---
title: Wealth Management Blog | WrapManager | Investing 101
description: Investing 101 | Helpful tips, tactics and information about investment planning, money manager research, and managing your retirement.
---

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### [How Does a Stock Split Impact the Cost Basis of Shares? – Doug’s Quiz Corner](https://www.letsassemble.com/wealth-management-blog/how-stock-splits-impact-cost-basis-of-shares)

 Posted by [ Doug Hutchinson | CFA®, Director of Research and Trading ](https://www.letsassemble.com/wealth-management-blog/author/doug-hutchinson)

June 15, 2018

[![How Does a Stock Split Impact the Cost Basis of Shares? – Doug’s Quiz Corner](https://www.letsassemble.com/hs-fs/hubfs/Stock%20Splits%20-%20Dougs%20Quiz%20Corner.png?width=300&name=Stock%20Splits%20-%20Dougs%20Quiz%20Corner.png) ](https://www.letsassemble.com/wealth-management-blog/how-stock-splits-impact-cost-basis-of-shares)

## Understanding the Cost Basis Impact of Stock Splits & Reverse Stock Splits

Consider this Scenario

Your friend Bill owns a stock that just went through a 2-for-1 stock split and another stock that had a 3-for-4 reverse stock split. He is unsure how these actions will impact his cost basis per share for these stocks.

> **Stock Split: **A stock split is a corporate action that takes places when a company divides its existing shares into multiples shares to boost the shares liquidity. Although the number of shares outstanding increases by a specific multiple (such as 2-for-1 or 3-for-1) the total value of the shares held by a shareholder does not change. So, if you held 3 shares and the company held a 2-for-1 stock split you would now hold 6 shares, but the total original value would not change.
> 
> **Reverse Stock Split: **A reverse stock split is a corporate action that happens when a company reduces the total number of its outstanding shares. A reverse stock split decreases the number of a company’s outstanding shares by a specific multiple (such as 1-for-5 or 1-for-10) and simultaneously increases the price per share. These are also known as a stock consolidation or share rollback. So, if you held 5 shares valued at $20 each and the company held a 1-for-5 reverse stock split, you would now hold 1 share valued at $100.    

A company may have their stock go through a stock split in order to make the stock seem more affordable to smaller investors. A company may have their stock go through a reverse split in order to meet the minimum share price for inclusion on a particular stock exchange.

[[+] Read More](https://www.letsassemble.com/wealth-management-blog/how-stock-splits-impact-cost-basis-of-shares)

[Doug's Quiz Corner](https://www.letsassemble.com/wealth-management-blog/topic/dougs-quiz-corner) [Investing 101](https://www.letsassemble.com/wealth-management-blog/topic/investing-101)

[![How to Research a Money Manager](https://www.letsassemble.com/hs-fs/hubfs/How_to_Research_a_money_manager.png?width=300&name=How_to_Research_a_money_manager.png)](https://www.letsassemble.com/wealth-management-blog/5-tips-for-researching-money-managers)

### [How to Research a Money Manager](https://www.letsassemble.com/wealth-management-blog/5-tips-for-researching-money-managers)

April 10, 2018

 The age of the internet has given us a lot of good information, and it’s made research easier for the average person. Wondering who won the Oscar for Best Picture in 2017, what happens to muscles as you age, or how to train a cat? The answers are just a few keystrokes away. As information becomes more and more accessible, it’s become easier and easier to learn how to DIY thousands of activities that used to be regulated to the realm of learned experts (ie. car repair, investment management, and self-diagnoses). Even for those things that you choose to outsource to an expert – and there are more than a few things that are still worth outsourcing to a trustworthy expert – there is a huge amount of power in understanding (at least the basics) how their processes work. [[+] Read More](https://www.letsassemble.com/wealth-management-blog/5-tips-for-researching-money-managers)

[![A New Era of 401(k) Millionaires](https://www.letsassemble.com/hs-fs/hubfs/blog-files/Women-are-401k-Millionaires.png?width=300&name=Women-are-401k-Millionaires.png)](https://www.letsassemble.com/wealth-management-blog/a-new-era-of-401k-millionaires)

### [A New Era of 401(k) Millionaires](https://www.letsassemble.com/wealth-management-blog/a-new-era-of-401k-millionaires)

