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. The course will be delivered on our YouTube Channel. Please click the button below to subscribe to our channel and “ring the bell” to be notified when new videos are added. Course will be active by 9-1-2022.

Online Course

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Learn Why Distribution Risk Management is Essential and How Leveraging These Principles Maximizes Your Returns

course curriculum

Topics Covered – Guaranteed to Make You More  

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Introduction - Distribution Risk Management ("DRM")

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Understanding the Different Types of Distributions and Their Taxation

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Why the Distribution Premium Causes Investors to Purchase Fewer Shares

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Why the Accounting Treatment of Dividends and Capital Gains is Costing You Money

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Why Dividends are Taxed 3 Times!

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Understanding Accrual vs. Non-Accrual Distributions

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What is Distribution Risk Management - And Why it Matters

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Capital Gains - Why You are Responsible for Paying Someone Else's Taxes!

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The Golden Rule of Distribution Risk Management

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Who is Adversely Impacted By Distribution Risk?

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How Much Money are Investors Losing Annually?

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How to Calculate Investor Losses for Buyers

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Why DRM is an Essential Skill for Fiduciaries and Professionals

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What Do Our Securities Laws Say About Hidden Costs?

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How to Calculate Investor Losses for Sellers

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Why Our Markets are NOT Efficient

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What is the Distribution Premium?

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Rules of Thumb for Distribution Risk Management

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Why are Bond Investors Protected from Loss - But Not Equity Investors?

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Why the Term "Net Asset Value" is Misleading

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Bonus Content!