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 ...

Everyone should have an expert investment advisor on their “team” – in the same way we have health care providers, accountants, and lawyers providing us with guidance on our health, taxes, or estate needs. However, for most people, that initial meeting with an investment advisor feels intimidating. What if I ...

Great Britain’s citizens are tasked with a major decision next month. On June 23, the British electorate will vote on whether or not they will leave the European Union, the 28-nation economic alliance. The media has dubbed this vote “Brexit.”

Recently Kendall Capital held an exclusive workshop for our clients and their parents, to help them address the unpopular topic of Preparing for your Final Days.

Puerto Rico is an extremely popular, sunny vacation destination, especially in the winter. With that in mind, it’s hard to fathom how the U.S. island territory of 3.5 million people racked up $70 billion in public debt causing Puerto Rican bonds to trade at 20-50 cents on the dollar. ...

What steps might help you sustain and grow your retirement savings? If your retirement lasts 20, 30, or even 40 years, how well do you think your retirement savings will hold up? What financial steps could you take in your retirement to prevent those savings from eroding? As you think ...

In our modern world, email hacking has become quite advanced. Gone are the days when you received an email asking to wire money to a friend stranded in Milan after his wallet was stolen. Today’s hackers are sophisticated, clever and patient. They break into your email and read everything about ...

How many households have the right outlook to build wealth?

We are currently in one of the longest-running, biggest wealth-producing bull markets in history, but you would not know it from the headlines or the pessimistic mood of investors.

The “File and Suspend” provision of Social Security is going to end come April, and you should take advantage of it while you still have the chance! It’s important to be proactive and have a plan established so that no matter what the government might institute, you have options and ...