| Re: [club_cafe] Tax Season DecompressionI agree with Herb. We use the autosync option with our TDAmeritrade account and audit accounts monthly at our meeting. Comparing a brokerage statement with a valuation report takes only minutes. We compare number of shares recorded and current market value. Even without autosync it ... |
| SEM BI Model Club Meeting Minutes��Southeastern Michigan BetterInvesting Model Club Meeting Minutes Date: Saturday, April 16, 2011 Start Time: 10:10 AM Completion Time: 12:05 PM Location: 711 W. 13 Mile Road, Madison Heights, MI 48071 Teleconference via GoTo Meeting Next Meeting: Saturday, May 21, 2011 Agenda Items 1. Call to ... |
| RE: [club_cafe] Re: Question: Member Percentage LimitThanksa€"I feel like I dona€(TM)t control the club.A I was just trying to point out the other side of an issue.A From: club_cafe@bivio.com [mailto:club_cafe@bivio.com] On Behalf Of Mike Jones via bivio.com Sent: Thursday, June 2, 2016 8:48 AM To: club_cafe@bivio.com Subject: Re: [club_cafe] Re: Question: ... |
| Re: [club_cafe] TD Ameritrade withdrawal / transfer to a Schwab accountSusan's explanation matches my experienceA with various types of transfers. The only exception appears to be transfers to charities - that is the only situation where I have never seen a problem transferring between brokers whether I was on the sending side or the receiving ... |
| RE: [club_cafe] WithdrawalsYeah, I'm sorry, I'm going to have to chime in here. I just don't see the cost of a withdrawal as being that much. I mean, really, even if you use an entire ream of paper we are only talking a few dollars. We don't ... |
| Microsoft Word - Document1Model Investment Club (MIC) of St Louis VIRTUAL - Go To Meeting format Agenda 8 July, 2024 7:00 PM - 9:00 PM (CDT) Please join our meeting from your computer, tablet or smartphone. https://meet.goto.com/917645637 or Dial in using a phone: For supported devices, tap a ... |
| Re: club_cafe: How do you transfer shares for departing member expediently?There is no need to "rush" the transfer. Your letter should state to transfer x shares of ABC to the member as of the withdrawal date. Whether or not E*Trade follows that instruction is irrelevant. The value of the shares is set on the valuation ... |
| Re: club_cafe: Compounded Annual Return CalculationDear Rhonda, You are correct. If you invested all your money on a single day in an investment that grew at 14.9% per year compounded annually, at the end of 5 years you would have doubled your money. There are two parts to determining how ... |
| Re: Correcting TIN/EIN +TD AmeritradeGood point on the EIN format. Our first number was in this format. For some reason, that number was declared invalid in 2003, and another EIN assigned (used on 2004 return). Then the late treasurer accidentally used our NAIC club number on two consecutive tax ... |
| MICNOVA Minutes 01 (Jan) 11 - 2022 .DOCXModel Investment Club of Northern Virginia (MicNOVA) DC Chapter of Better Investing Minutes for the January 11, 2022 Virtual meeting Members Present: Gladys Henrikson, Arvind Krishna, Amy Laing, Sheryl Patterson, Maskey Krishnarao, Pat Onufrak, Jo Murphy, Kathy Emmons, Paul O'Mara, Ty Hughes. Members Absent: Wilbert ... |
| Re: [club_cafe] State Partnership Tax returnsMark, I was hoping someone from California with the knowledge on this subject would have responded. Knowing California, it probably does, but I would hope not. To be sure, contact the CA Franchise Tax Board. The website is "ftb.ca.gov." Good luck, Ro y Chastain "Good ... |
| Re: club_cafe: Re: investment performance: year-to-date follow-up> (2) Regarding change in unit NAV approach, I agree with you > that it would not be accurate at the member level, but I > believe it should be on the club level. Do you agree? No. The same problem as pointed out in ... |
| RE: club_cafe: yearly depositOn Tuesday, I mentioned the manner in which our club handled our payments . I'm not a maven like Ira S. & Gene Brooks. Although that are several ways to handle this matter I thought our way would be of interest My posting was criticized ... |
| Why Knowing Your Manager MattersWhy Knowing Your Manager Matters Introduction The Florida Marlins had it made in 1997: They had just won the World Series, and they looked like the team to beat in 1998. Team owner Wayne Huzinga soon changed all that. During the off-season, he traded away ... |
| Re: [club_cafe] Mailing of tax forms to IRS and state agencyThis describes your filing requirements including what needs to be sent in: 1065 Investment Club Filing Requirements Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! A www.facebook.com/bivio Follow us on twitter!A A www.twitter.com/ bivio Follow Us on Google+ Click here to A ... |