We understand that there is a tax benefit by transferring some of our most appreciated stock to withdrawing members. We have cash to repurchase that stock. Are there implications in doing this that we need to be aware of? Sandy
My understanding is that a patnership usually dissolves when a partner leaves. How do we ensure that we can survive as a partnership when a partner leaves? We are a CT club.
Does anyone have a template they've used for monthly stock reports (on stocks already owned) they'd be willing to share? We are working on a standard format so our partners have similar items to research on a regular basis.
Does anyone have any ppt or word templates to utilize in showcasing how your investment club is doing? If you can share it would be greatly appreciated.
I have recently returned to handling the treasurer duties for the club and am trying to enter member fees, but they have been disabled. How do I enter a member fee that should not buy units and the funds should go into the bank account ...
Our club has always thought of trusts as single entities with one vote. We see no problem with that. Where are we wrong? Tom Wagoner McCormick Investment Club. Sent from my T-Mobile 4G LTE Device Original message From: "Glen Mallette via bivio.com" <user*18190000001@bivio.com> Date: 09/23/2015 ...
I know some of your investment clubsA have questions about what Qualified dividends are.A They are a good thing.A They "Qualify" for a reduced tax rate. But they have to pass some tests before that is the case. This new help topic gives you a ...
There have been quite a few spinoffs affecting many of your investment clubs already this year.A You'll find many of them on this list: Cost Basis Adjustment Events When a company spins off another one in a non-taxable transaction,A the cost basis of the parent ...
With the market corrections and turmoil going on,A it is tempting to open your investment club Valuation report to see what you have "lost". Here's the valuation report as of yesterday from one of my own clubs: None of us likes to see that we ...
As part of a highway funding bill recently passed by both the House and Senate and signed into law by the President,A there were some tacked on items related to changes in the tax code. One of them was a change in the filing due ...
Question for clubs using Folio Investing. How would you rate this broker ? Fair, Good, or Excellent. Are they responsive in a timely manner to a problem ? Do you talk to the same rep each time you need assistance ? Rich
The market is down.A What do your clubs have on your Pounce lists? We are taking a look at STJ, ILMN and ALGN.A We voted to buy some more FAST last night. Other current club holdings that look interesting are PCLN, TROW and GNTX. What ...
In March of 2015 Visa has a 4 for 1 stock split. After I entered the data on my report the shares held appear as 144.017 but in TD Ameritrade it appears as 144.068. I do I correct this any suggestions. Lucy
Bull Market : A random market movement causing an investor to mistake himself for a financial genius A Bear Market : An extended period where the kids get no allowance and the wife gets no jewelry A Broker : What your broker has made you ...