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

  • August 17, 2016

    The 529 Plan – Your Legacy, Funding Education, and Your Retirement

    Do you have a 529 College Savings Plan? A 529 plan is a tax exempt, college savings account for a designated beneficiary, which could be a child, grandchild, great-grandchild or even a great-great grandchild. Before you call your financial advisor to have a check distributed for the designated beneficiary’s college ...
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  • August 12, 2016

    Picking a President Is as Difficult as Picking a Soccer Coach

    The current presidential cycle is one of the most unconventional election cycles ever experienced. For me, voting for the next U.S. President is like choosing a soccer coach for my teenage daughter. One option is “Coach Clinton” who will provide everyone equal playing time and will make sure that each ...
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  • August 04, 2016

    The Expense of the Olympic Games

    The opening celebration for the 2016 Olympic Games is one day away and, of course, all we are hearing about is pollution, crime, unfinished facilities, Zika and cheating Russian athletes. Chances are the games will go off without a hitch and be highly-entertaining despite some of the challenges the athletes ...
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  • 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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