| Re: investment performance: year-to-date follow-upThanks Rip. Appreciate your comments. Two follow-ups and a final thought. (1) Regarding the annualized IRR, it would provide an accurate YTD if you calculated at the end of the year (December 31st) for the whole 1 year period (Jan 1st to Dec 31st)? (2) ... |
| Re: [club_cafe] Dividend Reinvestment in ETFsHi, When your dividends are reclassified on the 1099,A you need to go back and edit each original entry and break it into it's component parts.A There is a convenient edit link on the 1099-DIV review page that lets you do this easily.A The 1099-DIV ... |
| Re: club_cafe: Re: What happened to the $69 basic subscription?Sandy Like you, I don't appreciate the lack of notice and sharp and sudden price increase, not the requirement to use Accountsync. However, I think you and others who would characterize bivio's customer service as "crap" is going too far. bivio has had the best ... |
| Re: [club_cafe] Handling Late PaymentsThere are no tax implications for the club if they don't charge a withdrawal fee. The tax implications come from whether you transfer stock or cash to them. John Rice ABODI Investment Club From: JAYNE GILBERT <jaynegrd@sbcglobal.net> To: "club_cafe@bivio.com" <club_cafe@bivio.com> Sent: Monday, May 5, 2014 ... |
| Re: [club_cafe] stock filing bankrupsyThanks for the responses. On Thursday 06/11/2014 at 12:23 pm, Mike Jones via bivio.com wrote: Would selling these nearly worthless shares preclude claiming any benefit that may result from the lawsuit? Or would having owned the shares secure your rights? Mike Jones Wall$treet Wannabees From: ... |
| Re: Import Ameritrade TransactionsDid you use NAIC software accounting package. We are 10 years old and converted to Bivio two years ago. I had to be walked through the import. WE converted from a client TDAmeritrade account to an institutional accountaover a year ago . It took almost ... |
| BAIDU (BIDU) 1 Year Price ProjectionI have been puzzled for a while about why Yahoo shows the 1 year price projection for BIDU to be so high.A Currently it shows as $1571.31.A A Considering the current price of BIDU is $220.49,A that's a pretty significant upside potential! I finally got ... |
| Re: [club_cafe] Clubs Using ScottradeLaurie,A I have created a new account for Ameritrade, but it has 0 balance and no transactions. How do I get the cash and transaction history in the TDAmeritrade account.A Deep Shikha URSA investors On Thu, Feb 15, 2018 at 1:48 PM, Laurie Frederiksen < ... |
| Re: [club_cafe] Video meetingsI looked into Zoom and others, but selected Webex Meetings. 40 total participants unlimited time Free Share Desktop / Applications with other members (share SSG's and Treasure Reports etc) Apps available for Apple, Andoid, Windows - so all my members could join with iPad, iPhone, ... |
| Taxes, etc.Oh, my goodness! Bless the staff at bivio for their educational services, patience and quick response. Forwarded Message From: Laurie Frederiksen <laurie@bivio.biz> To: The Club Cafe <club_cafe@bivio.com> Sent: Wednesday, December 4, 2013 10:24 AM Subject: Re: [club_cafe] Why do we have to do our taxes ... |
| Re: [club_cafe] Transition from TDA to SchwabJack: Thanks for the information. Our club will be switched over to Schwb in May and I also will have personal accounts there. Does Schwab charge trade fees or other fees on the accounts? Thanks Joe Griffith Treasurer Moneymakers Investment Club > On 03/20/2023 5:08 ... |
| Re: [club_cafe] Re: What should be the valuation date for a full withdrawal?For those of you who are worried about the market "tanking" and the impact on a withdrawal, there are two things you should think about: 1. If you let a member withdraw immediately at any time, will you have issues with people pulling too much ... |
| Medtronic (MDT) Tax JoyMedtronic moved overseas to avoid paying their own taxes, A but they continue to create tax issues for those of us left behind. If your club owned Medtronic last year, A you were first hit with capital gains to report when they moved overseas. Now, ... |
| RE: [club_cafe] TD AMERITRADEWe had difficulties with Td about 2 years ago when 2 unauthorized checks were cashed through our account. We contacted TD about 4 times, phone calls and 2 walk in visits. Finally I contacted FINRA m sent a letter with documentation and they ordered TD ... |
| Re: [club_cafe] Re: AccountSync SchwabChiming in with the others - although we lost our connection earlier this year we refreshed using the instructions provided by Bivio and have been auto syncing with Schwab ever since. On Sun, Aug 14, 2022 at 4:29 PM Penny Foy via bivio.com <user* 35905200001@bivio.com ... |