Re: Medco mergerWe are working on this and hope to have something available next week. If all else is correct in your records and the merger has been recorded correctly, this is just a form 8949 reporting issue. The totals for long and short term gains on ...

Facebook (NASDAQ: FB) Ticker Research PageRight after the Facebook (FB) IPO, we posted this summary of how bivio investment clubs had participated: bivio Retail Investors and Facebook (FB) At that time, approximately 6000 shares were purchased by approximately 3% of your clubs. As of yesterday, approximately 6% of your clubs ...

Re: [club_cafe] Investing In Chinese CompaniesI am glad to see the the SEC finally took action. I discovered China's secrecy laws back in the summer of 2011, when conducting deeper research into one of my holdings, Zhongpin Inc. (HOGS). (HOGS has since gone private.) I then swore off all Chinese ...

AccountSync & Fidelity Investment AccountsI recently setup a Fidelity account to use with my Bivio account. Particularly, those clubs where multiple Fidelity accounts are involved including some personal accounts which are owned by an individual authorized to transact on behalf of the club. I'm curious how you handled the ...

Re: AccountSync & Fidelity Investment Accounts -Part IiJack D and others: Just to put a conclusion to this discussion as far as Charles Schwab is concerned, I offer the following information. I have discussed this issue with Schwab. The representative escalated the issue within operations, and he finally received the answer that ...

Re: [club_cafe] Handling Late PaymentsIt's not OUR money, it's THEIR money. If they don't pay on time then they didn't buy shares this month. If the payment comes in late it buys shares next month. We originally had the late payment fee in place and only had one or ...

Re: [club_cafe] Handling Late PaymentsWhat are the tax implications for the club if they don't charge a withdrawal fee? From: Bob Mann <sailrmann@maestroanalyzer.com> To: club_cafe@bivio.com Sent: Monday, May 5, 2014 6:09 PM Subject: Re: [club_cafe] Handling Late Payments It's not OUR money, it's THEIR money. If they don't pay ...

Un-accounted for depositWe do our monthly investments using electronic funds transfer into our club checking account at Comerica bank. We received a deposit in mid April for $130.76 that we can't tie to any partner. We've asked the bank to research it. They can't find any information ...

Re: [club_cafe] Un-accounted for depositChanging banks?A They don't sound very customer friendly. Why don't you have your members send their checks directly to your brokerage rather than first to a bank? 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 ...

Re: [club_cafe] Un-accounted for depositPoll the club and ask who made such a deposit; then make sure they can prove it. On May 15, 2014, at 8:48 AM, Robert (revocable trust) Mann wrote: > We do our monthly investments using electronic funds > transfer into our club checking account ...

Re: [club_cafe] Un-accounted for depositIt sounds as though it may be worth the $7.50 to find out since you have already polled your partners and still have no answer to its source. It also sounds as though you might find a better bank with which to work or, as ...

Re: [club_cafe] Un-accounted for depositVanguard doesn't allow us to do that. On May 15, 2014 at 9:07 AM Laurie Frederiksen <laurie@bivio.biz> wrote: Changing banks? They don't sound very customer friendly. Why don't you have your members send their checks directly to your brokerage rather than first to a bank? ...

Re: [club_cafe] Un-accounted for depositWe did; nobody claimed it. > On May 15, 2014 at 9:12 AM ignore-robtjshaw-yahoo-com@bivio.com wrote: > > > Poll the club and ask who made such a deposit; then make sure they can prove it. > On May 15, 2014, at 8:48 AM, Robert (revocable ...

Re: [club_cafe] Unfair taxation of mutual fund investor (and IC)?Hi, This is not the same thing as partnership taxation. When you realize a gain or loss by selling a stock in your club, the tax consequences are passed through to each member in the year of the sale and they pay taxes on it ...

Re: [club_cafe] Capital Gains and Tax ImplicationsIf you transfer appreciated stock and do not liquidate it before disbanding, I believe individuals delay the capital gain until they finally do sell. That provides the ability to spread the gain over as many years as you continue to hold the stock. Mike Jones ...