We have a checking writing with one of our brokers, on a money market account. It's used to cover expenses only, throughout the year (no stock purchases). We're charged a fee of $50 annually, which is taking out of this expense pot. So yes, I ...
Our club has maintained a business checking account for the last 6 months or so. Problem is that our bank is soon going to start charging an $8/month service charge to maintain the account. So my questions: Is it common for investment clubs to maintain ...
My club has DRIP stock and an account with BuyandHold. Question: How do we transfer our DRIP stock to BuyandHold so that all of our stock is with BuyandHold? Thank you! Maxine
How do accounts for warrants that our club received when we opted to hold our Expedia stock rather than tender it to USA Networks. The symbol of the warrants is EXPEW. Thanks. Mike
I know this question was asked here about a year or so ago but my hope is that things have changed since then. Question - where can I find a company's 5 or 10-year history of Sales, Earnings, EPS and Profit Margins without subscribing to ...
Question for ya(s): When we formed our club (10/01), we all paid a $60.00 fee to cover expenses for software purchases, memberships, materials etc this fee did not purchase any units. We have approx. $700.00 worth of that money left. How can we go about ...
This question is to anyone that can help. Our group is presently working to move our shares of INTC stock from the holding company (Computershare) to our broker (BuyandHold), because we believe it's no longer DRiP friendly. But I'm wondering what happens to the cost ...
Do I have to file if I do not have any gains or losses to report. I was thinking that you didn't have to file if your income was less than x amount of dollars.
Hi, Would appreciate a response to this one question. Where do we send our form to. What is the address for a partnership sending in from Michigan. Thanks.
Hi - Our partenrship is based in NY but we have member from several other states (CA, IL, NC and AZ). Do we need to file any state taxes other than in NY? I think some states require a filing if any partner lives in ...
Thought I'd share this with other investment clubs out there in Bivio land. Our club has done extremely well with the small cap stocks profiled in the equinoxinvestments.com newsletter. They have a free trial you can sign up for on their site, but the subscription/membership ...
Our club uses Datek and occasionally we get credits to account referred to as a "rebate for marketable orders". They explain what it is but I'm not sure how to categorize the when I identify it as income. Any suggestions? Jim Tinsman Auric Investment Partnership
My club originated in Rhode Island. When we started our club in 1998 I had my lawyer review our partnership agreement. At that time he said all we have to do is have each partner sign the agreement and keep it filed. He said that ...