January 10, 2018

 Fidelity Investments recently produced research that unveiled a surging population of 401(k) millionaires: women. According to Fidelity’s findings, the share of women who have accumulated $1 million or more in retirement plans has doubled over the last 12 years (based on data from 15 million retirement plan participants in Fidelity 401(k) accounts). As of the end of September 2017, about 20% of Fidelity’s 401(k) millionaires were women, which is up from less than 10% in the same period in 2005. What does it take to grow a 401(k) to $1 million and above? Many things, but if we were to narrow it to just three, it would be: consistent saving, smart investing, and time. The women in Fidelity’s research have leveraged all three to become millionaires. [[+] Read More](https://www.letsassemble.com/wealth-management-blog/a-new-era-of-401k-millionaires)

[![Protecting Your Online Identity: Simple Steps for Better Internet Security](https://www.letsassemble.com/hs-fs/hubfs/blog-files/internet%20security.png?width=300&name=internet%20security.png)](https://www.letsassemble.com/wealth-management-blog/4-simple-steps-to-better-internet-security)

### [Protecting Your Online Identity: Simple Steps for Better Internet Security](https://www.letsassemble.com/wealth-management-blog/4-simple-steps-to-better-internet-security)

October 13, 2017

 In light of the increased security concerns caused by the Equifax data breach and the increased extent of the Yahoo data breach, we feel it is important to remind clients of ways that you can protect yourself from identity theft and other data theft. Below are four easy steps that you can take today to help protect your internet security. [[+] Read More](https://www.letsassemble.com/wealth-management-blog/4-simple-steps-to-better-internet-security)

[![Fair Weather Money Manager Fan? What Data Tells Us about Short-Term Investments](https://www.letsassemble.com/hs-fs/hubfs/blog-files/What%20Data%20Tells%20Us%20about%20Short-Term%20Investments.png?width=300&name=What%20Data%20Tells%20Us%20about%20Short-Term%20Investments.png)](https://www.letsassemble.com/wealth-management-blog/what-data-tells-us-about-short-term-investments)

### [Fair Weather Money Manager Fan? What Data Tells Us about Short-Term Investments](https://www.letsassemble.com/wealth-management-blog/what-data-tells-us-about-short-term-investments)

September 27, 2017

 Just about every sports fan knows the joy of rooting for your favorite team when things are going well, when the wins pile up. But the opposite can also be true – in those years when your team is “rebuilding” (which is really a euphemism for losing all the time), it’s easy to jump ship and wait it out elsewhere. If you think sports fans are fickle or “fair weather,” investors arguably take it to an entirely new level. The research firm DALBAR tracked how often investors “switch teams,” or how often they move from mutual fund to mutual fund and/or strategy to strategy. They collected some fascinating data in the research process, and we’ll dig into their findings below. [[+] Read More](https://www.letsassemble.com/wealth-management-blog/what-data-tells-us-about-short-term-investments)

[![Concerned About the Equifax Breach? Here’s How to Freeze Your Credit](https://www.letsassemble.com/hs-fs/hubfs/blog-files/Protecting%20Your%20Credit%20from%20Identity%20Theft.png?width=300&name=Protecting%20Your%20Credit%20from%20Identity%20Theft.png)](https://www.letsassemble.com/wealth-management-blog/equifax-hack-freezing-your-credit)

### [Concerned About the Equifax Breach? Here’s How to Freeze Your Credit](https://www.letsassemble.com/wealth-management-blog/equifax-hack-freezing-your-credit)

September 11, 2017

 Over the past few days we’ve had many clients mention their concerns about the Equifax data breach, which got us talking about how to protect your credit if it’s possible your personal information is at risk. And, as the number of impacted Americans continues to grow, it’s worth knowing what options you have to protect yourself from fraud. Equifax built a Cybersecurity Incident website for you to see if your personal information has been impacted - check to see if your security was impacted here. While some people are considering Equifax’s own credit monitoring service, another option that you have is to freeze your credit across all three major reporting agencies. But what does that mean, and how do you do it? A Quick Explanation Freezing your credit basically places restrictions on who can view your credit report. Once your credit is frozen only yourself, existing lenders, or their debt collectors will be able to see it, according to federal regulators. (Government agencies carrying out a search warrant or subpoena are still able to access your credit records as well.) [[+] Read More](https://www.letsassemble.com/wealth-management-blog/equifax-hack-freezing-your-credit)

[![What Investors Need to Know About the Disposition Effect](https://www.letsassemble.com/hs-fs/hubfs/blog-files/Disposition%20Effect.png?width=300&name=Disposition%20Effect.png)](https://www.letsassemble.com/wealth-management-blog/what-investors-need-to-know-about-the-disposition-effect)

### [What Investors Need to Know About the Disposition Effect](https://www.letsassemble.com/wealth-management-blog/what-investors-need-to-know-about-the-disposition-effect)

