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Partial Versus Full Stock Withdrawals
I'll continue the discussion of stock withdrawals here. As Jack mentioned,A transferring stock in partial withdrawals is not recommended.A The tax rules are different than they are for transfers in full withdrawals where such transfers can provide positive tax benefits. However,A all stock transfers are ...
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Changing Topics on Club Cafe Posts
Good Morning, First just a note.A It is preferable not to start a new discussion topic by replying to a previous email on a different topic. You can always start a new Club Cafe discussion by sending an email to club_cafe@bivio.com Laurie Frederiksen Invest with ...
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Your Emotions And Your Investing
It's easy to underestimate how much of your financial decision making is based on emotions and not on facts.A This article sums it up some ways to avoid that: 4 Ways to Protect Your Retirement Investments From Your Emotions One they've missed is the value ...
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More About ETF's
We've had a steady stream of questions about ETF's lately.A I saw this recently and thought it was a pretty comprehensive discussion of ETF investments.A I thought some of your might be interested in reading it and/or sharing it in your investment club meetings: Inside ...
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Receipts for your Subscription Payments
If you ever want/need to find receipts for past subscription payments, just go to Administration>Subscription. You'll see a "View Receipts" button on that page.A If you click on it, it will take you to receipts for all of your past payments.A They will show the ...
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ISRG Split
We had put options on this stock at the time of the split and the change was reflected in the option prices available. It was actually a split and not a dividend see the announcement by ISRG on the attached link - they state that ...
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Fundamental Versus Technical Analysis
What do you know? It seems Charles Schwab wants to add some further insight to our recent quiz on Fundamental versus Technical analysis.A A They just posted this article: How to Pick Stocks Using Fundamental & Technical Analysis You'll find it very interesting if you'd ...
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ISRG Split
Greetings! Two weeks ago our position in Intuitive Surgical tripled. Scottrade says it was 'stock dividend' rather than 'stock split'; in any case the increase never showed up in Bivio. How do i fix this?
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Test Your Knowledge about Stock Analysis Basics
Want to learn more about stock analysis? Here's a 2 minute quiz you can use for yourself or in your investment club meeting to see how savvy you are about some basics: Stock Analysis Basics Like to learn more?A Here's a place to start: Introduction ...
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Investing in ETF's
We regularly get questions from clubs asking if they can invest in ETF's without creating extra accounting or tax work for their clubs. The answer is "It Depends".A All ETF's are not the same.A Some can be accounted for in bivio.A Some cannot. Some can ...
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Blockchains and Crypto Assets
Wow.A This is fascinating and makes me feel old. What are All These BlockChains and Crypto Assets Building? It reminds me of the excitement related to the rise of the use of PC's when I began my career as an engineer. Almost makes me want ...
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What's Hot and What's Not - September 2017
Great Photo! From: club_cafe@bivio.com [mailto:club_cafe@bivio.com] On Behalf Of Laurie Frederiksen Sent: Tuesday, October 03, 2017 12:31 PM To: The Club Cafe <club_cafe@bivio.com> Subject: [club_cafe] What's Hot and What's Not - September 2017 Is there still potential for these stocks? Wonder what other bivio investment clubs ...
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What's Hot and What's Not - September 2017
Is there still potential for these stocks? Wonder what other bivio investment clubs are buying and selling? Here are the top Active Buy and Sell lists for September 2017 by Ticker. Also shown is the Yahoo analysts 1 year growth consensus as of 10/3/2017. If ...
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Tax Member IRS Form
A few years ago the IRS came out with a new form to identify which member of an investment club was the "Tax Member". The Tax Member is the member the IRS will contact if it has any questions about the club. I am in ...
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Tax Extension Filing Deadline Reminder
Just a reminder.A If you filed for an extension for your 2016 investment club taxes, A they are due this Friday, September 15. Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! A www.facebook.com/bivio Follow us on twitter!A A www.twitter.com/ bivio Follow Us ...
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