by Jeremy Roseberry | Mar 20, 2020
The purpose of this article is to make the reader familiar with the analysis methods necessary to compare a traditional investment fund that accrues realized income to its net asset value (NAV) with an investment fund that does not accrue realized income to its NAV.... 
by Jeremy Roseberry | Mar 12, 2020
What would you do if someone who you did not know asked you to pay taxes on the income that they earned? I think most people would be outraged or appalled at the thought of someone, even asking that question. However, if you are a taxable investor, you are paying... 
by Jeremy Roseberry | Mar 2, 2020
This article describes how investors, who buy investment funds using FairShares technology, can buy more shares of a FairShares fund than they can of an equivalent traditional fund. Traditional investors are buying a dividend, which reduces their invested capital. As... 
by Jeremy Roseberry | Feb 27, 2020
In this article, we review some commonly asked questions related to FairShares technology and its implementation. Does the use of FairShares technology, which properly values an investment fund by not including realized income in the net asset value, impact the asset... 
by Jeremy Roseberry | Jan 23, 2020
Overview: The purpose of this whitepaper is to educate readers about a flaw in our market structure, that causes income-producing securities to trade “Dirty.” Dirty security pricing causes investors to pay inflated values for income-producing securities and then... 