We have had a family investment club for 18 years as a general partnership. We have been told that if we incorporate, the Corp can pay the taxes. Has anyone tried this, and if so which type of corporation should we use? Some of our ...
we are adding each of our members with the initial balance on the switchover date. We have total paid for each member. we don't know what to put in the earnings allocated field. Also, the units field. thank-you - UYA
Just a reminder that tonight is the monthly Club Meeting Meeting webinar. We'll go over a sample club meeting agenda, and discuss how to do a portfolio review. The Valley Ventures club in Colorado has been gracious enough to allow us to use their portfolio ...
In this month's Club Meeting Meeting on Thursday, we'll discuss estimating revenue growth as our educational topic and suggested club activity. While it is easy to see how a company has grown sales in the past, once we own their stock, we want to keep ...
Not sure I'd refer to this as an investment http://marketplace.publicradio.org/display/web/2010/11/01/am-is-rain-a-good-investment/ I wonder if there are any special tax consequences of owning this? It certainly gives a new twist on the idea of a Rainy day fund. :) -- Laurie Frederiksen Invest with your friends! www.bivio.com ...
Hi everyone, If you need some ideas for stocks to study, this month's bivio dozen is hot off the press from our friends at Manifest Investing. https://www.bivio.com/expected_returns/mail-msg?t=183630600003 -- Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! www.facebook.com/bivio Follow us on twitter! www.twitter.com/bivio
Hi Everyone, It's almost Halloween weekend. Does anybody have any scary investing stories? One of the first stocks one of my clubs bought was a telcom stock during the telcom bubble in the late 1990's. It certainly scared us. As it dropped, we realized we ...
Hi Club Cafe - New Member here with some questions on investment club structure. I want to help groups of investors form investment clubs. These clubs have agreed to pay me for administrative services and accounting services (organizing club meetings, minutes, accounting). I will not ...
Hello, I failed to update bivio with new brokerage login and password after brokerage required new login information. I have not used bivio in a few months. Everything is now out of whack. Stocks we've purchased and sold are not up to date. Does anyone ...
The Microsoft earnings conference call is this afternoon, 5:30 EDT. You can sign up to listen to it here: http://www.microsoft.com/investor/Events/default.aspx It's always fascinating to listen to these and then to read the journalists interpretations of what was said. It definitely gives you perspective on how ...
Greetings, I wanted to see if anyone has wording in their partnership agreement that penalizes members for withdrawing. I've heard that some clubs do, but most don't and just wanted some advice. Thank you in advance! Johnny
We have a 1% of the withdrawal amount or $100 whichever is more. In a message dated 10/27/2010 6:24:35 P.M. Pacific Daylight Time, duncanjohnny@bivio.com writes: Greetings, I wanted to see if anyone has wording in their partnership agreement that penalizes members for withdrawing. I've heard ...
The second judgment you will need to predict Microsoft's earnings tomorrow is an estimate of their net margin for the quarter. Margin will be affected by their expenses. It's a long way from the top line of a companies income statement (Sales) to the very ...
One of the judgments you'll need to make to project first quarter earnings for Microsoft is the percentage that revenue has grown since the same quarter a year ago. At that time, quarterly revenue(sales) were $12920 Million. There are various places you can go for ...
Hi Everyone, Here's a fun activity. Let's see who can come the closest to predicting what Microsoft will announce as Earnings Per Share when it reports on Thursday. I will offer as a prize to the club who comes closest, $20 in bivio bucks toward ...