Communications
club_cafe
HelpRegister
Are You a Baby Boomer?
Being one myself, I've always wondered whether it will be a problem that we're all going to want our money out of the stock market at the same time. Here's some interesting results from a recent research study that addressed this question. http://www.frbsf.org/publications/economics/letter/2011/el2011-26.html?utm_source=home What do ...
1 message
Dashboard Diagnostics and Challenge Club This Week!
Working around summer vacation schedules means you have two opportunities this week to spend some time online with people like yourselves discussing investments. The first is the August Investment Club Dashboard Diagnostics session which will be this evening, Tuesday, August 23 at 8:30PM ET The ...
1 message
Your Investment Club Partnership Agreement
The topic for our September Club Meeting Meeting will be "Your Investment Club Partnership Agreement". Do you know where your club partnership agreement is? Do you know what is in it? Do you know why it's important? We'll discuss these things and more. So find ...
1 message
Fuze Meeting Demonstration
Paul Madison has offered to demonstrate Fuze Meeting, an online meeting program, for anyone interested, this Friday, Aug. 19 at 4:30 ET. If you'd like to join us, we'll need your name and email address to send you an invitation. You can register here: Register ...
1 message
It May be Ludicrous But....
We sometimes have clubs that are new or that have had losses or minimal income ask whether they need to file club taxes. Just to reinforce the resounding YES answer to that question, I want to let you all know that today I've been working ...
1 message
Scared?
Does the current insanity in the stock market mean you have chewed off all your fingernails, pulled your hair out or you've taken refuge under a rock? If so, you might need some group therapy. Mark Robertson from Manifest Investing has agreed to join us ...
1 message
Is Goodwill Good?
If a company you own has acquired any other companies in the past 10 years, it will probably have an asset on its balance sheet which is called Goodwill. In fact, the total assets of some companies currently the topics of discussion in the investment ...
3 messages
Would Your Club Like to Meet Online
Hello everyone, I know some of you have an interest in having club meetings online. I was talking to a club yesterday which is having success using Fuze Meeting to do this. Their website is www.fuzemeeting.com It can be used with any hardware, including smartphones ...
4 messages
Withdrawal: Transfer of Stock
I understand the various tax consequences of different ways to pay a withdrawal. However, I am curious how the following example should be handled. Let's say a partner has decided to withdraw from the club and the partnership agreement is clear that remaining partners have ...
2 messages
Challenge Club July Meeting
The July meeting of the Challenge Club will be held on Tuesday, July 26 at 8:30PM Eastern Time. It's online, it's free and everyone is invited. You can just listen to the discussion or participate in it yourself. It's always lively and interesting. Register now ...
1 message
Cash Withdrawal
a member in our club withdrew some of his account.. I checked his account and found he had 13,714.19 in market value available and 12,625.00 total paid. I paid him 13,000. and now his account shows (375.00) as total paid. This entry appeared several months ...
9 messages
How Do I record a Stock not Cash Dividend
Received 5 share of stock and can't figure out how to record this.
4 messages
Performance Benchmark report
I have to do a club presentation on IRR. I am putting together slides based on Laurie's Benchmarking presentation. At the bottom of the benchmark report are 3 numbers in bold. The number in the investments column is the total cash invested. The number in ...
4 messages
You Can't Fix The Past
The unrealized gain/loss column on a valuation report can be very seductive. However, it's probably best to try to avoid looking at it when you are making portfolio decisions. It tends to make you want to sell the stocks where you've lost money, (So you ...
3 messages
How Is Your Investment Club Doing?
It's pretty well documented that if you want to lose weight, it helps to keep a record of what you're eating and to weigh yourself regularly. If you want to go somewhere new, it helps to map out a route and follow where you are ...
1 message