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10.12.2022 - Mutual Funds

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Comments
A few comments from listeners:

I've been a fan of Cap Gains Valet since I've been in the business (8 years now). I appreciate the review and especially the sneak peek ahead to Mark's expectations for 2022, since I've been checking his website every few days for that!
- David M.

I remember him from last time. He's an expert in this niche market.
Russell V.
Mutual Fund Capital Gains: Reducing Salt In The Wound
Presented by Mark Wilson, APA, CFP®, CapGainsValet.com
Mark Wilson

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

Attendees Comments:

A few comments from listeners:

I've been a fan of Cap Gains Valet since I've been in the business (8 years now). I appreciate the review and especially the sneak peek ahead to Mark's expectations for 2022, since I've been checking his website every few days for that!
- David M.

I remember him from last time. He's an expert in this niche market.
Russell V.