Those of you who held VMW on October 29, just received a nice fat juicy $27.40/share "Dividend" on November 1. Unfortunately, according to preliminary information released by the company,A they do not expect to have enough "earnings and profits" to cover the amount distributed so ...
For the past couple of decades, our investing community has explored evolving, faster-growing companies during the Halloween season. This was originally based on Forbes 100 Best Small Companies -- a feature they discontinued (7) years ago. Ken Kavula and I decided to continue the effort ...
Hello, Our investment club has recently elected a new Treasurer .A Do we need to inform the IRS by filling out form 8822-B ? Would appreciate your guidance on this. Thanks Roma Mayur
Hi All, I decided to see if there was any further information on when TDAmeritrade accounts would be changing to Schwab accounts.A I found these FAQ's on the Schwab website: FAQ's From what I can see there,A it appears you may not see any changes ...
Does bivio Support still offer help to member clubs sasking for advice on an ETF for a possible investment? I wrote a while back and haven't heard! Thanks so much!
Looking for an educational activity for your club meetings? The SEC has some fun little quizzes about finance and investing that you mightA find interesting to work through together.A You can find them here: SEC Investing Quizzes Laurie Frederiksen Invest with your friends! www.bivio.com Become ...
Are other groups experiencing issues with the IRS? On Tax year 2020 we filled the 1065 on March 11 (Postmark)A They, apparently, received the mail (Receipt stamped March 30th) They assessed our club with a steep penalty.A Of course we will contest the penalty via ...
Speaking as a Dept of Treasury employee I can tell you that the IRS is composed of real people who want to solve issues. The dramatic Congressional budget cuts over the past 20 years have ravaged the customer service ranks and long waits such as ...
I have gotten conflicting advice on how to handle member payments made in advance.A So I'm asking for your thoughts.A A Our Operating Agreement states: "Members must invest a minimum of $25.00 per month to their capital account, payable at each regularly scheduled meeting.A Members ...
Hi all, We had a club ask us to give them of an example of how a "Fee" (penalty) charged on a withdrawal affected the withdrawal payout and the accounts of the other members in the club.A A We put together this simple example to ...
In today's Chapter Advance Change in ICLUBcentral's Products for Sale Per the organization's long-term strategic plan, sales of ICLUBcentral's Toolkit 6 to new users will be discontinued on September 30th, but the software continues to be supported with access to the automatic data feed from ...
I would like to know if there is a Chapter Directory of Better Investing clubs in our area. We'd like to meet and perhaps have joint meetings with other like minded investors. I am especially interested in clubs in the eastern part of Nebraska; Omaha, ...
Please join us in giving a warm welcome to the two newest members of our bivio support staff, Joanne Hermiston and Becky Kruse. Joanne is a detail-oriented and customer focused professional with strong analytical and problem-solving skills. She has expertise in accounting, financial processes, business ...
Hello Laurie, Is your club open for new members? I would love to explore your club's membership requirement. Minh T. Le On Aug 17, 2021, at 8:48 AM, Laurie Frederiksen <laurie@bivio.biz> wrote:  When answering questions like this, there are two good places to start: ...