I posted this question awhile ago but don't see it listed and never got a reply, so here goes again. Our club just went on unit-based ownership (as opposed to equal shares). That means that some people can have more ownership in the portfolio than ...
In a message dated 4/2/2005 10:46:47 P.M. Eastern Standard Time, joeydag@bivio.com writes: Does bivio support printing state tax returns without additional cost? Bivio does not offer state returns at any cost. In other words, even if you are willing to pay you can't get it. ...
Does anyone know anything about this State Tax Form. I'm told NAIC sent out some kind of information card concerning this form being filed this year (for 2004), but I never got it. Any information would be welcomed. Sorry if this has been asked before ...
Hello and welcome. If you are in the Southern California area and would like to join an investment club then please feel free to email me with your information or questions. email address is brynrojas@yahoo.com
Some of you have been wondering what Mark is up to. Amongst the many things he is working on, we have Mark doing an SSG on BBBY on http://www.stockfundas.com Check it out and see how easy it is to share SSG with fellow club members. ...
I spoke to E-Trade and the rep thought it might be related to the changes they recently made in the "Sweep Account" choices. Robert Thomas From: club_cafe-owner@bivio.com on behalf of Paul Moeller Sent: Tue 3/29/2005 3:01 PM To: club_cafe@bivio.com Subject: club_cafe: Re: E*Trade money market ...
I received the following transactions this morning from my account sync 03/28/2005 Unidentified credit, XCH - E TRADE FUNDS - MUNI MONEY MKT FD - AUTO FUND SLOT CHG 003 TO 011 Amount: $ 429.29 03/28/2005 Unidentified debit, XCH - GENERAL MUN MONEY MKT FD ...
In a message dated 3/21/2005 3:31:42 P.M. Eastern Standard Time, alan1303@bivio.com writes: Okay - hopefully my last post on Pengrowth! If you haven't noticed, there are Pengrowth posts on this discussion board going back to 3/3/05. Our investment club finally received a K1 Short Form ...
Okay - hopefully my last post on Pengrowth! If you haven't noticed, there are Pengrowth posts on this discussion board going back to 3/3/05. Our investment club finally received a K1 Short Form from Pengrowth in Canada. It clearly indicates that our investment club is ...
Hi Bonnie, This is the first time am writing to you just got hold of this site on google search. My question to you would be what are steps i should take to determine whether my current investments are appropriate or not. Is that a ...
Hi Bonnie, This is the first time am writing to you just got hold of this site on google search. My question to you would be what are steps i should take to determine whether my current investments are appropriate or not. Is that a ...
In a message dated 3/17/2005 2:30:13 P.M. Eastern Standard Time, tindles@bivio.com writes: Is it true that for tax years ending after 12/31/2004 Illinois investment clubs are exempt from the replacement tax and no longer have to file IL-1065? Secondly, I wonder if anyone knows whether ...
Is it true that for tax years ending after 12/31/2004 Illinois investment clubs are exempt from the replacement tax and no longer have to file IL-1065? Secondly, I wonder if anyone knows whether the investment income or loss from an investment club partnership is treated ...