Hello, Cindy Relick here from ChickPicks. I'm the newly elected treasurer and we are looking to dissolve our group. I know we can 1. transfer stock to each member or 2. cash out everything and cut checks to the group My concern is that we ...
I moved to Hawaii and although I approached NAIC I haven't had much luck with them helping me locate a club. Was in my previous club for 23 years. Have interest in options as well as stocks. Please contact Doug at (808) 395-6462 and/ or ...
Club's first year and I paid for our annual subscription with my personal credit card and I was reimbursed with club units. Because I paid the entire expense, do I allocate this entire expense to me or does it get allocated proportionally? Any help much ...
Hello All, Any help explaining AIRR would be greatly appreciated. We own a stock that has increased significantly in value, but the AIRR shown in Bivio (757.8%) doesn't seem right. I need a straight forward, unobtuseA way of explaining it to my group.A The explanation ...
This message is directed to members of clubs based in Arizona. Starting this year, the Arizona Department of Revenue (ADOR) requires partnership returns to be filed electronically unless the ADOR director grants a waiver. The waiver request form (number 292) can be found on the ...
Hi, we have a situation, we're one of the members passed away and we want to transfer her position to her son. What is the best way to achieve this transfer. I'm looking for the advice of this community and greatly appreciated. Regards, Alessandro
How does an investment club (general partnership) complete section 4 of a W9 when requested by a broker in support of a new broker account for the club? Section 4 applies to exemption from backup withholding and/or FACTA reporting. Exempt payee code (if any)A ? ...
Just wondering does anyone have a standard membership/partner registration or information form for when a member joins the Club? Our Club is 20+ years old and haven't had any new partners for several years.. Now we have a couple of perspective new partners. Is there ...
I've been thinking about starting a family investment club - my husband and me plus our 3 kids and two of their spouses. It would be 3 to 7 adults - at least to start. Most with no investing experience except their work 401Ks. I ...
Started my club last year, looking to send an email / letter to friends/family about an opportunity for them to join. Do any current clubs have sample email / letter for prospective new member. Any info / advice much appreciated. Thanks, Mike
I just spent about 45 minutes (15 of which were in a wait state) in an online chat with a Schwab "investment professional" about investment clubs and their legal structure about 1) new partnership/club accounts and 2) what to expect when we are transferred to ...
We are in the process of moving our club to Fidelity. Sent the application and should hear back next week sometime. Really hoping that there aren't too many things that need fixed in the applications. The application was long - 4 parts - business account, ...
Does anyone have an idea as to why investment clubs seem to have become pariahs to brokerages? Three of the seven brokerages (Folio, Schwab, and Merrill Lynch) listed as being ably to link through AccountSync seem no longer willing to accept new club accounts.
See here for the most recent VL on Apple 3-7% annual total return projected, a positive report, with an ominous warning a "full valuation" requires deferral of "new commitments". APPLE INC. NDQ-AAPL TIMELINESS SAFETY TECHNICAL 3 1 2 Lowered 11/27/20 Raised 4/17/20 Lowered 12/18/20 BETA ...
I also spoke to both of the companies and they confirmed that the integration of the individual accounts will be between three and five years out. The "think or swim" platform will be kept. The first changes that are planned for later this year is ...