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Frontline: The Retirement Gamble

Here is a piece from Frontline on the Retirement Gamble from last year.  It is a longer video, but worth the time. Frontline: The Retirement Gamble

Excellent eight

A key element of managing wealth is setting the stage for an enjoyable retirement. Here are eight rules we recommend to ensure success during the Golden Years: Limit distributions from your retirement savings to a “safe” amount, say between 3% and 4%, depending on the makeup of your portfolio. Stay flexible in your spending, so […]

Mid-Year Resolutions

As the mid-year and second quarter come to an end, we wanted to see how your New Year resolutions were working out.  Did you set some savings goals in January?  Were you going to invest your tax refund from the IRS in April?  Were you finally going to increase your 401(k) contributions in June?  If you […]

Nope – not us!

MedicalJane, a web site that bills itself as the No. 1 resource for medical marijuana and cannabis activists, reports that Mentor Capital will invest $140 million in the medical marijuana sector. To clear up any confusion: That’s not us. It’s a California (of course) concern that invests in startups and acquires early-stage companies in the […]

Tapping in to Great Minds, Good Food

By John S. Davis, CFP One of the greatest challenges of this business is keeping up with the latest wealth management strategies. It’s one of the great pleasures too, because it allows me to get out of the office, collaborate with my colleagues from around the country and learn new ways to help clients. I […]

A Modern Approach to Wealth Management

Note: The following appeared in an advertisement from Charles Schwab, our custodian of choice. We thought it perfectly conveyed our approach and, with some minor editing, wanted to share it with you. We see it all around us. People engaging, asking tough questions, demanding quality, value and accountability. People taking ownership of their lives. It’s […]

NAPFA: It’s in Your Best Interest

Most clients of Mentor Capital are familiar with NAPFA, the National Association of Personal Financial Advisers. This is the Fee-Only financial planning industry organization that promotes objectivity, transparency and elimination of conflicts of interest when working with clients.   NAPFA members, like advisers of Mentor Capital, gladly accept the fiduciary responsibility always to act in […]

Mutual funds ban frequent traders

So you think mutual funds aren’t serious about stopping frequent traders from messing with their products? Money Magazine reported recently that T. Rowe Price had blocked approximately 1,300 American Airlines employees from trading in their retirement plan mutual funds due to excessive buying and selling. Some employees were banned forever. Money said that Southwest Airlines […]

June Market Commentary from Charles Schwab & Co.

Stocks Rally on Stronger Data U.S. stocks continued to climb higher last week following better-than-expected economic data. For the week, the Dow Jones Industrial Average was up 1.35% to 16,924, the S&P 500 Index rose 1.53% to 1,949, and the tech-heavy Nasdaq Composite Index climbed 1.73% to 4,321. Meanwhile, the yield on the 10-year Treasury […]

Mentor Monthly Missive – June 2014

Mentor Monthly Missive – June 2014