Hi Laurie, I was going to write this note privately, but then I decided it would probably benefit everyone on the board. We placed a stop loss order today that may execute if the earnings report isn't up to snuff this week. I won't share ...
Hi Everyone, We made it! In honor of April 15 and the work all of you have done to shepherd your clubs through another tax season, we think you deserve a gold star and a chance to win a free bivio subscription. We know how ...
Is there a way to override the current price used in the Valuation Report? I have a few securities where we are off fractionally and one option position where the price is not current. On the option position, the report does highlight that a current ...
I'm wondering if anyone can offer me any input on the following? We use a partnership agreement very similar to the Better Investing sample one. Due to member changes over the years (both in and out), we have ended up with an agreement that lists ...
I printed out all the required forms. Members have commented the k-1 forms were fine. About to send partnerships forms in but I don't have another set of k-1's for everyone. And not sure were to send federal? Appreciate any help!
One of the hardest parts about investing is knowing when to sell. The market is up again and some of our community favorites have made significant gains. It's not as much fun to think about selling stocks but maybe it's time to. Fortunately for you, ...
Hi Everyone, Just a reminder that April 15 is this Thursday. It is the deadline to file your club's taxes. You all need to file. If you are the type of person who needs to be motivated by fear, there is an $89 per member ...
our club is looking into investing in Vanguard Emerging Market I am concern on the effect this would have at tax time with the bivio programm could you tell me how or if it would ? thank you Lise
The slide presentation you recommended to Lou was very good and helpful to me-I am glad I found it. Everything matches nicely but we still have a discrepancy on the cash of $290.73 in Bivio and cannot find the cause after hours of searching. I ...
Hi, Is it possible to create a Watch List in bivio that the entire club can see? I'd also like to have the stock prices update automatically, if that's possible. So far, I haven't been able to find how to do this. Any suggestions? Thanks, ...
my name is tanner and im 28 years old i live in Salem Indiana I work for a major telecommunications company (verizon) and im looking to get into an investment club i have been investing on scottrade but im interested of having a larger pool ...
my name is tanner and im 28 years old I work for a major telecommunications company (verizon) and im looking to get into an investment club i have been investing on scottrade but im interested of having a larger pool of money to make more ...
Hi Everyone, There was an interesting discussion going on today on the BI Club treasurers list about Valuation dates. I thought it would be interesting to try and learn from each other by finding out how different clubs operate and why. To do that, I've ...
When I look at my demo club I see a number of members, transactions, etc. I assume it's ok to delete it all. ?? Any reason why I shouldn't?? I intend to restore my backup file to the demo club to ensure that it all ...
Hi everyone, Some of you are getting revised 1099's after you've filed your taxes and are asking us what to do about them. Here's how you should handle them. When you get a corrected 1099 after your club and members have already filed tax returns, ...