The stock market is behaving in a way that makes many of us uncomfortable. To add to that, the overwhelming prevalence of attention grabbing headlines leaves many of us either ready to just stop trying or paralyzed into inactivity. When things appear scary, positive action ...
If a club owns a "B" share of Berkshire, may the entire group of partners (club members) attend the annual meeting in Omaha? Can anybody confirm this from experience? Mark Robertson
With all of the talk recently about withdrawls, I checked with our broker, TD Ameritrade, to see what we need to do to transfer stock to a withdrawing partner. They require all partners to sign the form. We are an online club with partners across ...
During Dashboard Diagnostics tonight, Mark Robertson will be reviewing Dashboards created from stock suggestions given during the last three BetterInvesting National Conventions. How did those selections do and what can we learn from revisiting the judgments that were made to choose them? Dashboard Diagnostics is ...
When I was at the BetterInvesting National convention last week, I talked to many clubs about the Quest for Positive Relative Returns. There was a lot of interest and many more groups signed up to participate. Several people made the comment that they were a ...
What time does the transfer occur from Chas Schwab to Bivio Accounting Program? From what service do you get your end of day quotes and what time do they update profiles? Do you use the same service as Schwab? Thanks, we are new to this. ...
In one of the recent webinars, there was a good explanation of the members units. I have 2 or 3 ladies who just do not understand. Please help me out Sue Ford Women's Prof. Investment club
Our club switched from etrade to a local broker who uses Liberty Partners Financial Services for his accounts. Last year there was interest on the cash. This year not a penny to date; there is $3295.93 in cash. I've asked him to look into it ...
Our club switched from etrade to a broker who uses Liberty Partners Financial Services for his accounts. Last year there was interest on the cash. This year not a penny to date. I've asked him to look into it but have not received an answer. ...
We sold the entirety of one of our stocks (BBBY) years ago, and yet it still shows up in our portfolio, albeit with 0 shares and 0% of our portfolio. We can't figure out how to get rid of it altogether. Any help would greatly ...
Hello Everyone, Due to the BetterInvesting National Convention being held this week, the June Challenge club meeting has been rescheduled to Saturday morning, June 19 at 11AM EDT. Everyone is welcome to attend. You can register at www.bivio.com/club_cafe Laurie Frederiksen www.bivio.com
Hello, About a week ago I posted the first note on 'closing a club'. The additional comments have been most helpful. Another question: When closing, members will be receiving their percent ownership in stock and their share of the remaining cash. I am looking at ...
My investment club is closing after many years. We have 12 stocks and 8 are about even and 4 are down significantly because of current market conditions. Is there a preferred way to discontinue operations? Thanks, Audie Brewton
Wow. The ability to entice you in to reading this with both the weather and something to worry about. It's a great time for headline writers. (The subject line of this was a real headline I saw this morning). There's nothing like anxiety to get ...