Please explain why Ford (F), General Electric (GE) and Home Depot (HD) are not in the price database that Bivio uses. I understand that unlisted stocks include thinly traded or some foreign securities. But I feel large companies such as GE, Ford and Home Depot ...
Don't forget! If you have friends whose clubs are not using bivio for their club accounting, this is a good time of year for you to remind them that if they did, they would not have to pay extra for a tax printer to do ...
Our club has decided to make a donation to the local veterans organization. This seems easy enough to handle in Bivio software. We simply need to add a deductible expense. This then shows up as a Charitable Contribution in the Member Tax Allocation Report. My ...
I know that the valuation report provides a unit value and that it can be run to obtain that value for any day in the past. Would it be possible to create a report that could easily provide the high - low unit values for ...
I withdrew a member, then discovered dividends that had not been posted prior to withdrawal. now i want to delete and perform the withdrawal again, with correct numbers. Bivio will not let me delete the withdrawal. what next? deannie
It's time for another in our successful Club Meeting Meeting series! Join us this Thursday, December 2, at 8:30PM ET Question: Once you own a stock, how do you decide how long to keep it? Answer: You should follow its earnings reports and regularly re-evaluate ...
Don't forget, we'd love to have you as friends for our new Facebook page. If you "like" both the bivio and the Manifest Investing facebook pages by the end of the day Monday November 29, you will be entered in a drawing to win a ...
Isn't Thanksgiving a great holiday? It's a day in the middle of the week when all you need to do is to share a nice meal with people you care about and think about all the good things you have in your life to be ...
When we make projections about the future success of a company, we rely heavily on data from their past. It is important to be aware if that data changes. Green Mountain Coffee Roasters (GMCR) announced in September that they had found a 7.6 million dollar ...
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 ...