Hello, I hope everyone is doing well. In our club, we use Venmo to send the treasurer our monthly contributions for her to deposit in the investment account. A new guidance came out that states for goods/services over $600, the payment company will send the ...
It appears that as of late last week, Fidelity has shut off access to their transaction data for all sites using the interface we used to get it. To address the issue,A we will be working on a new Fidelity access via Yodlee such as ...
Our club switched last year from TDAmeritrade to Fidelity. Twice so far Bivio has informed us that the user name and password we established no longer work. Neither we nor Fidelity made any changes to the user name or password. Bivio states that they do ...
If your club has any investmentsA in foreign owned companies or ETFa€(TM)s or mutual funds which are invested in foreign companies,A you may have expanded tax reporting youa€(TM)ll need to do starting with your 2021 taxes.A We are working to include this in our 2021 ...
Hello : I do not get the page Laurie states in her memo of yesterday for checking new tax reporting for foreign companies. What am I doing wrong ? Richard
Hello, We are a 2 person investment club formed as a general partnership in PA. The club is domiciled at the one partner's current residence in PA, however, as of Jan 1, 2022, this member will no longer reside in PA. To avoid the mess ...
Morningstar had a link listing all the stock holdings of a fund or ETF. The listing could be sorted by size, acquisition date, % portfolio, number of shares, and so on. After Morningstar updated their website, the site no longer functions. It was a great ...
I'm wondering what the Bivio crew is thinking about the housing industry. Inflation is rising which means housing financing and materials are going up in price. This will likely lower demand. On the other hand, there still seems to be quite a backlog.
Our model club recently received an email from Clifford Trent, Director of Operations with BetterInvesting. The subject was Fidelity Bond Coverage. Fidelity Bond Insurance covers theft of club funds by a BetterInvesting dues-paying club member in the BetterInvesting dues-paying club. Both the club and the ...
Have any chapters developed a club mentoring as apposed to club visit program? Are you willing to share the procedures? Virginia Cooper Golden West Chapter of BetterInvesting
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 ...