Mutual Funds

Listen to financial planner Mark Wilson, CFP® to expand your knowledge about fund and ETF distributions and various strategies to minimize your clients’ taxes.    

Listen as Professor Derek Horstmeyer takes us through a deep dive into how costs, taxes and fees all relate to ETF and mutual fund performance.  Derek  discussed when to pick a ETF over i...

President Biden's tax proposals could make year-end mutual fund distributions even more painful this year. Combine that with what's expected to be a big year for distributions and you have a real o...