Anybody have a cat as a member of the household?A These might sell like crazy. Lenovo PawPad Yoga 9 If it really stops the early morning yowling, A I'm in! Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! A www.facebook.com/bivio Follow us ...
Good morning all, We just had a subscriber ask "How many stocks does the average investment club own?". A We don't keep that statistic because different investment clubs have different philosophies.A I'm not sure what would be considered an "average" one. But I did tell ...
Attached is an article I wrote for our club a couple of years ago.. Jayne Gilbert RICH (Rainbow Investment Club of Houston) How Many Stocks in a Portfolio? This is a compilation as articles from books and websites with general information on the number of ...
I've enjoyed the current thread about how many stocks to hold. The comments about which guidelines are important to track resonates. My club is full of newbies (including me), so I love to learn what other people think is important. Based on Pat Dorsey's book ...
I hope none of your investment clubs own Valeant (VRX): Piper Jaffray Gives Up On Valeant 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 ...
Filing Your Cluba€(TM)s NJ-1065 Return a€" Status Update a€" March 23, 2016 A If your club is required to file NJ-1065 with New Jersey and you generated your cluba€(TM)s NJ return in bivio, your tax document will have a cover page with the message below ...
Medtronic moved overseas to avoid paying their own taxes, A but they continue to create tax issues for those of us left behind. If your club owned Medtronic last year, A you were first hit with capital gains to report when they moved overseas. Now, ...
Request details on ease of dealing w Schwab, Foliofn, Fidelity, Options Express, or TD Ameritrade? (Already have Scottrade and no checking account now. And I have Etrade through another club I am treasurer for but want to verify info on other AccountSync brokers before I ...
The bank is local and they can help us with any other financial matters. There is no fee involved as long as we keep $300. in the account. Like I said, this is what works for us and reconciling 2 accounts is no problem at ...
This is what works for our club. We collect member payment checks at our monthly meeting. If someone knows they will be gone ahead of time, they get them to the treasurer ahead of time. If we have all the checks at the meeting they ...
Comforting to hear I am not the only treasurer dealing with members who forget the penny amount, or write it in on the amount line and not on the word line.A With over 50 members it is a chore to peruse every check.A Then you ...
Our newly formed club has sent checks via their bill pay to Folio. How do we reconcile who sent what since your transaction history does not list the name of the person. One of the checks did not post to our account and Folio cannot ...
Our investment club had an investment in Rockwood Holdings that was converted to Albemarle. I can't figure out how to put the conversion in to get the LTCG to show up correctly on our 1099-B statement. It is showing up, but the amount doesn't match ...
Continuing discussion from another forum. So apparently Scottrade transmits this third party offer to stockholders, where neither Folio or Fidelity do. What are the ethics of a broker choosing to forward (Scottrade) or not forward (Fidelity/Folio)? I had never heard of such a thing. Per ...