Ron Marino remembers what it used to be like when a new broker joined UBS and had to transfer clients' cost-basis information manually. “Because this was a time-consuming process, with each broker ...

CLSK's core investment thesis is centered around being the only miner that is gaining meaningful network share and at a sustainable cost basis. While CLSK's cost basis has normalized from CY2023Q3 ...

People invest with the hope of earning a return over time. But what happens when you choose to sell? Cost basis is key to understanding your tax obligations and the true profit of your investments.

Michael Boyle is an experienced financial professional with more than 10 years working with financial planning, derivatives, equities, fixed income, project management, and analytics. The average cost ...

Broker-dealers, mutual fund companies and fund custodians are updating systems to comply with the cost basis reporting requirements included in the Emergency Economic Stabilization Act of 2008.

If you own mutual funds, you probably know that when you dispose of fund shares you incur a taxable gain or loss. The amount of the gain or loss is measured by the difference between your cost basis ...

The new federal rules governing cost basis reporting are a little elaborate, but the big picture is easy to grasp. Ever drive through a red light at a traffic intersection where one of those automatic ...