Is there any need to back up any files with thumb drive or other form of backup? if i had a computer crash, couldn't i pull up all necessary information thru the bivio, or bank, or online brokerage accounts? i have paper files of each ...
Cash flow information can give you clues to future earnings than you won't get from an income statement or earnngs per share number. Research has shown that discrepancies between cash flow information and income statement accrual based information can provide meaningful insight into future stock ...
Our club is in the process of disbanding and I would like to close the books in June. I have your guidance sheet "Disbanding a Partnership" which has been a great help. Thank you. I have one question however, after checking to see if all ...
Laurie, Thanks for your extra efforts. I like the info and how it is presented. Our online club is not yet one year old but once we hit that one year anniversary we will be requesting to be included with the Positive Relative Return Graph ...
Our club wants to allow custodial accounts. Is there anything that we should be aware of? This is the wording I'm thinking about adding to our Partnership Agreement: Custodial accounts are permitted as long as the parent/guardian is a member in good standing. Custodial accounts ...
That's what it's all about. Hope is what moves us forward in life. Hope is what pushes us to move out of our comfort zones and grow as investors. We received a wonderful comment from one of the people that attended the Dashboard Diagnostics session ...
I am wondering when the 2011 tax forms will be available from Bivio so we can file our final federal return. Our club stopped investing activity a couple of months ago. Howard Fabry, Treasurer Univestors, LLC
Laurie can you give me idea when I will get my refund? Miss you guys In a message dated 5/24/2011 7:31:50 A.M. Pacific Daylight Time, laurie@bivio.biz writes: If you've ever felt constrained by some of the "rules" you've been given about choosing investments, you should ...
If you've ever felt constrained by some of the "rules" you've been given about choosing investments, you should find tonights Dashboard Diagnostics session very interesting. It's good to have guidelines to use when you're beginning to learn to invest, but, as you gain experience, it's ...
I would like to know if Calumet Specialty Products Partners, LP (CLMT) is the type of partnership that may result in tax filing problems with Bivio. It is not listed on the "Before you Invest" list on Bivio but it appears as it may be ...
Just a reminder that this Sunday we'll be doing the final session of our three part investment club treasurer training series. This webinar will give you an overview and chance to ask questions about some of the treasurer tasks you do less frequently. We'll discuss ...
I must be missing something but I cannot find a report that shows how our stocks are doing. For example, the MicNOVA Model Investment Club of Northern Virginia: We bought SYK on 3/2009 for $1,004 and current value after 25 months is $1,945. I believe ...