What Investors Are Getting WRONG About Capital Gains

On the latest episode of the No Lazy Money Show, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management join host Ryan Ermanni on WJR to break down a hot topic shaking investors: massive capital gains distributions hitting brokerage accounts and mutual funds ahead of the 2026 tax season. They explain why capital gains distributions are surging, how mutual funds trigger surprise tax bills, and what smart investors can do now to reduce the damage. If you own mutual funds in a taxable brokerage account, this is a must listen conversation.

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Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire With Peace of Mind.

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