bivio Presents for Your Club!
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Looking for something to do to get through January? Time to focus on your investing and your investment club! We've got lots going on to help you get your investment club taxes finished up and distributed and to help you learn more about investing. | |
| Audit Party Weekend! | |
Tax time is almost here! Make sure your club records are in shape by doing an audit so that you'll be able to finish them quickly when your 1099's arrive in February. During audit party weekend on January 21 and 22, we'll be doing a webinar at two different times showing you how to do an audit. We'll also be available all weekend at support@bivio.com to help you with any issues you find with your club records that you don't know how to straighten out. Don't forget, preparing your club taxes using data that doesn't agree with your brokerage statements is just Garbage in, garbage out! Plan a party to celebrate when you're done! | |
| Manifest Investing Challenge Club | |
The next session is January 17 at 8:30PM ET. | |
| Special Trefis Price For bivio Clubs! | |
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If you haven't explored the Trefis site yet, here's a link to a recording of their January webinar giving you a tour. You'll be sure to be fascinated as they show you how to use Trefis to evaluate investments in companies like NFLX, AMZN, SCHW, COP, PEP, KO, GRPN, LINKD, AAPL, YHOO and even the upcoming IPO of Facebook! | |
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Each month, Mark Robertson from Manifest Investing hosts a virtual online club meeting that all are invited to attend. Investments are made in virtual groundhog dollars and performance is tracked. It's free and everyone is invited to attend. You can just listen or you can participate in the stock selection discussion. You're guaranteed to come away with some new ideas for your club or some new perspectives on some stocks you may already own.
Don't forget, Trefis is offering bivio clubs a limited time, special club price to access their upscale service, Trefis Pro for only $199.