daylight Time, biglan@bivio.com writes: Does anyone know anything about ...
Does anyone know anything about this State Tax Form. I'm told NAIC sent out some kind of information card concerning this form being filed this year (for 2004), but I never got it. Any information would be welcomed. Sorry if this has been asked before ...
Some of you have been wondering what Mark is up to. Amongst the many things he is working on, we have Mark doing an SSG on BBBY on http://www.stockfundas.com Check it out and see how easy it is to share SSG with fellow club members. ...
In a message dated 4/2/2005 10:46:47 P.M. Eastern Standard Time, joeydag@bivio.com writes: Does bivio support printing state tax returns without additional cost? Bivio does not offer state returns at any cost. In other words, even if you are willing to pay you can't get it. ...
I spoke to E-Trade and the rep thought it might be related to the changes they recently made in the "Sweep Account" choices. Robert Thomas From: club_cafe-owner@bivio.com on behalf of Paul Moeller Sent: Tue 3/29/2005 3:01 PM To: club_cafe@bivio.com Subject: club_cafe: Re: E*Trade money market ...
I received the following transactions this morning from my account sync 03/28/2005 Unidentified credit, XCH - E TRADE FUNDS - MUNI MONEY MKT FD - AUTO FUND SLOT CHG 003 TO 011 Amount: $ 429.29 03/28/2005 Unidentified debit, XCH - GENERAL MUN MONEY MKT FD ...
My club is considering disbanding. Has anyone gone through this process? My thought is to transfer stocks as much as possible, and sell just enough to provide cash to balance the various holdings. Who would get what stock might be an issue.I know 2005 taxes ...
In a message dated 3/21/2005 3:31:42 P.M. Eastern Standard Time, alan1303@bivio.com writes: Okay - hopefully my last post on Pengrowth! If you haven't noticed, there are Pengrowth posts on this discussion board going back to 3/3/05. Our investment club finally received a K1 Short Form ...
Okay - hopefully my last post on Pengrowth! If you haven't noticed, there are Pengrowth posts on this discussion board going back to 3/3/05. Our investment club finally received a K1 Short Form from Pengrowth in Canada. It clearly indicates that our investment club is ...