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

Capital Gain Stats – 2019

We are in the early stages of cap gains season and have found…
October 28, 2019/by Mark Wilson

In The Doghouse – 2019

Here is our 2019 list of funds with estimated distributions…
October 28, 2019/by Mark Wilson

2019 Predictions

"Mr. Wilson, are there going to be a lot of large capital gains…
October 14, 2019/by Mark Wilson

CGV Intermediate – Keeping More of What You Make

Between holiday shopping, decorating and goodie eating there…
October 2, 2019/by Mark Wilson

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

This article assumes you understand some fairly advanced tax…
September 30, 2019/by Mark Wilson

CGV Intermediate – Heading Towards the Doghouse?

Each year I find tens of funds that have distributions over 20%…
September 28, 2019/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…
September 22, 2019/by Mark Wilson

CGV Basics – Don’t buy a tax headache!

Dan just read “10 Mutual Funds You Must Buy Now!” in his…
September 20, 2019/by Mark Wilson

CGV Basics – Beginners Should Start Here

This site is designed primarily for educated investors. If you…
September 18, 2019/by Mark Wilson

In The Doghouse – 2018

Here is our 2018 list of funds with estimated distributions in…
December 10, 2018/by Mark Wilson

Capital Gain Stats – 2018

As we wrap up 2018's cap gains season, we end with these sta…
December 10, 2018/by Mark Wilson

2018 Predictions

Are there going to be a lot of large capital gain distributions…
October 24, 2018/by Mark Wilson
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