We're curious what people are paying for commissions for options trades, either in your club or personal accounts. What do you consider a good rate? Are there reasons other than commission rate that you have chosen one broker over another? Thank you in advance for ...
Good morning everyone, We hope you had a great holiday weekend. Just a reminder that it's important to spend a little time prior to the end of the 2011 calendar year, thinking about your investment club taxes. There may be important actions you should take ...
It's Black Friday which is a good time to remind everyone that doing your taxes is always a deal if you use bivio. We don't charge you extra for "tax printers" every year. If you know of any clubs that aren't using bivio, share the ...
I woke up recently in the middle of a feast. There is a large fir tree right outside my bedroom window that probably should be trimmed back. Though I hadn't noticed it before, it is covered in tiny pinecones. On that day, they had been ...
In last nights Trefis webinar, the attendees took some polls. One of them was, "What percentage of Pepsi's value comes from selling Pepsi?" What do you think? We're running the same poll on our Facebook page. www.facebook.com/bivio It's pretty interesting. Let us know what you ...
So does the head of the IRS. Here's an interesting speech he gave recently at the Harvard Kennedy School of Government. It's nice to know we're not the only ones who think some of the tax rules are ridiculously complicated. http://www.irs.gov/newsroom/article/0,,id=249735,00.html -- Laurie Frederiksen Invest ...
Is there a reason to have the annual club audit after a club disbands? Our club is disbanding next month; the checks will be issued on the 16th. We normally do an annual audit after we get the 1099s from the broker and before we ...
Hi everyone, There is a lot of marketing out there promoting REIT's as investments. We get a fairly regular stream of questions about whether these are good choices for investment clubs. I'm curious. What is it about them that attracts your attention? -- Laurie Frederiksen ...
It's a busy week. The Challenge Club is meeting tonight at 8:30PM ET. Everyone is invited. You can register now to attend at https://www3.gotomeeting.c om/register/487825366 -- 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
Good morning everyone. Just a reminder that Dashboard Diagnostics is tonight at 8:30PM ET. Mark Robertson from Manifest Investing will be reviewing the portfolio of a real bivio club from Tucson Arizona. It's free and everyone is invited. You can register now at www.bivio.com/club_cafe -- ...
Since I took over as treasurer of my club, there has been an $8 error in the account total for our bank. I have not been able to find out why, only that it was there when I got the books and has remained exactly ...
Good morning everyone, Hope you are planning to join us online this Thursday at 8:30PM for the Trefis webinar. Here's one of the benefits they offer. Every day, you'll receive an in depth analysis of a company in your email. Every week, you'll receive a ...
Does anyone have suggestions on graphs for tracking the returns of your stock portfolio, perhaps for 6-month time periods. I'm looking for something that can give a quick snapshot look at how our portfolio is doing. I can enter the valuation data each month. Excel ...