Dear Bivio Investment Clubs, Our club's member numbers have been declining as members have struggled financially lately during the past couple years. To attract new members in the past, we have just asked friends/colleagues to join. It seems that we are having a hard time ...
Matt, We made a provision for this event in our Bylaws "If a partner experiences a financial emergency, he/she may be granted a waiver by The Club from making monthly contributions for a period of up to six (6) months. A request for a waiver ...
Try DECREASING the cash amount you record for the dividend by $.65. The data entry screen asks for the net cash deposited in your account -- this should be $5.82. Then you enter the $.65 tax paid in the foreign tax box. Ira Smilovitz In ...
Can someone please help me? I'm trying to record a dividend from Honda Motor Corp of $6.47. That is the total amount that we received. There were also foreign taxes withheld in the amount of .65 cents. I put the transaction in on the dividend ...
I'm trying to do an SSG for an insurance company, but am having trouble making sense of the different insurance terms. Does "premiums earned per share" correspond to sales? Thanks for your help. Judy
You distribute the proceeds any way you want. What you will be doing is asking your members to make partial withdrawals. You can either ask for volunteers or you can take a club vote and allocate the withdrawals in any fashion that is consistent with ...
Unless the NJ Partnership law changes it will become necessary at some future time to sell a portion of our portfolio in order to avoid reaching a $60,000 valuation. In what proportion are the proceeds distributed and is it available through Bivio or is this ...
hi our club uses ameritrade. we just received a dividend which was not reinvested but instead just deposited as cash into our account. i've tried to enter the dividend on bivio in several ways (investment income, dividend, etc.) but whenever i do, it still does ...
I am updating the addresses and SSN's of our members both active and withdrawn so the K-1's will be created correctly. I was intended to get the email addresses of all withdrawn members updated as well, but it appears I cannot enter an email address ...
Good information to know. Thank you Sharon >From: Rob Nagler >Reply-To: "The Club Cafe" >To: "The Club Cafe" >Subject: Re: club_cafe: Changing treasurers on Buy and Hold.com >Date: Sat, 3 Jan 2004 15:55:56 -0700 > >unclpaully@comcast.net writes: > > Our monthly statements are sent to ...
My club recently departed buyandhold.com because we were sick of the very poor customer service. Most notably, anytime we requested a check, there was always problems -- the most recent request took 3 MONTHS to finally arrive. So we've switched to BrownCo. THey were extremely ...
I'm not sure how to handle the following: I paid for Investment Advice utilized by the club I belong in June 30 with the club to reimburse me. I posted the expense on bivio so that the club's valuation was properly reflected. However, I did ...
Our monthly statements are sent to a general yahoo email address to which everyone has the password. Whoever is the treasurer can simply download them and reconcile with bivio. We write checks out of a bank account, on which three members are signers. Since withdrawals ...
Thanks for the information. These are good suggestions Sharon >From: unclpaully@comcast.net >Reply-To: "The Club Cafe" >To: "The Club Cafe" >Subject: Re: club_cafe: Changing treasurers on Buy and Hold.com >Date: Sat, 03 Jan 2004 16:55:41 +0000 > >Our monthly statements are sent to a general yahoo ...