| Re: Relative Returns Graph for Your ClubDear Ronald, I've finally gotten this completed for you. You'll find a link toward the top of your club pages that you can use to view your club results. On Sat, Apr 30, 2011 at 10:03 AM, Close Living Trust Dated 6/08/2009 < closegen@comcast.net > ... |
| surplus $25for over a year now i've had a $25 over balance in my checkbook that agrees with the bank balance but not with my investment club accounting. i finally found it las t night. a member died in 2010, and we paid her share to ... |
| Tax Webinar TonightGood morning everyone, Just a reminder that we are doing another webinar tonight on "Preparing Your Investment Club Taxes". From the questions we are getting, it sounds like 1099's are finally becoming available so now is a great time to get your club taxes done. ... |
| Re: [club_cafe] Tax Webinar TonightI will be in the back room for you On Mon, Feb 13, 2012 at 10:33 AM, Laurie Frederiksen < laurie@bivio.biz > wrote: Good morning everyone, Just a reminder that we are doing another webinar tonight on "Preparing Your Investment Club Taxes". From the questions ... |
| Re: Tax Related QuestionLaurie, We've finally gotten our 1099 form and I just want to check on a couple of questions: 1. Since we moved our account to Fidelity in 2010, the 1099 doesn't indicate the cost basis for 2 of our stocks. The 1099 does indicate that ... |
| Cost basis of transferred stocksLaurie and club cafe, When the Stockettes Investment Club disbanded, 2 securities were transferred to me. Is my cost basis, for tax purposes, the closing price on the day that TD Ameritrade lists the stocks as coming in to my portfolio? Also, when I finally ... |
| Re: [club_cafe] Cost basis of transferred stocksIn a message dated 3/24/2012 3:10:40 P.M. Eastern Daylight Time, etana.finkler@gmail.com writes: Laurie and club cafe, When the Stockettes Investment Club disbanded, 2 securities were transferred to me. Is my cost basis, for tax purposes, the closing price on the day that TD Ameritrade lists ... |
| Re: [club_cafe] Cost basis of transferred stocksEtana, > When the Stockettes Investment Club disbanded, 2 securities were transferred to me. > Is my cost basis, for tax purposes, the closing price on the day that TD Ameritrade lists the stocks as coming in to my portfolio? Your cost basis, for tax ... |
| Write Offs of Old GM StockIf you owned GM stock before it went through bankruptcy, you received shares in what became known as Motors Liquidation Company (MLTQQ). It finally stopped trading on pink sheets in 2011. This means that you probably have a loss which you should take on your ... |
| Re: [club_cafe] brokerage accountDirect investment programs were great when commissions were much larger than the $10 or so most pay today. Direct investment programs used within a club environment can create some undesirable problems. First is the delay between making an investment decision and when that buy/sell is ... |
| Re: [club_cafe] COOL Schedule! ????Has the schedule been finalized? I want to post it to the Conservative-Options_2010@yahoogroups.com Group; many will be interested I am sure. thanks, Etana On Fri, Jun 29, 2012 at 12:06 PM, Paul Madison < madispa@gmail.com > wrote: I really appreciate all the nice feedback about ... |
| Re: [club_cafe] COOL Schedule! ????Hi Etana, Yes. You can find the schedule and registration links for July and August by going to the COOL Club website and clicking on the Meeting Dates and Times link. www.bivio.com/COOL_Club Thank you! Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! ... |
| Re: Disbanding a club questionDear Carol, We are sorry to hear that. I guess they didn't realize that with bivio, being the treasurer is the easiest job in the club. :) To finalize your payouts, you'll want to value everything on a date when you know all your club ... |
| Re: Another question: Apple?Dear Amy, Personally I find it hard to make 5 year predictions about Apple. I prefer to make judgements about sales growth, net margin and P/E for the next year. I use that to calculate a price I think would be possible within a years ... |
| Re: Member Performance - Why Does Starting Value affect Result?Jim: Thank you for your efforts to help me understand this puzzle. I believe I have finally figured it out. Jack |