Hi, I am with a group of 60 friends that all currently hold positions in different stocks and would like to continue to hold these positions and not sell. Can we transfer these stocks into the club fund, or would we need to sell all ...
Sorry, but we are new to investment clubs, so you will probably hear a bunch from me! Question: If some of us currently have positions with certain companies, and want to transfer funds to a club, when does the holding period begin? Is it when ...
Hi Everyone, The IRS is warning everyone about a tax scam that is going around right now. Thought we'd help them pass along the information. Hope you can help get the word out too. Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! ...
An investment club is, in many ways, a little cousin to a mutual fund. I was having a discussion with one of our customers about NAV and he sent me some links to some interesting articles about the SEC regulations concerning mutual fund pricing. One ...
Hi Zak, What you are proposing is acceptable under IRS regulations. The 'holding period' of each security so transferred would start with the date that the particular member acquired the security. Unfortunately, although the transfer is permitted under IRS regulations, no existing software is capable ...
We got this today from one of our clubs. I thought since all of you are members of investment clubs that you would appreciate the positive experience he describes. First I have to thank you for the service you provide investment clubs. Ours started out ...
I asked TDA again about their data feed problem with transaction amounts less than one dollar. This was their response received 10/7: > Thank you for your reply. I am sorry for the time it has taken to fix this issue. Our developers are currently ...
Wow! Thanks. I will dig further. Jenny Sue Sent from my Verizon Wireless 4G LTE DROID Laurie Frederiksen <laurie@bivio.biz> wrote: Dear Jenny-Sue, The cost basis numbers in bivio have been entered according to the information provided by the company for allocating cost basis and are ...
Our club previously owned 196 shares of Newscorp Corporation (NWSA) stock. We sold 96 shares before the spinoff of Twenty-First Century Fox, Inc. (FOXA) in July 2013. Now, TD Ameritrade shows us with 100 shares of FOXA at a cost of $15.008 and 25 of ...
Hi, we are a club looking to start based in Dallas, TX. We have many members in other states (NY, NJ, PA, CA, etc). How do I go about understanding how the taxes would work for our members? Does this pose a problem? Thanks.
Our club received this notice today from ETrade. "IMMEDIATE ACTION REQUIRED Your account may be subject to back-up withholding tax of 25% on taxable dividend payments if you do not certify your business and/or trust accounts under the Canada Revenue Agency (CRA) regulations." I downloaded ...
The slides from last nights Manifest Investing presentation on the 2013 Forbes Small Cap List are now available here: 2013 Forbes Small Cap List - Manifest Investing Analysis The recording will be available next week. We'll let you know when it is. Laurie Frederiksen Invest ...
If you'd like to do some further research into the companies Manifest Investing will be following from this year's Forbes Top 100 Small Cap list: Forbes Best Small Companies - 2013 - Manifest Investing Dashboard We've added Ticker Research Pages for all of them: Del ...
This Thursday, October 24 at 8:30PM ET, Mark Robertson from Manifest Investing will be doing a special Dashboard Diagnostics Session. He'll be taking a look at some of the companies on the recently released Forbes Best 100 Small Companies list. He'll also be reviewing how ...