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

  • November 09, 2016

    President Trump’s Unlikely Victory

    Americans throughout the country are feeling a variety of emotions with the election of President Donald Trump, and financial experts are advising us to prepare for volatility in the investment markets due to the uncertainties ahead. It is helpful to remember that these market gyrations are almost always bad times ...
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  • November 07, 2016

    The Fiduciary Standard

    The Department of Labor is introducing a new rule regarding retirement plan accounts, which will be phased in during 2017 and fully implemented by 2018. Under the new rule, financial professionals who consult retirement savers will be held to a fiduciary standard. In other words, they will have an ethical ...
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  • October 31, 2016

    How Will the Market Respond to the Presidential Election?

    What will happen on Wall Street after November 8? Trying to predict which way the market will go is difficult, even when it comes to a single trading session. Investors may take some cues from the result of the presidential election and push stocks in one direction or another. Could there ...
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  • October 24, 2016

    A Small Change to Social Security in 2017 with a Possible Medicare Premium Hike

    The average Social Security recipient will receive a whopping $5 per month raise next year. In 2017, Social Security’s mean monthly benefit is projected to rise, from the current $1,355, by this scant amount because of low yearly inflation measured by the federal government. Social Security cost-of-living adjustments (COLAs) are tied ...
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  • October 21, 2016

    Now is the Time to Buy an English Pub

    The British pound has had a rough couple of weeks on world markets, losing more than 4% of its value against the dollar in one week and continuing the slide before reaching a 31-year low against the dollar. Part of the problem was a mysterious “flash crash” that sent the ...
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  • October 13, 2016

    Montgomery County Council is Considering Increasing the Hourly Minimum Wage to $15.00

    Montgomery County’s rapid growth has declined relative to our neighboring counties, and residents of the county have noticed an impact on our community. Our business community is also affected as it employs people, pays taxes and funds our schools. Indeed, to have a strong community in which to live and ...
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  • September 13, 2016

    Reason to Panic?

    On Friday, the S&P 500 index fell 2.4%, while the Dow Jones Industrial Average fell 2.1%.  This was the first 1% sell-off since June, and media outlets have been describing it as a full-blown market panic. We believe there are two reasons as to why quick-twitch traders scattered for the hills ...
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  • September 08, 2016

    Advice for Updating Your Estate Plan

    An estate plan has three objectives: preservation of wealth; designating an executor, the person or entity who will make medical and financial decisions on your behalf if you are unable; and designating who will receive your assets after death. Over time, your feelings about these objectives may change. You may ...
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  • August 23, 2016

    The Trump & Clinton Tax Plans and How They Differ

    Seemingly, every presidential candidate offers a tax reform plan. As November 8th nears, Donald Trump and Hillary Clinton have both unveiled their tax reform plans. At Kendall Capital we have taken a close look at their tax reform goals and the key reforms to federal tax law that might result ...
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  • 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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