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CapGainsValet Offers Free Information for Financial Advisors, Helps Advisors Make Better Buy/Sell Decisions

Submitted by Technology Tools for Today on December 12th, 2014


This year looks like it will be a huge year for mutual fund capital gains distributions – and CapGainsValet wants to help. Deferring purchases until after a fund distribution, selling a fund before its distribution, or (in some cases) selling after the fund makes its distribution are all strategies that are worth considering when distribution percentages are large. But finding this information can be time consuming.

Thankfully, there is a new – and free website (www.CapGainsValet.com) – where investors and investment advisors can easily find estimated capital gains distributions. Simply enter the name of your fund firm and see immediately if capital gains estimates are available.

“I have collected capital gains estimates for over 130 different fund firms and have already counted almost 400 different funds that have estimated distributions higher than 10% of NAV,” said Mark Wilson, APA, CFP®, Chief Valet. “In addition, I've found 42 in excess of 20% and 10 with estimated distributions more that 30%. You can see the most current list of “20%+ers” at http://www.capgainsvalet.com/in-the-doghouse.”

Wilson is also the Chief Investment Officer at The Tarbox Group, Inc., a leading wealth management firm located in Newport Beach, CA (www.tarboxgroup.com). Their team primarily provides comprehensive and customized wealth management services for a select number (currently 106) of wealthy families.  

“I first came up with the idea of CapGainsValet 16 years ago,” Wilson said. “Our firm has been collecting, consolidated and reviewing capital gains estimates for over 20 years.  This information helped us make smart trading decisions that saved our clients tens of thousands of dollars in taxes. I felt it was a shame that our work was only valuable to our team and other smart folks/firms were probably going through the same process. Since a major mutual fund information provider has yet to make this information easily available, I finally decided to make this happen.”

We hope you’ll check it out!

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