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 – 2020

Here are the latest stats for the 2020 capital gains season:…
November 29, 2020/by Mark Wilson

In The Doghouse – 2020

Here is our 2020 list of funds with estimated distributions…
November 29, 2020/by Mark Wilson

2020 Predictions

At this point in the year, the most common question I get is,…
October 22, 2020/by Mark Wilson

Webinar Replay: Tax Saving Strategies

I was asked to present a webinar on capital gain distribution…
October 9, 2020/by Mark Wilson

Capital Gain Stats – 2019

Here are the final stats for the 2019 capital gains season:
December 28, 2019/by Mark Wilson

In The Doghouse – 2019

Here is our 2019 list of funds with estimated distributions…
December 27, 2019/by Mark Wilson

Inevitable Distributions?

Earlier this year, I decided to build a list of mutual funds…
December 3, 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
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