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Shares of a stock or mutual fund which have had their purchase price and date identified, to differentiate them from additional shares purchased at a different date and/or price, usually done in order to minimize tax liability.

The subject matter contained in this newsletter is often complex, with nuances that cannot be fully described in a single article or announcement. It is therefore vital that you consult with us -- and your legal and investment advisors, as appropriate -- before implementing ideas contained in the newsletter. Bader Martin, PS is not responsible for misinterpretations, errors, or omissions related to the content of this newsletter. Nor are we responsible for its applicability to your personal, business, or tax situation.