Category: Current Events

Clark shares his thoughts on the recent market pullback, what’s causing the volatility, and how the investment community should respond.    

Volatility will always be around on Wall Street, and as you invest for the long term, you must be able to roll with the punches of market turbulence. Rocky moments, fortunately, are not the norm. Since the end of World War II, there have been dozens of Wall Street shocks. Wall Street has seen 56 … Continue reading “Tolerate the Turbulence”

The collapse of the Turkish lira has become a major financial story. You may wonder why the financial media is devoting so much space to this, as Turkey is not exactly China or Japan or Germany. The fear is that Turkey’s problem hints at a greater crisis. Globally speaking, Turkey is not all that minor. … Continue reading “Currency Crisis in Turkey”

Montgomery County is one of the most affluent and educated communities in the country. Our county boasts abundant human capital, high-quality public education, and a vibrant quality of life that are the envy of communities throughout the nation. Lurking beneath the surface, though, are a variety of economic and demographic factors threatening our long-term fiscal … Continue reading “How Shifting Workforce Demographics Have Threatened Montgomery County’s Economic Health”

In Montgomery County, anyone can become a Middle Class Millionaire™. Really? Really! Yes, Montgomery County is an expensive place to live. But, on the flip side, it’s a highly educated community with affluent people. According to the 2016 US Census Bureau data the median annual income in Montgomery County averaged $100,352. Thanks to Montgomery County’s … Continue reading “Becoming A Middle Class Millionaire™: How to make it happen in Montgomery County”

It’s been awhile since the U.S. economy has been as strong as it is right now. GDP growth is up, unemployment is down and the stock market is booming. In the midst of all this economic good news, though, Montgomery County is facing a serious revenue shortfall. The county is projecting a $120 million shortfall … Continue reading “Montgomery County’s Revenue Decline: What It Means for Everyone”

Kendall Capital is proud to welcome experienced Senior Portfolio Manager, Brian Mattox, CAIA, to its team of dedicated professionals. In his role as Senior Portfolio Manager, Brian will focus on portfolio construction, rebalancing, security selection, manager due diligence and implementation of both the equity and mutual fund investment strategies. A native of the DC area, … Continue reading “Brian G. Mattox, CAIA, Joins Kendall Capital as Senior Portfolio Manager & Jason Tkach, CFA Promoted to Portfolio Manager”

What kind of role can a financial professional play for an investor? The answer: a very important one. While the value of such a relationship is hard to quantify, the intangible benefits may be significant and long lasting. A good financial professional can help an investor interpret today’s financial climate, determine objectives, and assess progress … Continue reading “The Importance of Working with a Financial Professional”

Clark shares his views on the recent Market Pullback.

Seniors in the Washington D.C. area and the rest of the country received good news this fall. Next year, monthly Social Security income payments to retirees will increase by 2.0%. That will mean an extra $326 – roughly $27.40 a month – for the average Social Security recipient in 2018. This is the largest cost-of-living … Continue reading “Examining the 2018 Social Security COLA and Increased Medicare Premiums”