In a message dated 12/22/2004 1:35:46 P.M. Eastern Standard Time, damundson@bivio.com writes: Could someone post a message as a quick refresher on this "Qualified Dividend" vs "Dividend" split. I forget what the driving difference is between the two and want to be sure I have ...
In a message dated 12/20/2004 10:55:30 A.M. Eastern Standard Time, tbombard@bivio.com writes: We have a member that has moved and she has not been good at all about letting us know how to contact her. We would like to get her off of the books ...
We have a member that has moved and she has not been good at all about letting us know how to contact her. We would like to get her off of the books before the end of the year so we don't have to deal ...
Is anyone else having problems with Bivio using the Firefox browser? The site is painfully slow and reports won't render at all. I can barely log transactions because the wait time is so long. Even paging through transactions takes quite a while. This is all ...
In a message dated 12/16/2004 4:49:34 P.M. Eastern Standard Time, garbagecop@foxinternet.net writes: > Is it even legal to manage someone elses money without a > license or their participation? No Ernie, it isn't legal. Actually, I believe it may be provided you have fewer than ...
-- Frank Novotny Joel Olander <goodrich@bivio.com> wrote: > M. Ostrem, > > No it's not a mutual fund. All our members are invited to > attend all meetings. Some choose to attend, most don't. > Meeting monthly is ridiculous. It may a fun way to ...
i am interested in having member use direct deposit into our brokerage account. how do other partnerships set this up? is it free? i am the treasurer and am looking for ways to simplify. autosync is helping alot. any other suggestios? thanks.
Remember gold etfs do not get favorable capital gains treatment. Long term capital gains are taxed as collectibles -- 28% (less if you are in a lower tax bracket). Ira Smilovitz In a message dated 12/15/2004 3:59:31 P.M. Eastern Standard Time, samcvic@bivio.com writes: Wayne (03)Edwards ...
Our club is exploring possibility of buying gold in order to balance our portfolio. Here's a question that came up in our meeting that I need some feedback on. If the club owns say 10lbs of gold(coins or bar) and a member wants to withdraw. ...
Hello Bivio Club Members; My club has come to a crossroad, and we are looking for feedback on how often other clubs meet? Currently, we meet monthly, however, life appears presented us all with some challenges. Feedback is requested for the following questions: 1) How ...
Will there be a time eventually where Scottrade would be available for use on the Bivio platform. I have a joint account with my family that I would be willing to place on here.
I just received the following email message from the NJ Division of Taxation (nice of them to reply in a prompt fashion <g>): TO: iras1@aol.com Ira Smilovitz FROM: Regulatory Services Branch DATE: December 13, 2004 RE: Investment Clubs - Partnership Filing Fee In response to ...
Part 8a -- most investment clubs are organized as partnerships or LLCs. If you are an LLC electing to be treated as a partnership, you also check "partnership". If you are organized as some other entity, choose the appropriate one. Section 9 -- Use "banking ...
You're going to have to look at the transaction records for that security and compare them to your historical records from TDWaterhouse. If you just sold the stock and there were fractional shares involved, the fractional shares may have been removed from your account pending ...
Bivio report shows .0587 shares of a stock at current valuation. However this amount doesnt show up on the transaction screen. Broker TDW shows zero position in this stock. How do I clear this .0587 shares from Bivio? My Bivio cash balances with TDW. Ray ...