Mentor Monthly Missive – October 2014


Mentor Monthly Missive – October 2014

Read more

Mentor Monthly Missive – September 2014


Mentor Monthly Missive – September 2014

Read more

Mentor Monthly Missive – August 2014


Mentor Monthly Missive – August 2014

Read more

Mentor Monthly Missive – July 2014


Mentor Monthly Missive – July 2014

Read more

Coalition backs more $$ for SEC


Bravo to the Financial Planning Coalition, which is backing legislation that would raise fees for investment advisers to increase the  “dangerously low” number of exams the Securities and Exchange Commission currently conducts. The best way to protect consumers is to beef up examinations – which should be targeted at the riskiest of operations: For example […]

Read more

Bureaucrat-think


So the government wants to stop U.S. companies from moving overseas for tax reasons. The solution? Make the U.S. corporate tax environment even more onerous. This is typical of the way bureaucrats think. They fail to consider that businesses, like consumers, do what’s in their own financial best interests.   A friend commented that it […]

Read more

Obamacare credit for small biz health insurance


Obamacare’s web site for small businesses to sign up for health insurance is still non-functioning, but it has a working calculator to find out if you qualify for a tax credit: https://www.healthcare.gov/shop-calculators-taxcredit/ Be prepared to enter current year projected numbers for: full-time employees; part-time employee hours; total wages; whether the employer will pay 50% or more of […]

Read more

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 […]

Read more

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 […]

Read more

Mentor Monthly Missive – June 2014


Mentor Monthly Missive – June 2014

Read more

1 2 3 4