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club_cafe: Changing treasurers on Buy and Hold.com
Thanks for the suggestion, it is helpful. We want to change officers every two years so that all members have a chance to do all the various jobs in the club. Good food for thought. Sharon >From: "Rip West" >Reply-To: "The Club Cafe" >To: "The ...
1 message
club_cafe: Changing treasurers on Buy and Hold.com
Doesn't one officer have to receive and reconcile the monthly statements? If you do not write checks how do you pay a withdrawing member or pay for purchases that are made by the club? Since my name is on record with Waterhouse I receive all ...
2 messages
Generating Reports
Can I generate a regular report that calculates amount and percentage gained or lost from each stock and then the total amount gained or lost???? It seems like the reports on this site are terrible, they don't give a percentage for 1/2 of our stocks, ...
5 messages
Changing treasurers on Buy and Hold.com
Our club is having a very hard time changing treasurers on Buy And Hold. Has anyone else experienced this pain? It has taken us over 2 months now to change, and we are still trying to work it out with all of the paperwork that ...
2 messages
club_cafe: Changing treasurers on Buy and Hold.com
We are having a very hard time with Waterhouse. We have been trying for 9 months and I just can't seem to get it right. Each time I think I have followed the instructions to the "T" they send it back and I have failed ...
3 messages
State Tax
Is there a plan to provide for state tax preperation? Ray Marchand
2 messages
club_cafe: NJ Partnership Fee
In a message dated 12/24/03 5:56:04 PM Eastern Standard Time, jmunn1@nycap.rr.com writes: With respet to Ira's reply, below, I wonder if a partnership can exist outside a state's jurisdiction. For example, an on-line club can it create its partnership in Guam or Puerto Rico? Sure. ...
2 messages
club_cafe: NJ Partnership Fee
Ray, First, it would help if you had your facts correct. The NJ Partnership Filing Fee was established in 2002, so this is not a new problem. The fee is $150 per partner (not $150 total) and applies to all partnerships with more than 2 ...
2 messages
NJ Partnership Fee
A $150 fee is being imposed on clubs with a valuation over $30,000 causing many clubs to close. Question; 1 - Any solutions to this problem Ray Marchand
1 message
Tax treatment of dividends.
There is discussion on the NAIC ICL about NCA allowing the entry of ex-dividend dates for dividend payments so the software can determine whether the dividend is eligible for a lower tax rate based on the holding period of the stock relative to the ex-dividend ...
2 messages
How to handle stock transaction
OK, in another thread I talked about Dynacq. Now NASDAQ has added an 'E' to the stock symbol, moving it from DYII to DYIIE. That stock is traded, but how do I change the stock symbol in bivio so that it pulls the current info? ...
2 messages
Benchmark Performance Report
Maybe it has been there for awhile, but I just noticed the benchmark performance report that allows you to compare your club's performance to a list of mutual funds over a selected time period. If you're like me and hadn't seen it, check it out, ...
1 message
Benchmark Performance Report
Maybe it has been there for awhile, but I just noticed the benchmark performance report that allows you to compare your club's performance to a list of mutual funds over a selected time period. If you're like me and hadn't seen it, check it out, ...
1 message
Bivio bucks referral
Hi everyone, Our club would appreciate any new clubs that may be joining bivio to use our club as a referral. Thank you in advance! Our club ID: suncoast All of us at Sun Coast Investments wishing you a safe & prosperous New Year! Sun ...
1 message
Zacks Rating
On the Valuation Report I can obtain a Zacks rating. For PEP - rating is a 4 What is the range of this rating and what does it rate? Also shows analysrs buy/sell rating 1.9. This I understand puts it into the Buy Range Ray ...
3 messages