Our club began in 1998 and is losing long term members quickly due to various personal reasons. We started with 15 and currently have 9. The long term member payouts are averaging $9000. We are having to sell stocks at a bad time to make ...
Our club has a foreign partner and we do not withhold taxes because the partner has provide a w-8ben form. Has any of the club experienced this situation? If yes, please let me know the form you have filled and send to IRS? I filled ...
The Mankato Teachers Investment Club from Mankato, Minnesota! Members of clubs from all over the United States came together last night to help determine the Grand Prize Winners in the bivio 10 th birthday contest. They had the difficult job of choosing between the four ...
We have a member who has withdrawn and the club has decided to transfer stock and cash into her name. How do we select the stock? Transfer winners? In prior years we have sold stock and offered the withdrawing member the cash from the sale. ...
Being the new treasurer I some how tripled the contributions from the members in March and I cannot figure out how to correct the total for each member. HELP! Thanks, Diana
I entered a social security number in error. How do I go about editing this? We switched brokerage firms to Scottrade. I do not know how to make that change.
I have members in the State of NJ and NY. Does the club need to provide State Partnership Return for each state. The Bivio only generates NJ State return. Thanks for you help,
I hope you all have your calendars marked and are planning to attend our Birthday Contest Online Awards Ceremony this Tuesday, March 23 at 9PM ET (8PM CT, 7PM MT, 6PM PT) Attendees are coming from all over North America. Designers have been busy creating ...
Our fund is interested in investing IRA assets but have never done so before. Our LLC operating aggreement has provisions that accomadate IRA's but we have never attempted to contact a willing custodian to act as a limited member. Are there any clubs that currently ...
Happy St. Patricks Day! In our community that means a discussion of Irish stocks. Join Mark Robertson from ManifestInvesting as he and Irishman Hugh McManus discuss a portfolio of Irish companies tonight during the monthly bivio/ManifestInvesting Dashboard Diagnostics series. It's at 8PM ET (7PM CT, ...
March 9 was my investment club meeting. It was also the 1 year anniversary of the recent extreme low point in the stock market. At my club meetings we always take a look at the bivio Performance Benchmark Report to see how our IRR for ...
We feel that some members are using club membership as a savings account and are withdrawing for spurious reasons. Our bylaws say a member may withdraw at any time and receive 95% of their valuation less expenses. Any ideas? What do other clubs do?