At our next meeting there will be a discussion about a member who wishes to make a partial withdrawal from her capital account. What is the experience of other clubs with this issue?
Do you have questions about expense entries, advanced payment entries, withdrawal entries, how to reimburse a member with units and other non-routine tasks? You come to us most often with questions on these things.A You don't do them often, and they are a bit more ...
Wonder what other bivio investment clubs are buying and selling? Here are the top Buy and Sell lists for May 2016: Buys A By number of clubs: By total dollars: 1 AAPL GIMO 2 GILD HPE 3 VZ AAPL 4 T SOXS 5 FB GILD ...
Some of your investment clubs own TROW and may have heard about their $194 million "mistake" where they didn't vote against a Dell merger deal as they had advocated. A That left them on the hook with their investors for extra compensation when a challenge ...
Quick correction. A The ticker for Valeant is VRX, not VAL.A Sorry for any confusion. Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! A www.facebook.com/bivio Follow us on twitter!A A www.twitter.com/bivio Follow Us on Google+ Click here to A Subscribe A to ...
Hi All, I found this a fascinating story and thought may of you might also: The Valeant Meltdown and Wall Streets Major Drug Problem It brings up many points that are interesting to think about when it comes to choosing investments. A Apparently Valeant was ...
We have had an account with initially TD Waterhouse and since the merger with TD Ameritrade since July 20, 2000. We have been informed just last week that they have no record of any member of our club having authorization for the club even though ...
I am wondering if other clubs (in their constitution/charter) have a limit on the percentage a single member can have in the club (e.g. 20%, 25%, 49%, etc...)? What is that limit and why was it chosen? If the member hits or exceeds that limit, ...
May is Treasurer Training Month! It's a great time for a new investment club treasurer to get started or for you existing treasurers to learn something new.A Even if you're not a club treasurer, your club will be stronger if each of you has some ...
There are many solutions to your problem. It is not good to have one member with such a large percentage. That person could take a partial withdrawal, stop making contributions, others could be allowed larger contributions or a lump sum catch-up contribution. Linda Sent via ...
I followed good advice here and got an extension on 2015 return. We are a 10 year old PA investment club with 5 NJ members who in past got non resident PA K1s. This would be the first year we also are filing in NJ. ...
Don't forget, A we're offering our "Monthly Treasurer's Tasks" webinar live this coming Sunday. A Sunday May 22, 4PM EDT, A Register Now It's an opportunity to make sure you really understand all the basic tasks you should be performing as a club treasurer. Hope ...
We'll be doing live treasurer training webinars in May and June. Sign Up Now! Whether you're a new treasurer, A a club member or you'd just like to learn more, there's something for everyone. The webinars are free and all are invited but space is ...
Currently running BIVIO with 2 active members and one investment strategy i.e. Peer to Peer (P2P) Lending with Prosper Inc. Now want to add an additional investment strategy of equity trading with TDAmeritrade and 4 additional active members for a total of 6. The 4 ...