In a message dated 11/4/2007 5:06:53 P.M. Eastern Standard Time, shawnthemayor@bivio.com writes: My friends and family constantly ask me for investment advice and stock tips. The investments I have made for them have done allright. So they keep coming back for more =) I dont ...
Hello all, My friends and family constantly ask me for investment advice and stock tips. The investments I have made for them have done allright. So they keep coming back for more =) I dont mind helping but I was looking for a way to ...
Our Bivio balance differs from our TD Ameritrade balance by a substantial amount. The difference appears to relate to our membership dues being counted twice. Can anyone help us correct this?
In a message dated 11/1/2007 2:34:37 P.M. Eastern Daylight Time, cgarbett@bivio.com writes: Our Bivio balance differs from our TD Ameritrade balance by a substantial amount. The difference appears to relate to our membership dues being counted twice. Can anyone help us correct this? If you ...
I see you didn't replace the missing slide between pages 40 and 41. (If you read the notes, the omission will be obvious.) Ira Smilovitz In a message dated 10/31/2007 4:11:39 P.M. Eastern Daylight Time, dobbs@bivio.com writes: Hi Everyone. I've uploaded a slightly modified version ...
Hi Everyone. I've uploaded a slightly modified version of The One Minute Treasurer slides and notes here: https://www.bivio.com/club_cafe/files/TheOneMinuteTreasurer.pdf This version hopefully makes the Penny Payments trick more clear and also fixes a few pages where the notes ran off the end of the page. Enjoy! ...
The latest valuation statement of 10/29/07 has incorrect balances in the Bank and TDAmeritrade accounts. The bank balance should be $27.02. The TDAmeritrade balance is $11.67. I may be incorrectly entering member dues payments which could be contributing to the problem. When I send the ...
You are invited to the Puget Sound Chapter Investors Fair in Bellevue Washington on November 16 & 17 2007 Twodays of classes, computer lab and company presentations Thirty classes by excellent instructors: for example Gary Ball, Bob Adams, Brian Lewis, Avi Horwitz, Jim Thomas Cy ...
I am trying to print a report, but the page comes out empty except for the the club name on top of the page and the bottom options ie. Return to the report list Download spreadsheet Get help Any ideas?? thanks in advance Alex
In a message dated 10/28/2007 1:04:07 P.M. Eastern Daylight Time, nycpartners@bivio.com writes: Thanks, this is really helpful. In the latter scenario (club has cash on hand to fund withdrawal), how is that recorded on the K-1? Is it "sale of investment club unit"? Secondly, does ...
In a message dated 10/28/2007 11:04:18 A.M. Eastern Daylight Time, nycpartners@bivio.com writes: I was reading the Investment Club Operations Handbook recently (BetterInvesting), and I was hoping someone could clarify two questions that I had: (1) When there is a new member admitted or change to ...
I would think that would work as well. Ira Smilovitz In a message dated 10/28/2007 12:17:34 P.M. Eastern Daylight Time, danny.matthews@hotmail.com writes: Could a club have a signature line with a line to show the date signed by each individual member? Danny Matthews From: IraS1@aol.com ...
I was reading the Investment Club Operations Handbook recently (BetterInvesting), and I was hoping someone could clarify two questions that I had: (1) When there is a new member admitted or change to the partnership agreement, how is the agreement actually revised - meaning do ...
I was reading the Investment Club Operations Handbook recently (BetterInvesting), and I was hoping someone could clarify two questions that I had: (1) When there is a new member admitted or change to the partnership agreement, how is the agreement actually revised - meaning do ...