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Hello, How do I record in bivio re-entering a member who has withdrawn funds from our club and will come back to start fresh?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 ...
We withdrew to much money for a withdrawal fee. We want to reimburse the member. There is no category for this and we cannot make one. What we did was log it as a non deductible expense under flowers.
No, the money cannot be put in a 401k if that is what the person is asking. The fairest thing to do is to sell stocks and pay cash to everyone. Otherwise tax implications will be unequal. You will still need to file a tax ...
Mike: I also have been doing my own taxes since 1990 using Turbo Tax, Tax Cut, Tax Act, etc with some fairly complicated situations, You are correct that 99% of people do not have a tax adviser. However, I view the "consult with your tax ...
Earlier today, I was working in the Files area of our Bivio account. As I was adding and moving files, a new folder named "Archived" suddenly appeared in the folder list. Files from one of our other subfolders were duplicated here - I used an ...