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Club TIN and someone's SSN conflict?
Has any other club been told that their TIN is also someone's SSN? Here is the background behind the question. We have a TIN that we received in 2004 when the club started. It was used to open the first brokerage account and a bank ...
2 messages
Getting Started with bivio
Just a reminder that this evening we will be doing a webinar at 8PM EDT about getting started using bivio. If you are new or fairly new to using our services, we will be covering the basics of getting your club set up and tracking ...
11 messages
Adding members whom are minors
I am wanting to add two new members (brothers) who are minors. Can someone explain to me how I will go about setting this up? Will there be anything special that I will need to do to accomplish this? Accounting issues, brokerage issues, tax issues? ...
2 messages
merging clubs
Any thoughts or advice on merging 2 small investment clubs? We're losing members, but don't want to disband.
3 messages
Disbanding Club
We are in California. There is no way to file a partial return. Can I just wait and file the normal year end tax return to the IRS and to California? I am requesting checks be cut to payoff each individual member as of 6/15/2010. ...
3 messages
The Mankato Teachers Investment Club
One of the best things about my job is the people I get to interact with. Participating in an investment club attracts people who have a do it yourself belief that they can learn something new and be successful at it. They are the kind ...
1 message
Challenge Club Meeting-June 19-11AM EDT
Hi Everyone, Just a reminder that the June ManifestInvesting Challenge club meeting will be held online on Saturday, June 19 at 11AM EDT. Saturday is almost the longest day of the year so you'll have lots of time to attend and still have a full ...
1 message
Price-to-Fair Value
A few of you wrote to request an explanation of how the price-to-fair value ratio (P/FV) was used in the screening results from the St. Louis convention. First and foremost, it was something of a tribute to the participation of Morningstar and Standard & Poor's ...
1 message
grading your portfolio
I have discovered a new website which I find very interesting. I established my personal account, typed in our club's portfolio holdings, and "graded" the portfolio. Voila ! One more piece of evidence as to why we should sell XX and buy more YYY. http://navelliergrowth.investorplace.com/portfolio-grader/ ...
1 message
Addressing Market Risk by Learning about Trading Options
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 ...
1 message
Attending Berkshire Hathaway Annual Meeting
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
3 messages
Broker requirements for withdrawl
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 ...
4 messages
Dashboard Diagnostics Tonight-8PM EDT
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 ...
1 message
Fear
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 ...
1 message
TIME OF TRANSFER FROM BROKERAGE ACCOUNT TO BIVIO
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. ...
2 messages