Stay warm and get ready for taxes! Your 2017 investment club tax forms need to be filed by March 15, 2018. You won't be able to complete them until you get your 1099 forms in February but you can get most of the work done ...
Despite numerous warnings, we submitted our 2016 Taxes after the March 2017 due date. $195 per member penalty was paid in Summer of 2017. We JUST received a CP210 Notice from the IRS saying "We made changes to your December 31, 2016 Form 1065. As ...
This is a very good overview of investment fees and their impact on investment returns.A It is provided by the Investor Education department of the SEC: How Fees And Expenses Affect Your Investment Portfolio Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! ...
Interesting statement from the Chairman of the SEC about Bitcoin and other cryptocurrencies: Statement on Cryptocurrencies and Initial Coin Offerings As with any investment, there are tax implications to any type of cryptocurrency transaction.A This revenue bulletin from the IRS discusses some of them.A Some ...
Hello, My club is comprised of retired teachers who have been together for 20 years. Although not at the point of disbanding completely, we are considering dispersing stocks one at a time among all. I guess that would be considered a partial withdrawal for each ...
For those of you who like to learn more about taxes,A this is a nice overview of some of the basics of Federal estate and gift tax rules: Estate Tax Basics Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! A www.facebook.com/bivio Follow ...
Good Morning, First just a note.A It is preferable not to start a new discussion topic by replying to a previous email on a different topic. You can always start a new Club Cafe discussion by sending an email to club_cafe@bivio.com Laurie Frederiksen Invest with ...
It's easy to underestimate how much of your financial decision making is based on emotions and not on facts.A This article sums it up some ways to avoid that: 4 Ways to Protect Your Retirement Investments From Your Emotions One they've missed is the value ...
We've had a steady stream of questions about ETF's lately.A I saw this recently and thought it was a pretty comprehensive discussion of ETF investments.A I thought some of your might be interested in reading it and/or sharing it in your investment club meetings: Inside ...
If you ever want/need to find receipts for past subscription payments, just go to Administration>Subscription. You'll see a "View Receipts" button on that page.A If you click on it, it will take you to receipts for all of your past payments.A They will show the ...
We had put options on this stock at the time of the split and the change was reflected in the option prices available. It was actually a split and not a dividend see the announcement by ISRG on the attached link - they state that ...
What do you know? It seems Charles Schwab wants to add some further insight to our recent quiz on Fundamental versus Technical analysis.A A They just posted this article: How to Pick Stocks Using Fundamental & Technical Analysis You'll find it very interesting if you'd ...