Author: Alan Bone

Alan Bone 2 November 2025 3

Tax Reporting from Brokers: Understanding 1099 Forms and Cost Basis

Understand how 1099-B forms from brokers report your stock sales and cost basis to the IRS. Learn what’s on the form, why it often gets wrong, and how to avoid costly tax mistakes.

Alan Bone 19 August 2025 0

RAG for Financial Knowledge Bases: How Grounded AI Answers Prevent Fraud and Ensure Compliance

RAG for financial knowledge bases uses real documents to give accurate, traceable AI answers-preventing fraud, speeding compliance, and cutting manual work. Learn how GraphRAG connects financial dots and why it's becoming essential in finance.

Alan Bone 5 August 2025 4

Market Cap: How to Understand Company Size and Valuation

Market cap tells you the total value of a company based on its stock price and shares outstanding. Learn how it classifies companies, why it matters for investing, and what it doesn’t reveal about true value.

Alan Bone 28 June 2025 4

Ex-Dividend Date: When You Must Own Stock to Receive Dividends in 2025

Learn the exact date you must own a stock to receive dividends in 2025, how the T+1 settlement rule changed everything, and how to avoid missing payouts. Essential for dividend investors.