Just a reminder that the next Manifest Investing Challenge club meeting is tomorrow, May 17 at 8:30PM. It's virtual. It's online, it's free and everyone is invited. You can just listen or you can participate. Last months meeting included a lively discussion about ABAT. What ...
The recording from the May Club Meeting Meeting is now posted at www.bivio.com/clubmm . You will find links to both the full presentation and the educational topic only. The educational topic presented was "Investment Club Accounting-An Orientation for All Club Members" We got some nice ...
If anyone has sample bylaws or a partnership agreement that addresses online or out-of-state members could you please send me a copy? I am trying to revise our bylaws to allow one of our members to remain in our club as he moves out of ...
Our bank account has fallen out sync with our Bivio account and I need to get the bank balance corrected. I can't figure out how to enter an adjusting amount to the bank balance without attributing it to a member or another account. Is this ...
Congratulations to the Mad Loot Investment Club from New Jersey. They are the winners of a free, 1 year bivio subscription in our tax season gold star contest! And Congratulations to the treasurer of the Exclusive Investment Club from Ohio. Their club has earned them ...
I am trying to withdraw a member with a combination of transferred stocks & cash. I've transferred two different stocks to the member but the transfers took place on two different days. How do I enter the withdrawal? When I first tried to enter the ...
On Mon, Apr 25, 2011 at 3:32 PM, Amy Carlson < amy.carlson@comcast.net > wrote: We have been a club for almost 10 years and we (I think) are doing quite well right now. But, up until now we have hand feed everyone on how we ...
An investment club is an investment partnership for accounting and tax reporting purposes. This impacts the way your club records need to be kept as well as your personal tax situation. If everyone in your club has a basic understanding of your club record keeping, ...
We just met last night and our club continues to be impressed by our stocks' performance. I'm wondering if our returns are common with what other clubs are experiencing or if we're actually doing what we set out do MAKE MONEY. :-) Is there someplace ...
We've been struggling with getting reimbursed for expenses by our brokerage house. See, we don't have a checking account in our club's name (too expensive for our small group) and we cannot get wire transfers or checks made out to any other name than our ...
We are an online club and are looking for a list of states where we would be required to file a partnership return. The real issue is in our search for new members, are there states we want to avoid. We registered our club in ...
Just a reminder that the Manifest Investing Challenge club will meet Tuesday April 19 at 8:30 PM ET. It's online and free and everyone is invited. You can participate in the lively discussion or just listen and learn. There's always a lot to talk about, ...
Hi everyone, We got lots of nice comments from those who attended our April Club Meeting Meeting presentation: "Thanks, Laurie! The presentation is very informative and has indeed lessened my fears of reading financial statements. I have passed it on to my fellow club members. ...
Rip, thanks for your prompt response and for your support to questions from the bivio community. Lynn, thank you for the conversation last Saturday and for pointing me in the right direction. Butch Lang Rosemount, MN In a message dated 4/18/2011 8:55:44 A.M. Central Daylight ...
I've been working with investment clubs for 44 years but mostly in ND and this is the first year I've had to deal with the MN state M3 & M3A as a part of a MN state investment club return. In Oct 2010 I organized ...