Laurie, Our club would find a list of club buys and sells very helpful, too! Judy Simonson, Dwyer Investment Club From: club_cafe@bivio.com [mailto:club_cafe@bivio.com] On Behalf Of Stuart Weissman via bivio.com Sent: Monday, September 08, 2014 9:42 AM To: club_cafe@bivio.com Subject: Re: [club_cafe] Top Ten Club ...
Dear Jeanne, Fidelity bonds protect your business against a fraudulent act by your treasurer.A I see far more things clubs should be concerned about issues with incorrect records due to incompetence on the part of the treasurer rather than intentional fraud.A Bonding wouldn't help under ...
Hello, How do I record in bivio re-entering a member who has withdrawn funds from our club and will come back to start fresh? On Wednesday 03/09/2014 at 9:22 am, Laurie Frederiksen wrote: Hi Diane, Yes. We will be making and posting a recording of ...
Can you expand your listing to Top 15 or Top 20?A Would it be possible to add a tally of current buys and sells? A A "Group wisdom" is great to point us to stocks we really hadn't A yet considered. A Thanks!A
Have you gotten one of these yet?A The Ikea Book Book Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! A www.facebook.com/bivio Follow us on twitter!A www.twitter.com/bivio Follow Us on Google+ Click here to Subscribe to the Club Cafe email list.A Click here ...
I have been Treasurer for my partnership for over 15 years and my comments are often prefaced with, "I read that " but I never presume to offer advice of a specific nature. If I have read about something, I generally share the gist as ...
We withdrew to much money for a withdrawal fee. We want to reimburse the member. There is no category for this and we cannot make one. What we did was log it as a non deductible expense under flowers.
Dear Mike, You raise an issue that is a pet peeve of mine.A People say "Consult your tax advisor" as if we all have one in our front pocket.A I agree with you that many people do not.A A I think many people promoting investments ...
Mike: I also have been doing my own taxes since 1990 using Turbo Tax, Tax Cut, Tax Act, etc with some fairly complicated situations, You are correct that 99% of people do not have a tax adviser. However, I view the "consult with your tax ...
Earlier today, I was working in the Files area of our Bivio account. As I was adding and moving files, a new folder named "Archived" suddenly appeared in the folder list. Files from one of our other subfolders were duplicated here - I used an ...
Are you or your friends interested in learning more about investing? Joining an investment club is an ideal way to do that. Join us online on Sept. 10 at 8PM ET and find out why. Have you ever considered starting an investment club? Do you ...
Here's an interesting question.A There's a lot of information out there that says diversification of your investments is important. But,A if you diversify into things you have no expertise in, for example companies with business models you don't understand or other assets such as commodities ...
If you're interested in sharing, here's an interesting question that people considering starting an investment club might like to know more about. What day of the week and what time of day do you usually hold your investment club meetings? If you'd like to share, ...