If you are, you might be interested in this perspective by Mark Robertson of Manifest Investing. http://www.facebook.com/note.php?note_id=130388533684374 The article also includes some very interesting perspectives on IPO's in general. -- Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! www.facebook.com/bivio Follow us on ...
One of the special things about the investment club community is our connection to others with our same interests in great places all over the US. One of the fun things to learn about is what makes each of our hometowns special. During the holiday ...
Here's a nice problem to have. You bought a stock in September and it has already increased in value 33 percent. That's more than you expected to happen for several years. Should you keep it or move the money into something with a higher potential ...
At our Getting Ready for Tax Season webinar last night we heard from several clubs who had actually received penalty due notices from the IRS because they didn't file their club returns correctly. One club had sent them in in March, but received a notice ...
Our club simply advises new members that their first contribution only (of $100), while credited to their account , will IAW the Partnership Agreement be deducted upon their withdrawal plus any other direct expenses necessitated to liquidate their interest. (I suppose we have never seen ...
In our club all new members are charged a one time $100.00 fee upon joining the club. Are there any suggestions on how I can take care of the accounting side of this transaction. Wayne
Wouldn't it be nice if we could do this with confidence? Obviously, there will always be unknowns when trying to project the future of a stock price but there are a lot of things you can learn that will help you make much more educated ...
Hi Everyone, Time to start spending a little time thinking about tax season before the end of the calendar year. Join us for a free webinar on Sunday February 14 at 8PM ET. We'll give you a brief overview of what will be required of ...
Hi Everyone, This month's Dashboard Diagnostics session will be online, this Thursday at 8:30PM ET. In the Thanksgiving spirit, Mark Robertson from Manifest Investing will be discussing a very interesting portfolio from an investment club in Plymouth Massachusetts. The session is free and everyone is ...
Hi Everyone, I apologize but I made a mistake on the date for the Getting Ready for Tax Season Webinar. It is Sunday November 14 at 8PM, not February 14. We had 2 inches of snow where I live last week. I guess in my ...
Greetings, We are having a constant problem of getting members to pay on time. We collect quarterly and have to chase down the same two members every quarter. How do you handle these situations if you ever encounter them and is it wise to include ...
We have everyone make out 4 checks once a year - one for each quarter. They leave them undated because a few times we have decided to deposit early. Members have been great about trying to make my job easier as they recognize how much ...