We got lots of nice feedback and comments from the crowd who attended last nights webinar. You can find the presentation and the video now posted here: An Orientation To Investment Club Accounting There are still two segments to go. Register now at www.bivio.com/club_cafe to ...
Many of you probably already knew this, but it's interesting to see some data that confirms it. From Barry Ritholtz: Analysts Are Not Paid To Make Stock Recommendations 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 ...
One of the members of one of my investment clubs sent out a link to this article which I thought was both interesting, easy to read and humorous. Are We There Yet? What do you think? Do you agree with his statement? "Unfortunately, our Lance ...
I would like to know whether any clubs have replaced their existing partnership agreement with the version on the bivio website. I would like to know how you start the introductory lines. Did you list the dates of each revision of the partnership agreement in ...
An Orientation To Investment Club Record Keeping Your investment club is an investment partnership for accounting and tax reporting purposes. This impacts the way your club records need to be kept as well as your personal tax situation. If everyone in your club has a ...
A member has decided to withdraw based on the fact that the market is up and wants to take his spoils before the next correction! We do not want to sell stocks and pay the cap gains for his benefit. (Also a deadbeat member) So ...
Our club is officially disbanding and we were wondering if there are any samples of disbanding documents out there. We have to put something together for our broker account and club records. Thanks, June Lewis Kickin Cash Club
Happy Mothers Day to all of you out there who are mothers, have mothers or wish to be mothers. I know that I'm grateful my mother was interested in investing. Along with many other good things, she passed that interest along to me. She was ...
Are you in the 1/3? One Third of Americans Like (Or Love) Doing Their Taxes 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 to the Club Cafe email ...
A marathon is a fitting metaphor for a lot of hard things we do in our lives. A marathon runner trains by getting up every morning without fail and putting one foot in front of the other, day after day after day. That is what ...
Here's an interesting picture. Looks like many of the products many of us use in our households come from one of 10 companies. Common Household Product Matrix from "My Journey to Millions" This makes me think of my interview Senior year in college with Oldsmobile. ...
Your investment club has an EIN number that is issued by the IRS. It identifies your club and is used on your tax forms and to open any financial accounts you have. You've probably applied for it, put it where needed and forgotten about it. ...