Learn about basis risk, including its definition, types such as locational and calendar risks, and how it affects hedging strategies in financial markets.

Cost basis is the original value of an investment. This helps you determine your gains or losses. It’s useful for determining whether your investments are profitable. This is important for taxes as ...

Samantha (Sam) Silberstein, CFP®, CSLP®, EA, is an experienced financial consultant. She has a demonstrated history of working in both institutional and retail environments, from broker-dealers to ...

Cost basis is the purchase cost of a particular security, including commission charges. Importantly, a cost basis can be established over a series of purchases of the same security, not just one trade ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. Estate planning has long been about building and preserving wealth, minimizing taxes and ...

You’re feeling great because you have your tax information ready for your CPA, and then your accountant takes one look at your 1099 from your brokerage account and asks what your cost basis was in the ...