The strategic use of certain ETFs can help investors turn unrealized stock-picking losses into tangible tax savings.

James Chen, CMT is an expert trader, investment adviser, and global market strategist. Amy is an ACA and the CEO and founder of OnPoint Learning, a financial training company delivering training to ...

Tracking your portfolio growth, is important but knowing when your gains become taxable is just as critical. There is a key difference between gains you have locked in by selling and gains that only ...

Unrealized gain/loss (%) represents the amount, expressed as a percentage, that investors have lost or gained since purchasing a security. This figure is not annualized and is calculated by ...

Capital gains taxes are often a flashpoint in fiscal policy debates. Over the past several years, there have been plenty of key proposals introduced, largely targeting wealthier and higher-earning ...

Strategy, the bitcoin accumulation firm founded by Michael Saylor, recorded a $14.5 billion unrealized loss in the first quarter after a sharp decline in the value of its bitcoin stash. Bitcoin fell ...

Bitcoin accumulator Strategy Inc. registered a roughly $14.5 billion unrealized loss in the first quarter as the value of the Michael Saylor-led company’s cryptocurrency holdings fell. Bitcoin tumbled ...

BitMine Immersion Technologies is facing increasing pressure as plunging ether prices have led to heavy unrealized losses. The Ethereum Treasury, which is chaired by Fundstrat’s Tom Lee, sits at the ...