Insights into various financial topics are provided on our blog. Please bookmark this page for your reference.

  • July 19, 2016

    The Importance of Working with a CFP® and the Meaning of Those Initials

    At Kendall Capital, you have the opportunity of working with two Certified Financial Planners™ (CFPs®), Clark Kendall and Carol Petrov. But what exactly makes the CFP® designation so important to your wealth management and investment goals? When you work with a CFP®, you’re working with someone with extensive training that ...
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  • July 13, 2016

    The Rise of the Fee-Based Financial Professional

    A wave of change is transforming the financial services profession. Increasingly, financial professionals are choosing to be compensated, partly or wholly, through fees rather than through commissions. This is a real change from the old status quo. In the past, compensation usually resulted from product sales. A client opened up an ...
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  • June 24, 2016

    Welcome to Brexit

    It’s official. Britain has voted in favor of ending its 43-year membership with the European Union (EU), and it seems to have taken just about everybody by surprise. However, the aftermath reaction to how Europe and Britain will manage a complex divorce over the coming decade sent global markets reeling. London’s ...
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  • June 23, 2016

    Britain’s Moment of Truth

    Following months of campaigning, British voters will decide whether their country will remain a member of the European Union (EU), albeit with its own currency and immunity from certain rules, or leave the EU altogether on Thursday, June 23.  The vote will be momentous for Europe, a test of whether ...
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  • June 15, 2016

    What You Need to Know About Moving Into a Nursing Home Facility

    You may reach a point in your life when you or someone you love moves to an assisted-living facility or nursing home. At Kendall Capital, we help our clients prepare for this life change for themselves or their loved ones by explaining and guiding our clients through the potential financial ...
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  • June 09, 2016

    Retirement Planning Blindspots

    We all have a vision of the way retirement should be, yet it helps to plan for retirement with some pragmatism. Fate may alter the course of our retirement in unanticipated ways. As we plan for the next act of life, we may want to think about some life and ...
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  • June 01, 2016

    What Are You Getting for the Fees You Are Paying?

    How much do you pay for wealth management? About $1,000 a month or more? If your account is $1 million or larger, that may be the case. It has become the industry standard for wealth management firms to provide their services for an annual fee approximating 1% of the assets ...
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  • May 24, 2016

    What Can I Expect On My First Visit to Kendall Capital?

    Everyone should have an expert investment advisor on their “team” – in the same way we have health care providers, accountants, and lawyers providing us with guidance on our health, taxes, or estate needs. However, for most people, that initial meeting with an investment advisor feels intimidating. What if I ...
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  • May 16, 2016

    Big Vote In Europe

    Great Britain’s citizens are tasked with a major decision next month. On June 23, the British electorate will vote on whether or not they will leave the European Union, the 28-nation economic alliance. The media has dubbed this vote “Brexit.”
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  • May 11, 2016

    Helping the Middle Class MillionaireTM

    Recently Kendall Capital held an exclusive workshop for our clients and their parents, to help them address the unpopular topic of Preparing for your Final Days.
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