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

  • February 01, 2017

    Protecting Your Aging Parents from Financial Threats

    People reach their peak decision-making abilities sometime in their 50s, and then decline slowly until after age 70 when the decline starts to take off more dramatically. The steady decline of reasoning helps explain why sweepstakes frauds, Nigerian investment schemes and other scams target seniors and retirees. What can you do ...
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  • January 23, 2017

    2017 Retirement Plan Contribution Limits

    Each October, the Internal Revenue Service announces changes to annual contribution limits for IRAs and workplace retirement plans. Are any of these limits rising for 2017? Will IRA contribution limits go up? Unfortunately, no.  Annual contributions for Roth and traditional IRAs remain capped at $5,500 for 2017, with an additional $1,000 ...
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  • January 19, 2017

    Making & Keeping Financial New Year’s Resolutions

    How will your money habits change in 2017? What decisions or behaviors might help your personal finances, your retirement prospects, or your net worth? Each year presents a “clean slate,” so as we start 2017, it is natural to think about what you might do (or do differently) in the 12 ...
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  • January 11, 2017

    Preventing Identity Theft

    Identity theft is becoming more and more of an issue in our daily lives. Many of Kendall Capital’s clients have expressed concern about the recent rise in identity thefts. If you’re concerned, here are some steps you can take to help defend yourself. Don’t trash it; shred it. Shred anything financial, ...
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  • December 20, 2016

    Tell Your Beneficiaries about Your Accounts and Policies

    As Year’s End approaches, now is a great time to review your retirement account(s) and insurance beneficiaries to ensure your heirs receive a fair share of your wealth and that your invested assets go where you want them to when you die. If you have a proper will or estate plan ...
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  • December 16, 2016

    Higher Rates: The Tempest in the Teapot

    After months of speculation, the Federal Reserve Board (the Fed) decided to raise its benchmark interest rate this week. The U.S. economy is humming along, the stock market is booming and the unemployment rate has fallen faster than anybody expected. The incoming Trump administration has promised lower taxes and a ...
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  • December 14, 2016

    Tax & Estate Planning Update for Married Same-Sex Couples

    The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate planning for married gay and lesbian couples. If you are filing a joint tax return for 2016 or thinking about updating your estate plan, we have some important things to remember. You can file jointly for 2016 if you ...
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  • December 05, 2016

    Should You Care What the Market Does Each Day?

    Investors are people, and our high tech society often causes people to become impatient. No one likes to wait in line or wait longer than they have to for something, especially when so much is just a click or two away. This impatience also manifests itself in the equities markets. When ...
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  • November 18, 2016

    Kendall Capital’s Year-End Financial Checklist

    Year’s end always makes us think about last-minute things we must address and New Year’s resolutions. At Kendall Capital, we have developed seven areas of your financial life to think about as we head in to 2017. Your investments. Review your approach to investing and make sure it suits your objectives. ...
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  • November 14, 2016

    Mutual Funds and Capital Gains: Could You Be Making a Costly Mistake?

    If you’re thinking about buying mutual funds before the end of the year, consider this. We’re currently several years into a bull market. Prior to the election, the market had had a broad rally since 2009. Then, Trump defied the odds. In the week following his surprising win, the markets responded ...
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