Online Course
Educate yourself about the hidden risks in our stock market. Until every firm provides investors with FairShares, RoboTax, and Disclosure Data, investors must proactively take steps to protect themselves from these hidden risks. Learn how to calculate and minimize your losses to maximize your returns. This Distribution Risk Management course is crucial for fiduciaries and anyone who has a duty to act in their client’s best interest. This course is unique and cannot be found anywhere else.
Watch
Learn Why Distribution Risk Management is An Essential Skill and Why Leveraging These Principles Maximizes Your Returns
course curriculum
Topics Covered – Guaranteed to Make You More Money 5 Hours of Self-Paced Learning
Introduction to Managing Distribution Risk ("DRM")
Understanding the Different Types of Distributions and Their Taxation
Why the Distribution Premium Causes Investors to Purchase Fewer Shares
Why the Accounting Treatment of Dividends and Capital Gains is Costing You Money
Why Dividends are Taxed 3 Times!
Understanding Accrual vs. Non-Accrual Distributions
What is Distribution Risk Management - And Why it Matters
Capital Gains - Why You are Responsible for Paying Someone Else's Taxes!
The Golden Rule of Distribution Risk Management
Who is Adversely Impacted By Distribution Risk?
How Much Money are Investors Losing Annually?
How to Calculate Investor Losses for Buyers
Why DRM is an Essential Skill for Fiduciaries and Professionals
What Do Our Securities Laws Say About Hidden Costs?
How to Calculate Investor Losses for Sellers
Why Our Markets are NOT Efficient
What is the Distribution Premium?
Rules of Thumb for Distribution Risk Management
Why are Bond Investors Protected from Loss - But Not Equity Investors?
Why the Term "Net Asset Value" is Misleading
Bonus Content!
Pricing
Tools That Make Investors More Money - Available In May 2022 -
Understanding Distribution Risk Online Course
$99.99 $49.95
- Pays for itself
- One time payment - lifetime access
- Increase your returns by managing distribution risk
- Must have for Fiduciaries
Discounted Membership - Includes Disclosure Data App
$99.99 $49.95/quarter
- Access to online course
- Access to our Disclosure Data App - available to first come first serve beta testers in May, full access by end of July
- RoboTax - stop paying taxes you don't owe - coming soon
- Access to our Blog
- Many new Apps in development all of which make investors more money - coming soon
- Access to our Community Forums
- Access to our Online Course
For Enterprises - RoboTax, Disclosure Data and FairShares
contact Contact Us
- Comply with disclosure laws
- Create accurate 1099's with RoboTax
- Create the best performing investment funds
- Create innovative exchanges that allow fair security pricing for equities and fixed income
- Protect investors and create efficient markets
- Be the most tax-efficient broker or custodian
- Increase the after-tax returns of your 40 Act or Hedge Fund