Hi folks! I would like to invite our bivio friends in the Midwest to our Minnesota Investor Education Workshop on October 24th. Mary Ann Davis is coming! If you haven't experienced this outgoing, popular, national educator, you have truly missed out. We have quite an ...
Thanks! Original Message From: iras1 Sent: Sep 26, 2009 2:35 PM To: The Club Cafe Subject: Re: club_cafe: Re: Member Withdrawal - Best Option(s)? No, you've misinterpreted what I wrote. I'm in total agreement with Jerry Dressel. Ira Smilovitz In a message dated 09/26/09 10:07:48 ...
Prior to retiring I worked in the computer software industry for decades. There was an old "saw" that said, Backup is easy, Recovery is generally not. Has anyone ever had occasion to use the BIVIO XML recovery file? Successfully? Any suggestion as how one might ...
I am really confused now. In July, Jerry Drssel said to nsell the stocks held at a loss to fund a member leaving and now you are saying sell the ones with gains. We Original Message From: iras1 Sent: Sep 21, 2009 11:42 AM To: ...
we have our account linked to our fidelity account, we get an update of our holdings, however we do not get an update on our cash balance. how do we enter cash deposits, we enter the contribution for each member, but we do not see ...
Sorry, it "sent" before I was finished. I withdrew 5 members and sold our stocks with losses. Original Message From: iras1 Sent: Sep 21, 2009 11:42 AM To: The Club Cafe Subject: Re: club_cafe: Re: Member Withdrawal - Best Option(s)? If you have the cash ...
Disbanding our club is under consideration. If we go ahead with this, we plan to sell all stock on a given date and then pay each member according to Bivio allocations. Please advise us of any special tax consquences; do we file our tax return ...
Some bivions heard from: >C'mon, Mark. You must have a dashboard for the bivio Dozen by now, right? Yep. We'll keep a running tab at: http://www.manifestinvesting.com/dashboard/12218 We're thinking of updating this dozen stock study ideas on the Third Thursday of every month. The values shown ...
I am trying to set up Bivio for a club that has been in existence for a while. Our treasurer has used a custom system he designed using spreadsheets. We are using a switchovr date of January 1, 2009 and I am trying to figure ...
A couple of weeks ago we had two members that wanted a partial withdrawal. Both the same amount but what I have noticed now is that when I did the withdrawal I did not enter the correcet amount in the first box where it says ...
I have been reading in the Cafe about recommended options for clubs to handle a member withdrawal. I am a new treasurer. I've read several things and wonder if they are still true: 1. The best option is usually to transfer appreciated stock with unrealized ...
What is another single source other than Value Line that our Club could use to enter the necessary information to complete a SSG. Thank you to whoever can help.
Recently we accepted a new member. She was added to our bivio account when her capital contribution was deposited into our group account, but was never invested. Within 30 days, she decided that she'd made a mistake and submitted her resignation - which the club ...
I am attempting to Edit Opening Balances for my club. I used 1/1/09 as the switch over date. I entered my stocks and when I move forward I have - The acquisition date may not be greater than the accounting switch over date. When I ...