| RE: club_cafe: member %A ps--I am not changing the numbers-only experimented with manipulating them to try and figure out where our error is--and the best that I can determine is that we have been using the wrong method to determine buy in price. If we were using a ... |
| Re: [club_cafe] Tax rules around partner withdrawalMichael, Your starting assumption is wrong. The withdrawal of a partner isn't a sale of a partnership interest. If it were, your analysis would be correct or at least more correct. What is actually happening is a liquidation of a partnership interest. The rules are ... |
| Re: [club_cafe] Subscription renewal for taxes only?Kimberly: there must be something in the water or air--our club disbanded in July after 23 years, the members were paid off and the books effectively closed. As club treasurer, I faced the same situation you're in now. bivio was not very accommodating, indicating that ... |
| Re: [club_cafe] Time to Get Your Ducks in a Row!Laurie, I will not be able to "attend" as I have to be at a weekend meeting then. Will you record it for later watching? These are so very helpful and appreciated. Thank you, Ann Land of Enchantment Financial Partner From: club_cafe@bivio.com <club_cafe@bivio.com> on behalf ... |
| Aug 13, 2010 Financial WisdomAug 13, 2010 A Bit of Trading Wisdom I found this quote while reading financial blogs, and thought it worth sharing: "Good traders know that opportunistic speculation is a process. Ignore any one single outcome, focus on the methodology that can consistently avoid catastrophic losses, ... |
| Re: trez_talk: response to " new members valuation being worth moreA reader comments on a recent topic in trez_talk Dear Trez I am tired of the whining that goes on in Investment club chatrooms across America, Especially when it comes to new members. We have a similar situation and I am happy for the member ... |
| RE: [club_cafe] our club wants suggestions for new broker that AccountSyncs with BivioMyra I am the Treasurer for Mitten Investors. Our club transitioned to Fidelity from Folio when Folio would no longer handle investment clubs. To date, we have not had any issues with Fidelity. It was somewhat time consuming to set up as Fidelity required signatures ... |
| Re: [club_cafe] Re: Tax ProgramThanks so much for the reply. Deanna On Tue, Feb 19, 2019 at 6:58 PM Laurie Frederiksen < laurie@bivio.biz > wrote: Hi Deanna, Yes.A All kinds of things changed with the new tax laws for 2018. Losing any possibility of deducting those expenses on your ... |
| Re: [club_cafe] Withdrawals and taxesYou can transfer stock on Schwab.com - calling the 800 number with their form - we've done it several times. Penny Foy Sent from my iPhone Penny Foy 319-432-1998 On Sep 29, 2023, at 2:50 PM, Dan Cohn via bivio.com <user*32501700001@bivio.com> wrote:  Went by ... |
| Purchasing Stocks in an Investment ClubHi Candis, We met at the south suburban (Chicago) NAIC-SSG info meeting earlier this year. We spoke at lunch and you pointed out that my club was seemingly "stuck". We formed over a year ago, seemed to be always in "learning mode" and hadn't yet ... |
| Is Windows 8 driving you crazy?Fellow Investors, Hi I am Paul Madison and I am the TheCOOL_Club Dude. I host the bivio site called COOL_Club which stands for Covered Options Online Learning Club. We have been on a bit of a break but will be back soon. In the meantime, ... |
| Re: investment performance: year-to-date follow-up> Then, my final thought is I am trying > to find out why people care about the > annualized IRR? I don't understand the interest in YTD return either. But, whether it's measured by annualized IRR or YTD appreciation makes no difference. Those are ... |
| Re: club_cafe: Re: Disbanding Club QuestionsVery seldom do I disagree with Ira, but this is one of those occasions. He said << The partnership officially ends when the partners make the decision to cease operations, not when the funds are distributed. >> As I read the regulations, this is not ... |
| Re: [club_cafe] Re: [club_cafe] Explaining to members how to access their K-1'sI too find it's easier to just email the K-1 to each member. No matter what I've tried, my club members will not use our club site (and they're all computer savvy!). I'm ready to threaten to resign, but since everyone else has said they ... |
| Risks of Investing in Unable Investment ClubRisks of Investing in Unable Investment Club Plain Language Risk Disclosure! First of all, stock prices are volatile. Well, duh. If you buy shares in any stock mutual fund or investment club, your investment value will change every day. In a recession most fund/club shares ... |