January 4th, 2019

Target Date Funds

Hello. This is Clark Kendall with Kendall Capital Management in the Greater Washington, DC area. Today’s investment nugget is target date funds.   Target date funds determine your asset allocation based upon one factor and one factor alone, your age. Can you imagine the Class of 1975, walking across the graduation stage? They received their … Continue reading “Target Date Funds”

January 3rd, 2019

Making a Difference: The Impact of Charitable Gifting

I went to a client’s funeral, and a child came up to me and said “You know what, you’ve made a huge difference in my mother’s life. You helped her spend money, you helped her gift it to charities. Quite frankly, we have more money because the way you all invest the money for our … Continue reading “Making a Difference: The Impact of Charitable Gifting”

September 18th, 2018

Generational Financial Divide

If a random person off the street handed you $10,000 in cash and would pay the taxes on this windfall, what would you do with it? Researchers asked this question of people who they categorized in the Millennial generation (age 18-34), Generation Xers (age 35-54) and Baby Boomers (over age 55), and charted the responses. … Continue reading “Generational Financial Divide”

August 23rd, 2018

Currency Crisis in Turkey

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”

August 8th, 2018

How Shifting Workforce Demographics Have Threatened Montgomery County’s Economic Health

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”