Hello All, I am writing again about our club's withdrawal fee. Our club charges a withdrawal fee which at times can amount to a sum of several hundred dollars. How should this be entered in Bivio accounts so that the withdrawing member's records are correct ...
Are you or your friends interested in learning more about investing? Joining an investment club is an ideal way to do that. Join us online on Sept. 10 at 8PM ET and find out why. Have you ever considered starting an investment club? Do you ...
Here's an interesting question.A There's a lot of information out there that says diversification of your investments is important. But,A if you diversify into things you have no expertise in, for example companies with business models you don't understand or other assets such as commodities ...
Hi John, I'm not sure why the other members would have an issue transferring your appreciated stocks.A They have postponed recognizing the gains in them which is a good thing.A A Your club could also repurchase them immediately if they still liked the companies and ...
If you're interested in sharing, here's an interesting question that people considering starting an investment club might like to know more about. What day of the week and what time of day do you usually hold your investment club meetings? If you'd like to share, ...
The hot topic for investors these days is tax inversions.A These happen when a company reorganizes from being based in the US to being based in another country in an effort to avoid US taxes. There are several companies that are popular in the bivio ...
Thank you all for your information on the Withdrawal fee topic. On Tuesday 26/08/2014 at 11:34 am, John Rice wrote: I agree with Mike. We do have a withdraw fee, although we should call it a penalty to discourage someone from joining and then leaving ...
A professor named Bruce Tuckerman described 5 stages that groups go through. They are Forming, Storming, Norming, Performing and Adjourning. You can find some very interesting descriptions of each of these stages here: Using the Stages of Team Development and here: Forming, Storming, Norming and ...
Thank you that is pretty clear. On Monday 25/08/2014 at 3:15 pm, Laurie Frederiksen wrote: Hi, Here are the instructions for entering a withdrawal: https://www.bivio.com/site-help/bp/Member_Withdrawal_Help The withdrawal fee is one of the pieces of information you include on the withdrawal form. When you accept the ...
Hi, I was in a McDonalds while on a road trip recently and it had a nice glass walled meeting room area off the main lobby.A I hadn't seen that before,A it might have been a former playground space.A It looked to me like a ...
In Better Investing Voice Russell Malley says: One misconception is that the cost basis of the members is associated with specific purchases of units, with each purchase having its own cost basis similar to mutual fund shares. This isn't true. As general partnerships, investment clubs ...
Here's a good question we recently received from one of your investment clubs: "What's the best clue that something is a MLP or a LP as opposed to a stock?A Is there a site that provides their structure?A We don't need any tax hassles or ...
The discussion here recently about handling a disruptive member is one some of you can probably relate to. If you Google things like "Managing Disruptive Group Members", you will find quite a few useful ideas for dealing with that situation in groups such as your ...