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

  • December 10, 2018

    Year-End Tax Opportunities

    Each year, U.S. taxpayers face several year-end deadlines which, if ignored, can be costly and in some cases punitive. In the latter category, consider people over age 70 1/2 who fail to take the full required minimum distribution from their IRA or 401(k). If they get the calculation wrong, or ...
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  • December 05, 2018

    Investing Means Enduring Some Risk

    When financial markets have a bad day, week, or month, discomforting headlines and data can quickly communicate a message to retirees and retirement savers alike: equity investments are risky things, and Wall Street is a risky place. This is some truth to this, but if you want to accumulate significant retirement ...
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  • December 03, 2018

    Save Time and Money When it Comes to Donations and Tax Time

    Carol Petrov discusses the impacts of the new charitable gifting laws, and how to save time and money when it comes to donations and tax time.
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  • November 19, 2018

    The Giving Season is Approaching: Understand the Impacts to Charitable Gifting Under the New Tax Laws

    The holiday season is fast approaching and as the new tax law is nearing its one year anniversary, it is important for Montgomery County residents to understand how charitable gifting is affected by the new law. An estimated 30% of charitable donations happen during the last month of the year, ...
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  • November 14, 2018

    IRS Raises Retirement Plan Contribution Limits for IRAs, 401(k)s and More

    The IRS has announced inflation-adjusted figures for retirement account savings for 2019, and there are a lot of changes that will help savers grow these accounts. Most notable, is that for the for the first time since 2013, the contribution limit for individual retirement accounts (IRA’s) has increased, from the ...
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  • November 07, 2018

    What Does Political Gridlock Mean for the Markets?

    If you’re anything like us here at Kendall Capital, you were probably anxiously awaiting the midterm election results, and the impact the expected outcome of political gridlock would have on the markets. Historically, stocks typically do well when Congress is split, and the White House is under Republican control. In ...
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  • November 06, 2018

    Open Enrollment: Pay Attention and Take Action

    What is open enrollment and how does it effect you? We are now in open enrollment on the government (39 states) or state health insurance exchanges (11 states and the District of Columbia)—so this is the time of year when consumers can buy health insurance coverage under the Affordable Care Act ...
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  • October 29, 2018

    Market Pullback

    Clark shares his thoughts on the recent market pullback, what’s causing the volatility, and how the investment community should respond.    
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  • October 23, 2018

    Tolerate the Turbulence

    Volatility will always be around on Wall Street, and as you invest for the long term, you must be able to roll with the punches of market turbulence. Rocky moments, fortunately, are not the norm. Since the end of World War II, there have been dozens of Wall Street shocks. Wall ...
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  • September 18, 2018

    Generational Financial Divide

    If a random person off the street handed you $10,000 in cash and would pay the taxes on this windfall, what would you do with it? Researchers asked this question of people who they categorized in the Millennial generation (age 18-34), Generation Xers (age 35-54) and Baby Boomers (over age 55), ...
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