All, This will be my first full withdrawals from my club since we switched over from bivio. Here is my question: When I was using NCA (desktop) software it was very easy to do a withdrawal because the valuation dates were only 13 times a ...
I spent a great deal of time completing this ridiculous return only to get this email today. What a collosal waste of my time! Hope you were spared! From: <service@better-investing.org> To: <prispeake@cox.net> Sent: Tuesday, May 10, 2005 3:20 PM Subject: Virginia Investment Club Tax > ...
>>Can one designate an investment club contribution as an IRA? Does the club need to apply for "permission" to have an IRA investment? No. An IRA must have a custodian which must be a bank, a federally insured credit union, a savings or loan association ...
In a message dated 5/7/2005 8:37:56 A.M. Eastern Daylight Time, ladyjoyce@bivio.com writes: I can't get into my data to make my report every since last night. I have to have my report done by tomorrow. Below is the message I get. Anyone know what is ...
I can't get into my data to make my report every since last night. I have to have my report done by tomorrow. Below is the message I get. Anyone know what is going on? Your request cannot be fulfilled because the submitted data is ...
Mathematically, how is the "Average Annual Return for All Members" calculated on the "Member Performance" report? I can't seem to recreate the number using simply the member amounts on the report. Is it the IRR for the entire portfolio or a function of the member ...
My club is considering disbanding. Has anyone gone through this process? My thought is to transfer stocks as much as possible, and sell just enough to provide cash to balance the various holdings. Who would get what stock might be an issue.I know 2005 taxes ...
>>Why did you assess each member a closing fee? Charlie I suspect the "closing fee" was actually just setting aside whatever money would be required to complete the final tax filing and partnership dissolution. I usually recommend that club's enter their estimates of these costs ...
http://biwiki.editme.com/ is a new site about NAIC-style investing. The content is a colaborative effort of those who choose to contribute. I've been involved in getting some initial content put up. Feel free to look around. If you see a topic (or the absence of a ...
We are a 16 member club and would like to have someone form another club speak at an upcoming meeting to share information about their club: how they operate, how they evaluation stocks, manage their portfolio - etc. We meet the first Tuesday of every ...
Hello, My name is Chris Biegel. I am the founding member of FNF (Family and Friends) Investment Partnership based in Chicago, IL on 1996. Currently, we are 4 members strong looking to add new members either locally or remotely (via on-line). If you are interested ...
Is there a report that we can view that shows the daily NAV value for a period of time? I would like chart our daily NAV, but looking up each day's value will be time consuming and I wonder if this already exists and I ...
Our club exercised some put options this past week. When I use the exercise option feature, our account shows that we still have the puts and does not show that we are short the stock. Do I need to expire the option and then enter ...