We're a partnership and all current members are CA residents. We have a prospective new member who will be moving from Virginia to CA sometime during 2015. Can anyone tell me if the State of Virginia tax dept. will require us to send them the ...
We received two dividends in December in Folio that haven't synced as of today with bivio as of today. Should I enter them manually so we can balance December? Thanks for your help.
In the past years, we have had some new members. They did not sign up for access to Bivio; therefore, they can't print their own K-1s. Is there a way for them to do that now? And, if so, can you tell me the steps ...
Just a reminder that we will be doing a webinar that shows you how to prepare your investment club taxes on February 9, 2016 at 8:30 PM Eastern Time.A It's free and all are invited but space is limited. A Register Now Laurie Frederiksen Invest ...
For many investment clubs this is an ongoing question.A For those who like to learn more about making sales decisions, A Stock Rover is holding a webinar this afternoon at 1PM Eastern Time that you might be interested in: When To Sell A Stock If ...
Leave it to Morgan Housel to put it in perspective: Why We're Terrified of Typical I liked this line: A " As the saying goes, more money has been lost preparing for bear markets than in actual bear markets" Laurie Frederiksen Invest with your friends! ...
Hi Everyone, We get a variety of requests to add AccountSync import capabilities for additional brokers. Let's start a discussion on the brokers you'd like to see us add. Your input is very valuable in helping us prioritize our development efforts. Laurie Frederiksen bivio Inc.
Stock Rover is doing a free introductory webinar tomorrow, Wednesday, January 20 at 1PM Eastern Time.A If you'd like to learn more about using the tools they provide, you can register to attend then or to view a recording of the webinar later. You can ...
Interesting take on the current market and expectations for 2016 from our friends at Manifest Investing: Press On: Six Stocks for 2016 The observations and graph toward the end, in the section called "Price Targets and Veracity" were a topic of discussion in my office ...
We have a stock that we bought 50 shares in 2014 and 50 in 2015 and sold all 100 shares later in 2015 so 50 shares are short term gain and 50 long term gain. The commission to sell was $7.01 and Scottrade added to ...
Hi, We had a recent request to describe how to join this list.A All members of your investment clubs are welcome to join. This link describes how the list works and includes instructions for joining: About Club Cafe Laurie Frederiksen Invest with your friends! www.bivio.com ...
a€‹ Hi everyone, It's the time of year to make sure your bivio records are in ship shape so you'll be able to prepare your taxes quickly in February. The best way to do that is to do a club audit. Gather your group and ...
"Santa is real and Christmas is magic.A Christmas brings miraclesA It's easy to say you don't believe but if you keep looking and you keep really watching, you'll see." - Parenthood- Season 4, Episode 11 It's the time of the year when we celebrate miracles.A ...