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Daily Archives: March 18, 2019

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  4. 18

Selling Investments and Reporting Cost Basis

Case Study, Investment Selection, TaxBy Editorial TeamMarch 18, 2019

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, to talk about cost basis, and the importance of keeping good records, so you can substantiate your gains or losses at tax time.

Meet the Experts: Scott Brown, CFS®

Personal Finance, VideoBy Editorial TeamMarch 18, 2019

Henssler’s Senior Consultant Retirement Services, Scott Brown, CFS®, explains the benefits of working with Registered Investment Advisers.

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