Cost Basis Solutions: Are You Maximizing Value?

Cost Basis Solutions: Are You Maximizing Value?

Whether your firm built an internal cost basis system or outsourced to a vendor, you’ve likely spent millions on a solution and your team dedicated significant resources to ensure compliance with the latest cost basis rules. On the surface, it all seems to be running...
Chasing Alpha: Tax Alpha May Be the Most Reliable Alpha

Chasing Alpha: Tax Alpha May Be the Most Reliable Alpha

Capturing alpha – investment outperformance against its relevant benchmark – is immensely challenging. In fact, some studies show 9 out of 10 managers underperform their benchmarks[1]. Yet, everyone from the largest asset managers to individual investors spend immense...
PEOTUS Trump and Your Investments

PEOTUS Trump and Your Investments

You’ve probably heard there was a recent election in the US. Regardless of how you feel about the outcome, “bigly” changes to the tax code are likely and they will affect all investors. If you are investor, you should be thinking about this now. Smart investors always...
Cost Basis is Sexy

Cost Basis is Sexy

Cost basis is a funny thing. Every investor knows a little something about it. Since 1913 it’s been the foundation for taxes on capital gains (I’m not absolutely certain about that date; but, really, who’s going to check?). It has appeared on statements and brokerage...