Yield on cost is a handy metric for income-seeking investors to learn. It measures the income yield an investor is earning on ...

Learn about our editorial policies The cost basis of an asset is the amount of the initial investment, or the original purchase price. It's an important number in tax planning for individual ...

Yet the tax law actually gives heirs a huge tax break -- the ability to reset their cost basis -- when they inherit shares of stock or other investments that have increased in value. This tax law ...

That's because investors can end up paying more of their gains in taxes than they have to if they aren't smart about choosing which of their shares to sell based on a factor known as cost basis.

As I got to reviewing her investment statements, I immediately noticed something was wrong: The cost basis of the stocks in the joint account were never stepped up to her husband's date of death.

He is a Chartered Market Technician (CMT). Investopedia / Michela Buttignol Net unrealized appreciation is the difference between the cost basis and the current market value of shares of employer ...