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The Mystery of the the Missing Cents
Those of you who have TDAmeritrade as your AccountSync broker have noticed in May and June that there was no entry made for your money market interest. Kudos to those who have noticed it. It's only usually a few cents, but it means you are ...
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Why Are You In An Investment Club?
1. To learn more about investing 2. To earn money 3. To socialize regularly with friends who share a common interest in investing. Butch Lang In a message dated 7/10/2013 9:43:12 A.M. Central Daylight Time, laurie@bivio.biz writes: I'm curious. How would you prioritize the three ...
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Why Are You In An Investment Club?
I'm curious. How would you prioritize the three items below as reasons you belong to an investment club? 1. To socialize regularly with friends who share a common interest in investing. 2. To earn money 3. To learn more about investing Laurie Frederiksen Invest with ...
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Stock Exchanges
As Oracle makes big news by switching its listing from the NASDAQ to the New York Stock Exchange (NYSE), your investment club members might like the opportunity to learn more about how stock exchanges work. As described here, New York Stock Exchange the NYSE is ...
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More Reading Ideas for The Summer
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 ...
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Member moving out of state
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 ...
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An Idea for Educational Topics for Your Investment Club Meetings
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 ...
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GOOG SSG
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 ...
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GOOG SSG
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!!
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GOOG SSG (Mobile app SSG)
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 ...
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Earnings "Adjustments"
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 ...
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bivio, bank balance and bivio balance
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 ...
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1000 Facebook Friends!
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 ...
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Almost 1000!
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 ...
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Non Monthly Treasurer Tasks Webinar
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 ...
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