| Re: [club_cafe] Gatekeeping StocksOur club doesn't allow purchases of a stock where an SSG hasn't been completed and reviewed by the club. Thus, no on-the-spot purchases can be done unless we do a group SSG. Bob Mann Lunch Money Investment Club > On 03/04/2024 8:04 PM EST Robert ... |
| Re: [club_cafe] Member payments with valuation in prior yearIt is different because you can't undo an incorrect withdrawal payout so you don't want to make them until you are sure everything is verified. You also wouldn't want to do taxes until you had everything verified. The best way to do this is to ... |
| RE: club_cafe: Re: Club's Bank AccountI am on travel in Los Angeles and have not had a chance to respond to this question, but I want to quickly add what we do at our club. Last year we switched to Fidelity Investments for a number of reasons, including the $7.95 ... |
| Re: [club_cafe] Why do we have to do our taxes so late?Actually it's February 18 this year. Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! www.facebook.com/bivio Follow us on twitter! www.twitter.com/bivio Follow Us on Google+ Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe On Wed, Dec 4, ... |
| Retail Store Industry Study - Part TwoRetail Store Industry Study - Part Two After getting familiar with the industry, learning what characteristics are important to consider, and reviewing the SSGs of the companies we have to choose from, it's time to choose the stocks for our in-depth study. Choosing a Study ... |
| Re: [club_cafe] AccountSync & Fidelity Investment Accounts -Part IiI agree with everything you've said. Which is why I'm trying to figure out how to make that happen at Fidelity. Our club has a separate EIN which was provided to Fidelity when opening the account. Howver, because I'm an authorized owner/person on both accounts ... |
| Re: club_cafe: Email votingWe are an online club so everything that we do is by email. Every 3rd Friday of the month I send out an email with the treasurer report. I then send out an email initiating the discussion and vote. Everyone has at least until late ... |
| Re: Club DisbandingHello - Disbanding Members. Reading between the lines I can see there is at least one person (from this disbanding Club) still interested in investing based on the fact they want to hold on to the stock still. Have you ever thought about joining an ... |
| Re: [club_cafe] Explaining to members how to access their K-1'sA word of caution about emailing pdfs of Schedule K-1: A The K-1 contains the member's SSN. E-mail is not secure and adding a password to a pdf is only very marginally more secure. You really should convince your members to download their own K-1 ... |
| CalendarCalendar Korea / Japan 2002 Electronic Wallchart Winner Loser First Draft Points Sort 1 Points Sort 2 Points Sort 3 GD Sort 1 GD Sort 2 GD Sort 3 F Sort 1 F Sort 2 F Sort 3 Group Stage Date Time Venue Gp Group ... |
| Re: club_cafe: bivio doesn't agree with TDAM 1099Thanks for replying, Ira. I had a long talk with Laurie and I think everything is resolved. TDAM had given us the CNI dividend in 2008 but bivio put it in 2009. I changed the date and that solved that problem. The LTCG and STCG ... |
| Re: [club_cafe] Gatekeeping StocksExactly. > On Mar 4, 2024, at 8:17 PM, Bob Mann via bivio.com <user*12614800001@bivio.com> wrote: > > Our club doesn't allow purchases of a stock where an SSG hasn't been completed and reviewed by the club. Thus, no on-the-spot purchases can be done unless we do ... |
| Re: [club_cafe] TD Ameritrade withdrawal / transfer to a Schwab accountLisa, That is the form they sent over to me. Joe mentioned it is straightforward. It seems to be. I had the account rep walk me through the different lines of the form but what you said Lisa matches what their rep told me. I ... |
| Re: [club_cafe] AccountSync & Fidelity Investment Accounts -Part IiI would talk to fidelity - we had the same situation. At a club members request we removed one club member as an authorized signer who had a personal account. Our bivio account sync works fine. Ann Jaws Sent from my iPhone On Apr 9, ... |
| Re: [club_cafe] AccountSync & Fidelity Investment Accounts -Part IiThis is a simple matter that Fidelity can change quickly. Just a click on the computer. My investment club account also showed up on my personal Fidelity statement. It is a technology error and should be corrected with a phone call. From: JDunham <jackdunham@aol.com> To: ... |