Case Study: What You Need to Know About Cost Basis

<p>Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, CFP®, CPA, CDFA®, and Senior Financial Planner Josh Weidie, CWS®, team up to cover a listeners’ situation involving cost basis of her stocks and why it is important to track the cost basis of your investments. </p><p>Read the Article: <a href='https://www.henssler.com/cost-basis-simple-definition-complicated-calculations'>https://www.henssler.com/cost-basis-simple-definition-complicated-calculations</a> </p>