by Mark Wilson, APA, CFP®, publisher of Cap Gains Valet
It’s that exciting time of year again – mutual fund companies are letting us know how much of a tax headache they will be giving us! Or, others call this mutual fund capital gains distribution season.
The question of the day is: Continue reading →
Warren Buffet once quipped: “Forecasts usually tell us more of the forecaster than of the forecast.” This is one reason I hesitate to forecast what we might see this year for capital gains distributions from mutual funds. Nonetheless, I’ll reveal a little about myself and will make an educated guess.
I don’t track absolute dollars of fund distributions, but for the Continue reading →
What Are You Thankful For?
Thanksgiving is my favorite holiday. We get four days off, gather with our family and friends, and prepare and eat (hopefully) good food. All of this without the extra “stresses” of the 4th of July or (at our house) Christmas.
Once everyone is seated around the dining room table, we wait for my father-in-law to ask the question “Can we go around the table and each share what we are thankful for?” This is a longstanding tradition and another reason why I enjoy the holiday. It’s great to hear answers ranging from “our family’s health” and “Uncle Russ has joined us” to “cranberry sauce!” and “the turkey is Continue reading →
