2010

September

• 07

  Realized reviewed in Barron's

August

• 11

  Making cost reduction easy for your equity portfolios

July

• 29

  Realized-app.com launch

• 21

  Beta test period nearing an end

• 09

  Transaction costs for stock trades include capital gains tax

June

• 22

  Tax loss harvesting and the wash sale rule

• 10

  Wash sale risk with unrealized capital losses

• 04

  Unrealized capital gains are real

May

• 20

  Tax loss harvesting beats buy and hold

April

• 29

  Cost basis after a stock split

• 12

  Imagine an optimal Schedule D

March

• 22

  Unrealized capital gains preserve wealth

February

• 27

  Costly to offset a long-term capital gain against a short-term loss

2009

December

• 14

  Beta testing to find our minimum viable product

October

• 22

  Cost basis for stock depends on tax lots

September

• 14

  Tax loss selling before December

August

• 25

  Sell stock with the highest cost basis for lowest tax

• 06

  Take a capital loss when rebalancing for diversification

July

• 15

  Holding a capital loss until long-term could be costly

• 01

  Capital gains tax: high cost for short-term

June

• 18

  Holding period for long-term capital gain: more than one year

• 10

  FIFO cost basis for stock: a poor choice

• 04

  Placement of high dividend stock in taxable and IRA accounts

May

• 29

  When to sell stock: consider prior capital gains