Understanding Basis Value: Definition, Calculation, and Examples

Learn what basis value is, how to calculate it, and see examples to understand its role in reducing tax burdens on fixed ...
Morningstar

Key Takeaways From Our First Diversity in Asset Management Report

The investment performance of portfolios run by women has paced that of portfolios run by men, according to a new study by Morningstar. Morningstar’s first survey-driven Diversity in Asset Management ...
Nasdaq

Point72 Asset Management reports 5.4% passive stake in Shoals Technologies

Point72 Asset Management disclosed a 5.4% stake in Shoals Technologies (SHLS), which represents over 9.0M shares. The filing does not allow for activism. Shares are up 5% afterhours at $5.30.
AOL

Understanding Deferred Tax Assets: Calculations, Applications, and Real-World Examples

Anyone who has run a business of any size understands how confusing and, at times, complex the tax code can seem. So deferred tax assets (DTAs) can be challenging. However, understanding them is ...