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

  • March 12, 2018

    Target Date Funds

    Advice for the Middle Class Millionaire Clark shares his thoughts on target date funds. 
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  • March 08, 2018

    The Importance of Working with a Financial Professional

    What kind of role can a financial professional play for an investor? The answer: a very important one. While the value of such a relationship is hard to quantify, the intangible benefits may be significant and long lasting. A good financial professional can help an investor interpret today’s financial climate, determine ...
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  • February 22, 2018

    Investment Management Advisors Added Value

    Clark describes how Kendall Capital adds value for our clients. 
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  • February 13, 2018

    Middle Class MillionairesTM

    A recent Wall Street Journal article found that one in eleven households in the greater Washington, D.C. area have more than $1 million in investable assets. Clark describes how Kendall Capital helps to serve those individuals investment and wealth management needs.
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  • February 06, 2018

    What are the reasons for the recent market downturn?

    Clark shares his views on the recent Market Pullback.
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  • January 22, 2018

    Retirement Planning Mistakes

    Much has been written about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these blunders, there are also some classic financial missteps that plague retirees. Calling them “mistakes” may be a bit harsh, as not all of them represent errors in judgment. Yet whether they ...
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  • December 28, 2017

    Examining the 2018 Social Security COLA and Increased Medicare Premiums

    Seniors in the Washington D.C. area and the rest of the country received good news this fall. Next year, monthly Social Security income payments to retirees will increase by 2.0%. That will mean an extra $326 – roughly $27.40 a month – for the average Social Security recipient in 2018. This ...
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  • December 19, 2017

    The Tax Cuts and Jobs Act of 2017: How Will the Bill Effect You?

    The Tax Cuts and Jobs Act of 2017 hasn’t been formally ratified by the U.S. House and Senate, but with votes scheduled for the House this afternoon and the Senate late tonight, the bill will likely be sent to the President’s desk by tomorrow morning. As you probably know, the ...
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  • December 13, 2017

    End-of-the-Year Money Moves

    What has changed for you in 2017? Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable changes occurred in your personal or professional life, then you will want to review your finances before this year ends and 2018 ...
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  • November 27, 2017

    IT’S BETTER TO GIVE: TIPS FOR MAKING THE MOST OF CHARITABLE GIFTING

    The holiday season is a few short weeks away and now is the time for Middle Class Millionaires to begin thinking about their charitable giving for the year. Armed with a few simple strategies, you can give more regardless of the status of the financial markets. Of course, the main ...
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