Blog

February 27, 2023

The SEC Might Mandate Swing Pricing for Most Funds

The Securities and Exchange Commission (SEC) recently proposed amendments that would mandate swing pricing for most funds. While this is an interesting concept that could benefit shareholders, it poses some challenges. Under the proposed amendments, a purchase or redemption order would be eligible for a given day’s price only if received by an Open-End Fund, […]

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January 31, 2023

Can Cryptocurrency Investors Who Lost Money in 2022 Take Advantage of a Key Tax Loophole?

The crypto market is in a major crash. Many cryptocurrency Investors have lost a ton of money, including Binance CEO Changpeng Zhao and FTX founder Sam Bankman-Fried. But the good news is that a key tax loophole allows crypto investors to exploit short-term capital losses, which could help them get out of losses quickly. But […]

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