Mentor Capital Newsletter

Mentor Monthly Missive - August 2010

The risk of a 'bear' bond market; How to protect yourself from 'phishers'

Mentor Monthly Missive - July 2010

The ABC's of paying for college; Bankruptcy - what does it mean; Does your child need a day planner?

Mentor Monthly Missive - June 2010

The ABC's of Homeowner's insurance; Do you know how to raise the U.S. Savings rate?; There is help for the struggling homeowner

Mentor Monthly Missive - May 2010

Cost effective retirement; A serving of poison, anyone?; How to save on utilities this summer

Mentor Monthly Missive – April 2010

Putting a value on financial planning; Clients: Please make sure we have a copy of your 2009 tax returns; Most recent SEC filing is available

Mentor Monthly Missive - March 2010

Complete the 2010 Census Questionnaire; An added layer of protection; Great time to be a Chicago sports fan

Mentor Monthly Missive - February 2010

Key questions you must answer for your financial future; Mentor Capital offers tax-preparation services; The perils of stock picking

Mentor Monthly Missive - January 2010

The pitiful population; A smart client; Good news for account holders

Mentor Monthly Missive - December 2009

Selling off a good name; Start 2010 with a balanced portfolio; Year end tax tips

Mentor Monthly Missive - November 2009

How much can you safely withdraw during retirement?; Own appreciated stocks? Consider selling them this year; Are your vaccinations up to date?; Now is the time to select 2010 Medicare drug plan

Mentor Monthly Missive - October 2009

Document retention guidelines and Voting Proxies

Mentor Monthly Missive - September 2009

'No thanks' to leveraged ETFs; Beware timeshares; Money-management tips for college graduates; Limited-time offer – receive commission-free electronic equity trades

Mentor Monthly Missive - August 2009

"Cash for Clunkers" program still going; Reverse mortgages: Know what you're getting into; Still sitting on cash?

Mentor Monthly Missive - July 2009

Second-quarter results show improvement; Special deal from Uncle Sam – Good or not?; Tax increase, anyone?

Mentor Monthly Missive - June 2009

7 tips for seniors – managing your money in tough economic times; Financial crimes against the elderly

Mentor Monthly Missive - May 2009

Can you trust your financial advisor?; Actively managed funds underperform benchmarks; Is your HELOC at risk of being closed, frozen or reduced?

Mentor Monthly Missive - April 2009

Big, bad America; A good time to gift; Where's my stimulus payment?.

Mentor Monthly Missive - March 2009

Guaranteed bonus?; Markets don't stay down forever; Debt to equity

Mentor Monthly Missive - February 2009

Will you benefit from the federal stimulus package?; Federal government - Risk-free returns?; High cost of bottled water

Mentor Monthly Missive - January 2009

Tax planning tips; Too good to be true?; Income tax services expand

Mentor Monthly Missive - December 2008

Depression? Not Even Close; Due diligence?; Mentor Capital rejects fee-rate increase for 2009

Mentor Monthly Missive - November 2008

Lack of investment plan hurts returns; Gift tax annual exclusion to rise; We're in this together

Mentor Monthly Missive - October 2008

A special note; Lessons learned and Tax refund scam

Mentor Monthly Missive - September 2008

Living with a budget

Mentor Monthly Missive - August 2008

Investment Strategy; Hybrid vs. Non-hybrid

Mentor Monthly Missive - July 2008

Announcing our revamped newsletter; Patience during a market downturn; Get your annual credit report

Financial Planning News - October 2007

Deciphering the profession's alphabet soup; Make your cash work more for you; Guilt: A big roadblock to financial success; How to avaoid financial scams; Where Michigan goes, will Illinois follow?; Don't buy a tax liability

Financial Planning News - September 2007

As Congress fiddles, taxpayers get burned; How to avoid 13 financial boo-boos; More confusion for investors; Mentor Capital on WGN radio

Financial Planning News - August 2007

Save money by raising your Credit Score; What higher yields may mean for you; Mentor names new advisor; Toward financial success and peace of mind

Financial Planning News - July 2007

How tax planning can put more $ in your pocket; Do you know about the EFTPS?; Time to order free credit reports?; What type of life insurance is right for you?; College plan is new and improved

Financial Planning News - June 2007

Client welfare is 'fiduciary' campaign focus; Stocks rising once again; How scan artists find easy victims; Does your estate plan need a tune-up?

Financial Planning News - May 2007

Let's pretend: Worst-case scenario for your retirement; How much life insurance do you need?; Not serving: Your interests; Market timing for dummies: Tips and techniques

Financial Planning News - April 2007

Investing in tax-free securities; A fixed-income primer; Bond investing:Riskier than you might think.

Financial Planning News - March 2007

What's better for your estate – a will or a trust?; Don't be an ostrich – confront your risks!; 2006 Investment returns; We're in the news!

Financial Planning News - February 2007

The pros and cons of rolling your retirement-plan money into an IRA; How to hide credit info from nosy lenders; Tax Tip - Alimony can be used to fund an IRA; Editorial - A philanthropic life puts wealth to good use around the world

Financial Planning News - January 2007

2007 tax law changes – Some good, some not; How much, what kind of life insurance should you have?; How your credit score can boost the cost of borrowing

Financial Planning News - December 2006

Looks like another good year for stocks; 2006 Telephone Tax Refund; For some, 'AGI' means 'AGH!'; Get your free credit report

Financial Planning News - November 2006

Don't buy a tax liability; Medicare drug benefit revisited; Should you pay down your home mortgage?; How to get a CLUE

Financial Planning News - October 2006

Investing in real estate — the REIT advantage; College plan tax break extended; Check your beneficiaries; DFA funds offer low-cost, passive investment option; Bank interest rates lagging behind Fed rate

Financial Planning News - September 2006

New College Savings Plan Available in Illinois; Retirement Can Be Golden, When Proper Plans Are Laid; Tax Diversification Made Easier By New Tax Law

Financial Planning News - August 2006

Tough Retirement Years Ahead for Americans; Mutual Fund Expenses Explained; Potentially Higher Tax Rates During Retirement Pose Risks

Financial Planning News - July 2006

Funds, Funds, Funds - Confused by different types of funds? Here's a review of what's what; New Disclosure Rules Not Helping Investors; Required Minimum Distributions from IRAs - Severe penalties may apply if you don't take IRA distributions when required

Financial Planning News - June 2006

Don't Panic Over Recent Stock Market Downturn; Paying yourself first can work like magic; Annual Gifting Limit Now $12,000

Financial Planning News - May 2006

Foreign Stocks Tops in 2005; What Is a "Financial Advisor"?; Don't throw away that trust!

Financial Planning News - April 2006

You Filed Your 2005 Tax Return – Now What?; Toward Financial Peace of Mind; Asset Allocation: More Than Just Diversification

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