Here's some more good ideas of books about business and investing if your investment club would like something to read and discuss over the summer: The Essential Wall Street Summer Reading List The list is put together by Andrew Sorkin whose own book "Too Big ...
Our club is in CA and one member is moving out of state to New York. Do we have to register for a tax ID from the state of New York? What are the ramifications of having an out of state member other than they ...
As investors you are all being impacted by the policies of the Federal Reserve Bank. Projections of what policy will be implemented cause swings such as we had this past week in stock prices. There are a lot of news articles about what the Fed ...
I've attached a PDF of a Google SSG that I just created. You should pay particular attention to Section 2, as all three metrics are exactly the opposite of what they should be. Bill Peterson Original Message From: club_cafe@bivio.com [mailto:club_cafe@bivio.com] On Behalf Of Lawrence D ...
Does anyone have a recent GOOGLE SSG they could share with me? We have a meeting this evening. And any insight from the board on GOOG would be GREATLY appreciated. Thanks!!
Brad Taylor has created Stock Investment Guide / Churr software which we Mac users have loved for a decade. He now has a web and mobile app that he is charging $15 per year for. At this link you can sign up for a free ...
Earnings "Adjustments" are something you need to understand if you are going to make good investing decisions. Here's an excellent commentary how to approach thinking about the "adjustments" on Walgreens recent earnings report. It's a good way to analyze if any of your investment club ...
Can you help us find our error in how we reported Shirley Wagner's withdrawal: South Shore Seniors Our checkbook and the 5/3rd bank statement both say there is $125 in the account, but bivio says $118.94. ($6.06 difference) Shirley's valuation data was 5/02, @ 36.413187 ...
Joyce Haibe. Come on down! Congratulations! You're our 1000th bivio Facebook friend! Let us know your club name so we can award you your bivio bucks. Onward and upward! Going for 2000 friends next. Thank you to everyone for your support! Laurie Frederiksen Invest with ...
We're 5 likes away from 1000 friends for our Facebook page! Does your investment club want to help us celebrate? If you're the 1000'th person to Like our page, we'll credit your investment club with $50 bivio bucks toward your next renewal! Make sure to ...
The recent presentation and video is now posted here: Non Monthly Treasurer Tasks If you have questions about expenses, bounced checks, reimbursements, advanced payments, withdrawals, audits or taxes, this is the place to go to get a good overview of what you need to know ...
My club is looking for a book about investing to read over the summer. The members would like something that is not "boring". Our club has been active since 1999 so the book doesn't have to be basic, but not too complex either. Any ideas ...
The presentation and video from the second part of our Treasurer Training Series is now posted here: Monthly Treasurer Tasks 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 Google+ Click here to Subscribe ...
Does your club use the Penny system to help you enter member payments quickly? If not, you might want to check into it. It's summer. Keep your club treasurers job as simple as possible. Here's how it works: "Penny" Payments Laurie Frederiksen Invest with your ...