Starting this year, a new tax program is being phased in which requires your broker to report your capital gains to the IRS. What does that mean for your investment club? It means there is an additional reason the information on your club tax return ...
My mistake. I thought I had pulled up the 2011 1099-B at the IRS website and didn't see the capital gains reporting boxes, but I mistakenly was looking at the 2010 form. Ira Smilovitz In a message dated 10/31/2011 10:36:57 A.M. Eastern Daylight Time, laurie@bivio.biz ...
Should I print and file each confirmation notice from my broker? I have been comparing my broker statement against Bivio but have ignored the confirmation statement. Should I also compare the confirmation statement against the broker statement and Bivio?
Have you discovered Trefis yet? I've been having a lot of fun playing with it and find it very useful to help me sort out the real impact of some of the information I see making headlines for different companies. It helps you really get ...
It is a good idea to have a sense of the global growth in the businesses your investment club has chosen to invest in. This recent presentation by Mary Meeker about web 2.0 has some fascinating data about the global growth of internet related businesses. ...
Admit it. As investors, you'd really like to find and invest in a small company before it's business really takes off and everyone else discovers it as an investment. We all want to hit that investing home run. So where to find good candidates? Every ...
If you are going to be an effective investor, you need to have a basic understanding of the language of business and have some comfort level with reading financial information. If you just open a 10-K report, you might feel overwhelmed. But, if you can ...
No. The club doesn't have to deal with it, the individual member or his/her executor has to deal with it. The club operates according to its partnership agreement. If a member divorces, s/he remains as the sole member unless the club receives instructions otherwise. If ...
Currently we have only individual members as partners. How do we handle the spouse of an existing member joining the club if they want to join in joint tenancy with his/her spouse? I presume we would have to modify our PA to allow joint tenancy. ...
But I don't think Apple (AAPL) had a bad earnings report yesterday. They soundly beat their guidance for the quarter so I'm happy. Personally I always base my judgments on their guidance because I've found that it is usually very conservative. They had an explanation ...
I don't know about you but I look forward to the quarterly earnings season. It's the time to "check in" with the companies whose stock I own and see whether the fundamental judgments I made about their sales growth and profit margins are still valid. ...
Our club is considering changing from a conventional meeting system to handling business online. We feel through the use of Bivio, and perhaps Yahoo Club sites we would be able to present stock ideas, discuss stock investing as well as conduct purchases through voting systems. ...
My father was a professor and when I was a kid, the idea of getting a PhD was very intriguing to me. However, I was concerned because my dad told me that my thesis would have to be about a topic nobody had studied before. ...
Just to let you know, this weekend, the bivio site will be temporarily down for maintenance from sometime Saturday evening until sometime Sunday morning. We hope this will not cause you any inconvenience. Of course, the time off from your club activities means you will ...
We have had some interesting discussions on this list in the past couple of days and we hope to have more in the future. As usually happens however, some people, especially those who are new, start to wonder why they are getting "all these emails". ...