To narrow down the type of information you are looking for, select your category below. “Doghouse List” is a good place to start.

In The Doghouse – 2017

Here is our 2017 list of funds with estimated distributions in…
November 19, 2017/by Mark Wilson

Capital Gains Stats – 2017

At this point we've found capital gains estimates for 60% of…
November 19, 2017/by Mark Wilson

Predicting 2017’s Capital Gain Distributions

“How painful will this year’s capital gains distributions…
October 24, 2017/by Mark Wilson

Capital Gains Stats – 2016

At this point we've found capital gains estimates for almost…
December 12, 2016/by Mark Wilson

In the Doghouse – 2016

Here is our current list of funds with estimated distributions…
December 12, 2016/by Mark Wilson

CGV Basics – What Are You Thankful For?

Thanksgiving is my favorite holiday.  We get four days off,…
November 30, 2016/by Mark Wilson

CGV Basics – 2016 Distributions, Not Looking Too Spooky

Halloween is the time of year to start thinking about the impact…
October 30, 2016/by Mark Wilson

CGV Intermediate – Know When To Hold’em, Know When To Fold’em

This article assumes you understand some fairly advanced tax…
October 16, 2016/by Mark Wilson

CGV Intermediate – Heading Towards the Doghouse?

Each year I find tens of funds that have distributions over 20%…
October 12, 2016/by Mark Wilson

CGV Basics – Bitten by a big capital gains distribution? There might be a simple remedy.

Are you investing in taxable accounts? Did your fund make a large…
October 10, 2016/by Mark Wilson

CGV Intermediate – Keeping More of What You Make

Between holiday shopping, decorating and goodie eating there…
October 3, 2016/by Mark Wilson

CGV Basics – Don’t buy a tax headache!

Dan just read “10 Mutual Funds You Must Buy Now!” in his…
October 1, 2016/by Mark Wilson
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