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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...