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  2. How do you calculate cost basis on investments? - AOL

    www.aol.com/finance/calculate-cost-basis...

    Methods to calculate cost basis. The cost basis for stocks and mutual funds is generally the price you paid when you purchased the asset, plus any other trading costs. However, there are several ...

  3. Financial advisor vs. financial planner: What is the difference?

    www.aol.com/finance/financial-advisor-vs...

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  4. Fiduciary vs. Financial Advisor: What’s the Difference? - AOL

    www.aol.com/finance/fiduciary-vs-financial...

    Working with a financial advisor has its benefits. These professionals can help you analyze your finances, define your goals and create a plan to reach them -- whether it's buying a house, paying ...

  5. Mutual fund fees and expenses - Wikipedia

    en.wikipedia.org/wiki/Mutual_fund_fees_and_expenses

    Funds with high expenses ratios tend to continue to have high expenses ratios. An investor can examine a fund's "Financial Highlights" which is contained in both the periodic financial reports and the fund's prospectus, and determine a fund's expense ratio over the last five years (if the fund has five years of history).

  6. Cost basis - Wikipedia

    en.wikipedia.org/wiki/Cost_basis

    Basis (or cost basis), as used in United States tax law, is the original cost of property, adjusted for factors such as depreciation. When a property is sold, the taxpayer pays/(saves) taxes on a capital gain /(loss) that equals the amount realized on the sale minus the sold property's basis.

  7. Property investment calculator - Wikipedia

    en.wikipedia.org/wiki/Property_investment_calculator

    Property investment calculator is a term used to define an application that provides fundamental financial analysis underpinning the purchase, ownership, management, rental and/or sale of real estate for profit. Property investment calculators are typically driven by mathematical finance models and converted into source code. Key concepts that ...

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