31

Announcements / Blog Post - Concentrated Investment Positions

« Last post by Forum Administrator on March 03, 2020, 09:31:36 AM »

With the recent runup of stock market levels over the past several years, many investors might find one or more of their investment holdings have appreciated considerably in value, now representing a disproportionate percentage by market value. With this in mind, it is important for investors to pay attention to these concentrated investment position(s), an important investment concept that often is over-looked for proper portfolio management....

https://www.investmentaccountmanager.com/products/concentrated-investment-positions/

32

Announcements / Blog Post - Benchmarking: The Art of the Science

« Last post by Forum Administrator on February 01, 2020, 09:15:47 AM »

As found in the Merriam Webster dictionary the term “benchmark” has the following definitions:

> a mark on a permanent object indicating elevation and serving a reference in topographic surveys and tidal observations.

> a point of reference from which measurements may be made.

These definitions clearly suggest that a benchmark serves as a point of reference. The real key here—in the world of investments—is selecting a performance benchmark that is similar to the portfolio being measured against it. This often does not happen, which is why performance benchmarking so often is sheer lunacy.

https://www.investmentaccountmanager.com/products/benchmarking-the-art-of-the-science

33

Announcements / Blog Post - Defining Your Investment Objectives

« Last post by Forum Administrator on January 02, 2020, 12:30:14 PM »

With the start of 2020, now is an ideal time for investors to review their forward-looking investment objectives, understanding these objectives are affected by short- and long-term needs and changing requirements....

https://www.investmentaccountmanager.com/products/defining-your-investment-objectives/

34

Announcements / Blog Post - Save and Invest

« Last post by Forum Administrator on December 02, 2019, 08:51:07 AM »

Saving is a key principle. People who make a habit of saving regularly, even saving small amounts, are well on their way to success.  It’s important to open a bank or credit union account so it will be simple and easy for you to save regularly.  Then, use your savings to plan for life events and to be ready for unplanned or emergency needs.

https://www.investmentaccountmanager.com/products/save-and-invest/

35

Transactions / Re: GE Spinoff of GE Transportation

« Last post by Forum Administrator on November 29, 2019, 09:51:35 AM »

If you contact the investor relations division on GE's website, they will provide the proper share ratios and cost basis allocations.  Once you have this information, with proper market prices on the date of the spinoff, you can enter this under the IAM Transactions Menu | Global Transactions | Spinoff function. If you have add'l questions, please contact our technical support team: techsupport@investmentaccountmanager.com

Matt

36

Transactions / GE Spinoff of GE Transportation

« Last post by RJANES on November 27, 2019, 11:54:18 AM »

Has anyone determined what the tax consequences of this transaction is? It appears that the spinoff is taxable to GE share holders with a reduction in GE basis. If so how should this be accounted for in IAM?

37

Support / Re: Unable to post transactions

« Last post by Forum Administrator on November 26, 2019, 08:51:04 AM »

First off, verify you are using the latest v3.1.8 of Investment Account Manager.  Then once you have updated to this latest release, use the tools menu | rebuild data choice.  Then see if the issue is corrected for you.  As necessary, please contact our technical support team directly using this email address: techsupport@investmentaccountmanager.com

Matt

38

Support / Unable to post transactions

« Last post by dmcacosta on November 25, 2019, 11:37:24 AM »

When I try to post transactions after a broker download, a window pops up requesting I open a .dbf file.  I do not know what to choose, and I am unable to post any transactions. Any suggestions?  Thanks!

39

Transactions / Re: Spin off with multiple tax lots

« Last post by Forum Administrator on November 21, 2019, 08:36:09 AM »

When adding multiple spinoffs, these are entered in sequential order.  That is, determine the proper cost basis allocations post the spinoff for each company (parent and spinoffs received).  Then determine the % allocation this cost basis represents of the original parent.  When entering, make sure you adjust the percent allocations for each subsequent spinoff so the resulting tax basis assigned is correct for each company.  Refer to the help topic provided in IAM3 regarding multiple spinoffs for a working example you can follow.  If you have add'l questions, please email our technical support team directly: techsupport@investmentaccountmanager.com

Matt

40

Transactions / Spin off with multiple tax lots

« Last post by dmcacosta on November 19, 2019, 04:26:10 PM »

Hi! I am trying to post a spin off, but the allocation of basis among the tax lots is not allocating according to my statement.  Is there a way to specify how much basis from each lot is being spun off?  Thanks!