Obviously, you're seeing one of the disadvantages of trying to keep all members equal. It doesn't always work as planned. Not to mention that it will get more and more difficult to find new members who can afford such a large initial investment. But to ...
In our TK5 program as well as investment websites such as Vanguard, they offer a report/graph that shows the portfolio value vs. cost over a period of time. We used to use this graph to help track our performance over time. Does Bivio offer a ...
Gurus: Our recently deceased member has caused us to reflect on details and it dawned on us that we have never made any changes to the "filing" we did with the county courthouse when we chartered. I was not a member at that time, so ...
It's me again. now i have incorrectly entered members' contributions for their Better Investing magazine subscription as "income". I realized it should be in the suspense account and thought i had deleted and corrected (since their funds were only passing through the checkbook as I ...
Hello, I have a simple question- We use an automatic investment plan and I our brokerage pulls the amount we decided to invest in the stocks we have chosen as a group and the purchase takes place on a tuhrsday afternoon. Our money is pulled ...
It's a deductible expense. Brokers are now allowed to charge ADR/ADS dividend processing fees. Ira Smilovitz In a message dated 7/6/2008 1:26:37 P.M. Eastern Daylight Time, lynn@bivio.com writes: We received an agency processing fee of $1.00 along with our dividend this month from our Infosys ...
Hi all, We received an agency processing fee of $1.00 along with our dividend this month from our Infosys ADR. How do we handle that fee? Should we enter it under "Charges"? Or should we enter the dividend net of this fee? Other? Thanks, Lynn ...
I am trying to order toolkit five at a discount and i cannot find the promotional code it asks for. any ideas? does it have to do with the state I live in, Oklahoma? Deannie
That's what I would have recommended if I had responded before Rip. So that's two votes. Ira Smilovitz In a message dated 06/23/2008 6:36:26 P.M. Eastern Daylight Time, ripwest@comcast.net writes: If an expense is not to be borne by all members, it is not a ...
I entered each member's payment of dues under MEMBERS, then the FEES tab, then the amount each paid in. BUT, I then put the payment of ALL the dues payable, plus the club dues, on my credit card, then wrote a check from the club ...
In a message dated 06/23/2008 9:18:05 A.M. Eastern Daylight Time, garbagecop@gmail.com writes: Hi Jason. My club doesn't inform the broker of our members' comings and goings. But then, we have a separate bank account where we deposit our dues, then have our funds transferred through ...
Hi I have started a club a couple months ago and sent in the paperwork to the state and broker for the investment club. My question is, when a new person joins do I have to inform the broker of the new member Thanks, Jason
Is there data available that shows relative composite investment performance of actively participating NAIC clubs? We are seeking data regarding the top, average and lowest performance to be utilized as a benchmark. Also, what percentage of NAIC clubs use on-line brokers?