We have an investment club that uses this site so that we can keep up with our records. We are also with the NAIC. I remimbered when we frist set up this site it asked us if we where apart of the NAIC if we ...
Our family has just set up an investment club with the purpose of generating money to be used for a family vacation in 3-5 years. We currently have $1600. We will add approximately $50-$100 per month to the fund. We are ready to invest. We ...
Hello. I am a member of a newly formed investment club and would like to know exactly what documents need to be filed in the state of Indiana concerning the investment club. We have filed our name with the county recorder and have our federal ...
If I download a backup file of our Bivio online accounting data, is that file then supposed to be usable in NAIC PC Accounting? I originally uploaded our data from the PC Accounting to Bivio and it worked beautifully! Also, is a Bivio backup usable ...
I was curious on the "Cafe's" response to BuyAndHold.com recent changes to their fee structures. Seems like a good deal for investment clubs (assuming a minimum of two trades per month). But from an individual investor perspective, I am shutting down my accounts as $84.00 ...
What is the waiting period that we must wait after selling a stock to get back in to it. For example, we purchased stock ABC @ 10.00. It has risen to 15.00 and starts to slide back to 14.00 At this point we decided to ...
Hi! Just started a club a couple months ago. Each meeting, I collect money from the members, write down the amount, name of the member, and the day into a PLAIN LINED NOTEBOOK. With some members not paying on time, or others needing to withdrawal ...
Greetings. I write for a new financial publication called Grant's Investor (www.grantsinvestor.com). I'm putting together a story about New York City-area investment clubs and would like to hear from members who have compelling stories to tell about how their club investments have been doing over ...
I know there are thousands of investment clubs that use Bivio, is there any function within Bivio that will rank all the clubs in Bivio, so you can see how your club's performance stacks up against the others? Just curious
How can an older club that has been around for about three years, we do not use NAIC accounting software, get their figures into bivio club site. Can we enter year end figures form last year and then update every month this year and take ...
Hi, I have a question I'd like to put out there . . . As a stock holder and Investment Club "president", do I need to protect myself from a broker stealing my (our) stock? Meaning, if (for some reason) my broker or my online ...
Good Afternoon everyone I understand that we need to either form a corporation or a partnership and recieve an employer identification number from the IRS. I was wondering if you had any advice as to whether we should take the form of an LLC or ...