September 6, 2017

 Part of being an astute investor involves hours of analyzing the capital markets, actively researching the companies and strategies you invest in, and staying up to speed on current events. That’s plenty of work on its own. But there is another aspect to smart investing that generally receives less attention but is arguably equally important. It involves studying ourselves – our behaviors and tendencies as investors, how and why we make investment decisions, and how those decisions may impact our returns over time. Most of this research falls within the field of Behavioral Finance, which challenges the assumption that “individuals act rationally and consider all available information in the decision-making process.”1 Investors rarely do those things, and that’s why studying behavioral finance can be so beneficial. The general thinking is that the more we understand the decision-making process, the better equipped we can be to help investors avoid common mistakes while simultaneously establishing guidelines for a disciplined investment process. [[+] Read More](https://www.letsassemble.com/wealth-management-blog/what-investors-need-to-know-about-the-disposition-effect)

[![What is the Federal Reserve?](https://www.letsassemble.com/hs-fs/hubfs/blog-files/What_is_the_federal_reserve.png?width=300&name=What_is_the_federal_reserve.png)](https://www.letsassemble.com/wealth-management-blog/what-is-the-federal-reserve)

### [What is the Federal Reserve?](https://www.letsassemble.com/wealth-management-blog/what-is-the-federal-reserve)

August 9, 2017

 The Federal Reserve (Fed) met on July 25 and 26 with little fanfare, since they did not end up raising interest rates. In a statement, the Fed said the job market continues to strengthen, but inflation remains somewhat of a concern. Inflation metrics have fallen below the 2% threshold the Fed considers healthy, and as such the central bank will be “monitoring inflation developments closely.” The Fed gets quite a bit of media attention, and it got us thinking: for many normal investors and retirees, the Federal Reserve is probably an institution shrouded in mystery. What is the Federal Reserve? How did they come into existence? Are they as important as everyone says they are?1 There is no way we can cover all of that ground in this post, but we figured offering four little-known facts about the Federal Reserve could at least help readers get to know the institution a bit better. Here they are: [[+] Read More](https://www.letsassemble.com/wealth-management-blog/what-is-the-federal-reserve)

[![Millennial Investors and Investing Psychology](https://www.letsassemble.com/hs-fs/hubfs/blog-files/millennial_investors.png?width=300&name=millennial_investors.png)](https://www.letsassemble.com/wealth-management-blog/millennials-behavioral-investing)

### [Millennial Investors and Investing Psychology](https://www.letsassemble.com/wealth-management-blog/millennials-behavioral-investing)

August 3, 2017

 Most investors would readily admit that past experiences in the markets tend to influence their decision-making over time. At best, our mistakes can inform us what to avoid in the future. At worst, we allow certain experiences to create unproductive biases in our mindset. A good example of such a bias could be the tendency of Depression-era investors to avoid stocks altogether following that time period, given the scars left behind from such a difficult experience. The problem with such a bias, can be the creation of an even bigger opportunity cost in its wake—the opportunity cost of not participating in the gains that followed. [[+] Read More](https://www.letsassemble.com/wealth-management-blog/millennials-behavioral-investing)

[![How “Familiarity Bias” May Impact Your Investment Decision-Making](https://www.letsassemble.com/hs-fs/hubfs/blog-files/Familiarity-Bias.png?width=300&name=Familiarity-Bias.png)](https://www.letsassemble.com/wealth-management-blog/does-familiarity-bias-impact-your-investment-decisions)

### [How “Familiarity Bias” May Impact Your Investment Decision-Making](https://www.letsassemble.com/wealth-management-blog/does-familiarity-bias-impact-your-investment-decisions)

July 18, 2017

 It’s no secret that investors have a tendency to "get in their own way” when it comes to making investment decisions. As we have written before, you may not be your own best financial planner. The idea that investors often make emotional or ill-informed decisions is not an attribute that is just widely-known and accepted—there is actually an entire field of research devoted to it. This field of research is known as Behavioral Economics or Behavioral Finance, and people in the field study “inherent biases that plague individual investors.” These biases are often ones that are difficult for individual investors to come to terms with and overcome. Robert Stammers, the Director of Education for the CFA (Chartered Financial Analyst) Institute, frames the role of investor behavior on decision-making into three behavioral biases: overconfidence, familiarity, and anchoring.1 We will focus on the familiarity bias here. [[+] Read More](https://www.letsassemble.com/wealth-management-blog/does-familiarity-bias-impact-your-investment-decisions)

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