Cost Basis

Valerie Gospodarek, CFA

Jan 5, 20223 min read

6 Actions to Consider Taking Before Year-End

December is the time to ensure that our finances are in proper order before the end of the year with these 6 simple actions.

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Valerie Gospodarek, CFA

Jan 5, 20223 min read

5 Ways to Handle Investments with Missing Cost Bases

If you aren't able to determine your investments' cost bases, all is not lost - see these 5 ways of handling them.

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Valerie Gospodarek, CFA

Jan 5, 20223 min read

Get to Know Your Cost Basis Now & Save at Tax Time

What is cost basis and why is it important?

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Financial Planning & Consulting