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Suggestion: "Reply to All" button instead of "reply"
More than once I have , or someone in the club has, 'replied' to an email in the club mail and told something confidential to the whole club. Has anyone ever aired this concern? we are trained by our servers that we can reply one ...
3 messages
VFINX
Is the dividend for VFINX considered "Qualified"? It was my belief that it is not a qualified dividend. On our Consolidated 1099 TDA includes the VFINX dividend as "qualified". What's the scoop? Bob Hooper New Pueblo Investment Club Tucson, AZ
7 messages
Challenge Club Meeting Tonight
Just a reminder that the ManifestInvesting Challenge Club is meeting online tonight at 8PM. All are welcome to join in. Register at www.bivio.com/club_cafe Tonights agenda will include: 1. Treasurer's Report (Laurie Frederiksen) Cash-on-hand is: Combined: $7035.55 2. Dashboard Status View the current dashboards at www.bivio.com/challengeclub. ...
5 messages
Suntech Power Holdings
Morning, I noticed on our Dec 2009 TDAmeritrade statement that we were charged $2.20 due to a cash dividend Adr Service fee? Just want to make sure that I put this under the correct charge place.
3 messages
Withdrawal Report
I am our club's treasurer for the last several years, but I am new to Bivio. We just switched from iClub in late 2009 based on Bivio's support for Options. We only do Covered Calls. My question is: Where is the Withdrawal Report for those ...
2 messages
Disney/Marvel Merger
We have previously announced that the Disney/Marvel acquisition was completed on 12/31/09, and thus should be recorded in 2009. The brokers are reporting this in 2010. This can make a difference because this transaction may be taxable, depending on the circumstances. I have a request ...
1 message
Webinars
Is there a place on your site that we can view a previous webinar? I didn't know if you were taping them and putting it on your site? Thanks, Deb
2 messages
Webinars
Is there a place on your site that we can view a previous webinar? I didn't know if you were taping them and putting it on your site? Thanks, Deb
1 message
Disney Marvel
Is the Disney Marvel merger treated as a 2009 or 2010 tax event?
4 messages
Audit Party
In the webinar presentation the audit worksheet was referenced as being available at the Club Cafe afterward. I am unable to locate it, can someone help? Thanks Bill Harvey
4 messages
Clearwire (CLWR) & Clearwire Rights (CLWRR)
Our club sold our Clearwire Rights (CLWRR) in the month of January 2010. On my valuation dated 1/31/10 I noticed that the Cost Basis for CLWR went down. Was that due to selling the CLWRR? I have never entered CLWRR into BIVIO (it did not ...
6 messages
allocate per partnership exception
Could someone make that explanation a bit clearer to me. example: if a member pays $20 for a Better investing book and the financial partner sends the check, is this box checked or not? the rest of the club does not intend to help her ...
9 messages
Annualized Internal Rate of Return ?
I know bivio shows the Annualized Internal Rate of Return, which is the current price vs the cost basis (plus dividends?) divided by total years we have held the stock, right? Well, where do we see the $ gain? I would like to compare in ...
3 messages
When to print Y/E reports?
If the books have been audited (bivio jibes with bank statements and broker statements), when may Y/E tax reports be printed and mailed?
2 messages
Thank YOu !!
and thank you, Rip, for setting my mind at ease over the "units' issue. deannie
1 message