My advice would be to have the members attending chip in to pay for the dinner rather than take money from the club. Otherwise you are giving the treasurer extra work. One way to deal with the expense is to treat it as a withdrawal ...
I highly recommendA The Education of a Value Investor: My Transformative Quest for Wealth, Wisdom, and Enlightenment A book byA Guy Spier . It's a fascinating and personal story of how Guy came to understand Warren Buffett's approach to investing. A He's a "disciple", and ...
I don't know why people are so excited about the hype over the Apple watch.A bivio has had an excellent watch with many useful features for a long time. You can watch the value of your investments on the bivio Valuation Report You can watch ...
Dear Elizabeth, I am never quite sure what people are thinking when they ask for a watch list.A To me, it takes more to watch a stock as a potential investment than to just follow its price.A Watch list stocks should have the same effort ...
Can you expand your listing to Top 15 or Top 20?A Would it be possible to add a tally of current buys and sells? A A "Group wisdom" is great to point us to stocks we really hadn't A yet considered. A Thanks!A
Haha. Touche! From: club_cafe@bivio.com [mailto:club_cafe@bivio.com] On Behalf Of Laurie Frederiksen Sent: Thursday, September 11, 2014 9:31 AM To: The Club Cafe Subject: [club_cafe] The bivio Watch I don't know why people are so excited about the hype over the Apple watch. bivio has had an ...
Laurie, Our club would find a list of club buys and sells very helpful, too! Judy Simonson, Dwyer Investment Club From: club_cafe@bivio.com [mailto:club_cafe@bivio.com] On Behalf Of Stuart Weissman via bivio.com Sent: Monday, September 08, 2014 9:42 AM To: club_cafe@bivio.com Subject: Re: [club_cafe] Top Ten Club ...
Dear Jeanne, Fidelity bonds protect your business against a fraudulent act by your treasurer.A I see far more things clubs should be concerned about issues with incorrect records due to incompetence on the part of the treasurer rather than intentional fraud.A Bonding wouldn't help under ...
Hello, How do I record in bivio re-entering a member who has withdrawn funds from our club and will come back to start fresh? On Wednesday 03/09/2014 at 9:22 am, Laurie Frederiksen wrote: Hi Diane, Yes. We will be making and posting a recording of ...
Have you gotten one of these yet?A The Ikea Book Book Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! A www.facebook.com/bivio Follow us on twitter!A www.twitter.com/bivio Follow Us on Google+ Click here to Subscribe to the Club Cafe email list.A Click here ...
Dear Mike, You raise an issue that is a pet peeve of mine.A People say "Consult your tax advisor" as if we all have one in our front pocket.A I agree with you that many people do not.A A I think many people promoting investments ...
I have been Treasurer for my partnership for over 15 years and my comments are often prefaced with, "I read that " but I never presume to offer advice of a specific nature. If I have read about something, I generally share the gist as ...