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

  • 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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  • May 04, 2016

    Under Water in the Caribbean

    Puerto Rico is an extremely popular, sunny vacation destination, especially in the winter. With that in mind, it’s hard to fathom how the U.S. island territory of 3.5 million people racked up $70 billion in public debt causing Puerto Rican bonds to trade at 20-50 cents on the dollar. ...
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  • April 26, 2016

    Reducing the Risk of Outliving Your Money

    What steps might help you sustain and grow your retirement savings? If your retirement lasts 20, 30, or even 40 years, how well do you think your retirement savings will hold up? What financial steps could you take in your retirement to prevent those savings from eroding? As you think ...
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  • April 20, 2016

    The New Age of Cyber Fraud

    In our modern world, email hacking has become quite advanced. Gone are the days when you received an email asking to wire money to a friend stranded in Milan after his wallet was stolen. Today’s hackers are sophisticated, clever and patient. They break into your email and read everything about ...
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  • April 13, 2016

    The Psychology of Saving

    How many households have the right outlook to build wealth?
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  • March 17, 2016

    The Anxious Bull

    We are currently in one of the longest-running, biggest wealth-producing bull markets in history, but you would not know it from the headlines or the pessimistic mood of investors.
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  • February 26, 2016

    ‘Wake Up Call’ in Retirement Planning

    The “File and Suspend” provision of Social Security is going to end come April, and you should take advantage of it while you still have the chance! It’s important to be proactive and have a plan established so that no matter what the government might institute, you have options and ...
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