We have chosen Muriel Siebert as the broker for our new club -- any chance this broker will be added to the bivio family so that we can use the Account Sync option? Jan Dickson
I and another member of our club have received a few e-mails with our club's short name in the topic. I'm not yet sure if all members have received them, but this is more than a little disconcerting. I went ahead and opened one of ...
Does anybody know how one can enter a future valuation date in Bivio? Does anybody know how I can access my AIRR as a member? Would you know of a better way to record the selling of covered calls besides putting it into the stock ...
Yes. Ira Smilovitz In a message dated 11/9/2004 12:28:37 PM Eastern Standard Time, ted_metro@bivio.com writes: One last question, I apologize, but thank you for the excellent responses. So capital gains/losses would be treated similarly as dividends in regards to increasing or decreasing a tax basis?? ...
Increase or decrease (if expenses/losses are greater than income). Actually the change doesn't necessarily equal the taxable portion reported on the K-1 forms because nondeductible expenses and returns of capital also affect the tax basis. But the concept is the same. You can see the ...
Yes, dividends (and other income and expense) impact the cost basis of the members in your club. However, the method for accounting for that change is somewhat different from that used by mutual funds. Within bivio, the cost basis adjustment is made on December 31 ...
Do dividends impact the cost basis of the members in our club? It seems that because dividends raise the value of the share price, they would have to be paid out as a distribution (like a mutual fund) in order to impact cost basis. Then ...
We have chosen Muriel Siebert as the broker for our new club -- any chance this broker will be added to the bivio family so that we can use the Account Sync option? Jan Dickson
Instructions ; Enter amt of cash rcvd and the Account the money was deposited into. I am not sure what account this $ should deposited in. Any suggestions? Ray Marchand
Folks, we have just updated www.stockfundas.com. - Now you can share judgment and stock analysis with friends or other club members. - The analysis portion is more graphical As always your feedback is appreciated Thanks Rajiv
If you saw the report on the NAIC this afternoon on CNBC, you are probably as disappointed and disgusted as I am. For those who didn't get a chance to see the report, NAIC, an alleged not for profit organization, is being investigated by the ...
Hi, Our club is in the process of dissolving by year-end and in doing so we have a few questions. 1) How long does Bivio retain our records? 2) How do we make a backup copy of our records to our hard drive and/or CD, ...