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Gold Stars!
The sun is out. The days are longer. Spring is almost here and tax season is almost over! Don't forget. If you've done an audit and filed your taxes on time, you can earn a gold star for your club and be entered in a ...
1 message
Partnership agreement
We are planning to change our partnership agreement. In looking over the existing PA, I just noticed that the partners should have been listed on page 1. One partner has since left. Should we now fill in the names on the original document before archiving ...
4 messages
bivio Upgrade-Changes to Files Area
On Thu, Mar 17, 2011 at 7:48 PM, Lawrence Adams < ladams70559@gmail.com > wrote: Laurie: When I visited the site a few minutes ago, our club's Communications>Files page had changed completely. I wanted to add a new folder to it but could not find a ...
7 messages
Club Emails
All of the emails I send are now going through but I am not getting copies of them at my own email address. Is it possible for me to change something on my end so that I receive emails as well as the rest of ...
4 messages
Where is the search function?
How do I access the search engine?
1 message
Club Cafe Messages
How do you show message threads by topic in the new arrangement ? I will admit that the new files area is different but am not sure how it is an improvement. Can someone explain ? Roy Williams
2 messages
bivio Upgrade
Hi Everyone, Just to let you know that we are doing some system upgrades so you might find brief periods when your bivio access is not available. You will notice some improvements in your mail and files area and you can look forward to more ...
5 messages
Emails
I have tried to send an email to our club members for a couple days. It shows that it was delivered in gmail but bivio never delivers it.
3 messages
logging on for the first time
we have club members who, after years, stilll have not logged onto their bivio site. It has been so long since i did that i cannot remember how and cannot thell them. would you please take us through the steps of logging on to the ...
3 messages
State Partnership Requirements
As I was working through my tax issues this evening (thanks to Ira for all his help!) I discovered something that I wanted to run past the group. Have any of you filed your club name with your State's Division of Commericial and Corporate Code? ...
3 messages
club_cafe: Investments with tax issues REMX and GDXJ
On Thu, Mar 3, 2011 at 2:18 PM, Janet Pope < janetpope@bivio.com > wrote: Our club is considering two investmetns that we want to be sure will not cause tax issues with our use of bivio software. could you tell me if REMX or GDXJ ...
1 message
Developing a Portfolio-Dashboard Diagnostics-Thursday
You're invited to join us for the March Dashboard Diagnostics meeting as Mark Robertson reviews the portfolio of a fairly new club. He will have suggestions and ideas you can use if you are developing a portfolio, either within your club or for yourself. Even ...
1 message
Watch list
I am throwing this out to the club cafe as you have come up with such great suggestions before. Our club would like to have a watch list of stocks we have taken a look at but feel that now is not the time to ...
5 messages
Penny Payment System
We are a new club and use the penny payment system on our deposits with TD Ameritrade. Is there a way for bivio to automatically assign the deposit to the corresponding member or do I have to manually assign the deposits each month? Mike
2 messages
Managing Your Portfolio-Challenging a Stock
Mark Robertson has just posted the latest "bivio dozen", 12 stocks which meet the Manifest Investing criteria for high quality and high projected return. He also has published a great article showing the thought process used to "Challenge" one of the older holdings and replace ...
1 message