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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
After reading all the responses to Kimberly Hazen, I would like to know whether the clubs using Schwab also have investor checking or just write checks through the brokerage account. When we write checks, we have to call in to get the check images. Check ...
We use TDAmeritrade and it has been great. No problems writing checks, depositing electronically or transferring stocks when a person leaves the club. In a message dated 6/27/2011 7:25:51 P.M. Pacific Daylight Time, dcscoville10@gmail.com writes: Note: BAWBEESE INVESTMENT CLUB uses TD AMERITRADE, VERY HELPFUL On ...