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Don Wilkinson

Don F. Wilkinson is a 30-year veteran of the financial services industry. He presently is the owner of a wealth management firm in Newport Beach, CA. His firm specializes in asset management and estate planning for individuals and business owners. His client roster is high-end, affluent and wealthy clients.

 Articles by this Author

Evolving Separately Managed Accounts Become Strategy Option for Affluent Investors
by Don Wilkinson

There's a cycle that occurs approximately every four years as capital gains build up in investors' accounts. In tax year 2000, for instance, investors were subject to low performance in many mutual funds - especially high-tech stocks. At the same time, these investors got hit with excessive capital gains taxes. The same thing occurred during the 2003 thru 2007-tax period.