The amounts always go in AND out. They are not going to GIVE someone a gift. Linda Sent via the Samsung GALAXY S(R)4, an AT&T 4G LTE smartphone Original message From: Laurie Frederiksen Date:01/29/2014 2:19 PM (GMT-05:00) To: The Club Cafe Subject: Re: [club_cafe] Re: ...
Laurie: Our club finished its audit Sunday. This is the second year we have used the 7 step bivio procedure. Went very well! Highly recommended!! But on to my question: This year, we had a new member join and establish auto debit transfer from his ...
Here's some news to be aware of when you are considering investments in Chinese Companies. SEC judge bars "Big Four" China units for six months over audits Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! www.facebook.com/bivio Follow us on twitter! www.twitter.com/bivio Follow ...
Hi All, Some of you ask why we discourage you from holding REIT's in your club. It's because we encourage you to keep your club record keeping as simple as possible. Here is a good example of the type of complications you're up against if ...
We deal with Fidelity and the President and Treasurer have the ID and password to the account. The website has a wealth of research information and guidance. Do other clubs give all members access to the club account?
Simple, dramatic demonstration of what to think about when you are seeing "Return Rates" advertised: Is This a "Leap year" for Fund Returns "2008 is now 6 years ago and 2013 was great" Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! www.facebook.com/bivio ...
Looks like I should have been buying my son a share of stock every time I bought him a gadget:: From $400K Macs to 23K IPods Of course if you are looking for trends, I will say his enthusiasm for exclusively Apple products has been ...
Dear Bob, This topic on our help page shows you how to add information for a new member: Adding Members and Guests Hope that helps! Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! www.facebook.com/bivio Follow us on twitter! www.twitter.com/bivio Follow Us on ...
Effective 1 Jan 2014, the IRS has a requirement to file the form 8822-B when the responsible person for the EIN changes. The "responsible person" is defined as "(T)he person who has a level of control over, . . . the funds or assets in ...
This is the first I heard of this. She is not a new member. How do I get an authorization code for her? I never had to do that before. Linda Sent via the Samsung GALAXY S(R)4, an AT&T 4G LTE smartphone Original message From: ...
Dear Linda, A new member cannot access your club records until they enter a one time authorization code that they receive when you use the "Add member" button or "bring online" link next to their name on the club roster to send them an email ...
Our stock club has worked with several brokerage firms including TDAmeritrade. We have not seen any irregularities with TDAmeritrade accounting principles in fact it actually reported two companies return of capital in a manner that was easier to understand than Bivio (i.e. Crestwood Equity Partners). ...
Good morning everyone, I came across this this morning and found it inspiring in terms of thinking about investment and prosperity. It's words from a TED talk about economics remixed with pictures and music: http://www.upworthy.com/yeah-you-can-invest-in-the-stock-market-like-a-nerd-but-the-cool-kids-are-investing-in-hope Many of you can probably relate to the thought that ...