| Fully Operational Investment Group��Fully Operational Investment Group Minutes for first meeting: January 11, 2006 Present Absent Pattie Deville 0 Glen Soileau Harry Green Rebecca Sexton Officers were elected. Pattie Deville -President Harry Green - Vice-President Glenn Soileau - Treasurer Rebecca Sexton - Secretary The meeting was called to ... |
| ���Blast club The Blast Investment Club met on April 26, 2010 with 7 members present at Legend Buttes Golf Course. This was our annual meeting. The minutes were read and approved. The Treasurer's report was given by Judy Prelle. Bank 311.99, Broker 1122.58. We received ... |
| Welcome to bivioCongratulations on creating a bivio club. Your private club homepage is: http://www.bivio.com/pioneers Use bivio to: * Keep your club books. * Generate financial and performance reports. * Exchange messages and documents with club members. * Fill out IRS tax forms. Your club will have complete ... |
| Microsoft Word - 201705_Val.docxSEMICH NAIC MODEL CLUB - VALUATION REPORT May 18, 2017 pg. 1 SEMICH NAIC MODEL CLUB - VALUATION REPORT May 18, 2017 Much improved from last month! Items that need to be addressed: 1. BetterInvesting Club Membership Renewal / I am still waiting for a ... |
| SE Model Club 2018 Final Audit Report.pdf<No excerpt> |
| Welcome to bivioCongratulations on creating a bivio club. Your private club homepage is: http://www.bivio.com/slmoney Use bivio to: * Keep your club books. * Generate financial and performance reports. * Exchange messages and documents with club members. * Fill out IRS tax forms. Your club will have complete ... |
| Parntership Agreement 2008 FINAL<No excerpt> |
| Subject:Finding Companies to Research Yankee Model Investment Club July 2020 Online Screener Tools https://research.valueline.com/secure/screener/stock (access through library) https://www.finviz.com/screener.ashx (free) Online Screener Tools http://library.morningstar.com/Selectors/Stock/Selector.html (access through library) Investment Research Newsletters https://research.valueline.com/secure/dashboard ïƒ Summary & Index (access through library) ïƒ Selection & Opinion Investment Research Newsletters http://library.morningstar.com/Newsletters/Newsletters.aspx ... |
| Member advance paymentsI have gotten conflicting advice on how to handle member payments made in advance.A So I'm asking for your thoughts.A A Our Operating Agreement states: "Members must invest a minimum of $25.00 per month to their capital account, payable at each regularly scheduled meeting.A Members ... |
| Re: [club_cafe] CA investment clubs and temporary SOS#sCA FTB has not released the final forms and instructionsA yet. Once they are released, the appropriate instructions will be included in the bivio tax program. Ira Smilovitz On Tue, Jan 25, 2022 at 4:07 PM Janice Levasheff via bivio.com <user* 26320300001@bivio.com > wrote: Hi ... |
| Re: [club_cafe] CA investment clubs and temporary SOS#sThank you, Ira! On 1/25/2022 2:35 PM, ira smilovitz via bivio.com wrote: CA FTB has not released the final forms and instructionsA yet. Once they are released, the appropriate instructions will be included in the bivio tax program. Ira Smilovitz On Tue, Jan 25, 2022 ... |
| Re: [club_cafe] Valuation dateOur club disbanded last Sept. If you are selling all stocks (which I recommend) the valuation date doesn't matter too much as all assets will be cash, so a final member report will have each members share before withdrawals. Keep in mind there may be ... |
| MicNova (2020-07-07).keyMicNova Watchlist July 8, 2020 Start with Watchlist Sort by PAR ✔ PAR > 12% ✔ Growth > 12% ✔ Quality > 80 Only Two Companies Meet All Criteria Open the Aperture Initial Candidates Based on Screen of Watchlist * Axos Financial (AX) * Five ... |
| Re: [club_cafe] Account Sync Brought In Erroneous/Duplicate TransactionsWe were able to keep account sync pretty much throughout the year and recently updated when the final fix came out. I'll continue to keep an eye on things. On Sun, Dec 18, 2022, 9:43 AM Dan Cohn via bivio.com <user* 32501700001@bivio.com > wrote: Yes ... |
| Re: [club_cafe] A folder/file for each meeting.Since you are already using bivio, investigate the Communications | Files area. Build subdirectories for education, presentations, minutes and whatever else you need. All of your partners have access and can upload, download, delete or move whatever is necessary. Make it someone's job to delete ... |