Addressing Negative Issues can be a Positive Thing

Thinking about negative things is, well, negative. That’s why a lot of people procrastinate about managing risk: It deals with issues of poor health, infirmities and death. In addition, facing the prospect of working with an insurance agent often sends people running. It’s admitted that it’s difficult for people who sell insurance to be […]

July Market Commentary from Charles Schwab & Co.

A Rough Week for Stocks Despite Little News Stocks sold off last week, despite a lack of major news—outside renewed concerns over European banks—and even positive signs of some stabilization of the situation in Iraq. Global stocks -1.50%. DJIA -0.19% S&P 500 -0.90% Nasdaq Composite -1.57% 10-year Treasury yield -0.12 In a pattern eerily reminiscent […]

Obamatax Costs Some Taxpayers Thousands

During the most recent tax season, we saw the first effects of the American Taxpayer Relief Act of 2012, and for high-income clients they weren’t pretty. The act, which was passed by Congress and was designed to address the “fiscal cliff” (remember that?), had its first full effect on taxpayers last year. Although the act […]

When Nursing Home Insurance Makes Sense

One type of insurance coverage that has generated a lot of interest lately helps cover the costs of long-term nursing care. It provides a benefit for people who have difficulty caring for themselves as they age. From a wealth-management point of view, there are specific circumstances where long-term-care (LTC) insurance is most appropriate: You can […]

Mentor Monthly Missive – July 2014

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

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 […]

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