| Re: [club_cafe] TD Ameritrade withdrawal / transfer to a Schwab accountHi Kevin, Our club has two members doing a full withdrawal and they both have TDAmeritrade accounts. We were going to just transfer stocks and cash to their accounts.A I filled out the TDA transfer forms and tried to deliver them to the local branch ... |
| Yankee Chapter Model Club Meeting MinutesMeeting Minutes - Yankee Chapter Model Club GoToWebinar, 11:00AM ET / 8:00AM PT August 14, 2021 In attendance (375 registered, 55 visitors) Members: Jack Finn, Brent Goll, Liz Tobin, Steve Roy, and Ira Haas. Sriram Madabhushi was absent. Notes prepared from the YMIC video archive. ... |
| Re: know_your_options: Re: General QuestionsMark, Thanks for your reply. Do you mean I can tell my broker (I have Ameritrade) "please do not exercise my contract if it's in the money by 1 cent" and they would accept it and not exercise and not charge commissions? I thought the ... |
| Re: club_cafe: Re: Member withdrawels> Because we are a new club (about a year and half old) our portfolio is quite small. In fact, the full amount per person remains at just under $500. we would have to pay the two of them a combined amount of just under ... |
| DAYMIC - Dayton Model Investment Club��DayMIC - Dayton Model Investment Club 1/16/08 Secretary's Report PRESENT: Jerry Sutton Tom Salmon Mike Higgins Malvina Anderson Gene Senter Marcia Chocinsky Sharon Lindquist Skelley GUESTS: The club welcomed our guest Karen Reigelsperger. SECRETARY's REPORT-December minutes were approved. Motion: Mike, 2nd - Sharon . . ... |
| Re: club_cafe: individual paying feesBob, << Our club has an agreement that any fees incurred from bouncing checks are to be paid by the member who caused the fee in the first place. >> Yes, that's a good idea. The way to handle it is to have the offending ... |
| 2022.1.19 - TPC Minutes-v1.docxThe Passive Club (TPC) Meeting Minutes for January 1926, 2022 Meeting called to order at 11:01AM Meeting adjourned at 11:28 AM Officers Name Officers Name President Phil York Vice-President Manu Pasari Treasurer Helen Sorser Treasurer (bkp) Secretary Georgeline Mitchell Secretary (bkp) Member Name Present Member ... |
| Re: How to handle late paymentsJohn, Make sure your partnership agreement clearly states your procedure on late payments. Personally, I would never join a club that wouldn't let me vote on how to invest my money just because I'm late. In other words, I can understand not being able to ... |
| Re: [club_cafe] Adding and removing membersI was not suggesting that you redo the partnership agreement but that you create amendments for it as recommended to reflect the new partners the agreement covers. In fact, our sample agreement gives you more flexibility to make the amendments than the one you reference ... |
| Yankee Chapter Model Club Meeting MinutesMeeting Minutes - Yankee Chapter Model Club GoToWebinar, 11:00AM ET / 8:00AM PT February 10, 2024 In attendance (136 registered and 34 visitors attended) Members: Stephen Roy, Brent Goll, Ira Haas, Jessica Glant, Liz Tobin, Jack Finn and Sriram Madabhushi were present. Esteemed visitor: Joe ... |
| Re: club_cafe: New NAIC CLub Accounting Software (V.2.0)Bob, Thank you for your support on NCA's use of encrypted data. I have been a loyal NAIC member, and have been profoundly disappointed that they not only do not have the interests of their members at heart in approving only one accounting product, but ... |
| Re: [club_cafe] Late paymentsA few years ago, we had the same problem that you describe. We had difficulty lining up member contributions with our monthly valuation date and this resulted in extra work for our treasurer. We finally decided to scrap the monthly valuation date and simply value ... |
| CinMIC Minutes 150815 AUG 15 2015.docxCincinnati Model Investment Club Minutes August 15, 2015 West Chester Library Call to Order: Craig called the meeting to order at 9:45a. Guests in person: Trey Nieman, Ann Hanson, Kate Lester, Glenna Baumbaugh. Guests via webinar: Linda Miller, Sharon Lindquist-Shelley Name Present Proxy Name Present ... |
| Re: club_cafe: Re: What happened to the $69 basic subscription?I will state again that another issue here is that I would never choose Accountsynch!!!! I am not a novice! I have been a club treasurer for the majority of 16 years. I wouldn't be the Treasurer if I did not enjoy doing the accounting ... |
| Re: [club_cafe] Withdrawals and taxesI have also been following this thread. We are looking to disband. I have called Schwab 4 different times and have had 4 different versions of what we must do. I finally had a gal tell me to call and ask for the Complex team. ... |