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Webinar on BIVIO accounting
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
3 messages
Interest on money market funds
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 $3295.93 in cash. I've asked him to look into it ...
3 messages
Interest on money market funds
Our club switched from etrade to a broker who uses Liberty Partners Financial Services for his accounts. Last year there was interest on the cash. This year not a penny to date. I've asked him to look into it but have not received an answer. ...
2 messages
Deleting sold stock from portfolio
We sold the entirety of one of our stocks (BBBY) years ago, and yet it still shows up in our portfolio, albeit with 0 shares and 0% of our portfolio. We can't figure out how to get rid of it altogether. Any help would greatly ...
2 messages
Challenge Club June Meeting
Hello Everyone, Due to the BetterInvesting National Convention being held this week, the June Challenge club meeting has been rescheduled to Saturday morning, June 19 at 11AM EDT. Everyone is welcome to attend. You can register at www.bivio.com/club_cafe Laurie Frederiksen www.bivio.com
1 message
withdrawal: stock transfer
Hello, About a week ago I posted the first note on 'closing a club'. The additional comments have been most helpful. Another question: When closing, members will be receiving their percent ownership in stock and their share of the remaining cash. I am looking at ...
3 messages
closing a club
My investment club is closing after many years. We have 12 stocks and 8 are about even and 4 are down significantly because of current market conditions. Is there a preferred way to discontinue operations? Thanks, Audie Brewton
6 messages
Will the Heat Stay on Stocks this Summer?
Wow. The ability to entice you in to reading this with both the weather and something to worry about. It's a great time for headline writers. (The subject line of this was a real headline I saw this morning). There's nothing like anxiety to get ...
1 message
Relative Returns Graphs
Please add the SSS ($outh $hore $eniors) investment club of Michigan City, IN to your list of relative returns graphs. Thank you.
1 message
Club relative returns graph
Laurie, Please add MicNOVA (Model Investment Club of Northern Virginia) to the list for relative returns graph. Thanks! Jo Murphy MicNOVA partner
2 messages
Minor as partner
Greetings, Are there any issues with a minor becoming a member of an investment club? Can a minor sign a partnership agreement? Thanks in advance
2 messages
What We Gain By Investing
Having a goal of trying to write something every day can be intimidating. Especially when there is a lot on the agenda and it's hard to let go and focus on one thing. On those days, it's hard to find a starting point. But, I ...
2 messages
Relative return Graph
Laurie, Please add the Upnorth Investment club to your lists for graphs. Thank you. E. Kobiska Up North Partner
1 message
Relative Return Graphs for clubs
Please add MicNOVA (Model Investment Club of Northern Virginia) Many thanks. We are very excited about this. Josephine Murphy micnova partner jomurphy37@yahoo.com
1 message
AccountSync Passwords
Hi Everyone, Just a reminder that if you are using AccountSync and you change your login information at your broker, don't forget to update it in bivio. Apparently Scottrade is asking everyone to update their passwords and we are getting quite a few support requests ...
1 message