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

  • September 16, 2019

    Types of Stock Market Analysis

    The majority of stock market analysis can be lumped into three broad groups: fundamental, technical, and sentimental. Here’s a closer look at each. Fundamental Analysis. The goal of fundamental analysis is to determine whether a company’s future value is accurately reflected in its current stock price. Fundamental analysis attempts to estimate the ...
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  • September 03, 2019

    Why Having a Financial Professional Matters

    A good professional provides important guidance and insight through the years. What kind of role can a fee-only fiduciary advisor at Kendall Capital 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 ...
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  • August 22, 2019

    College Admission Cheating Scandals

    Don’t Let Them Deter You from Reaching Your Education Goals When the news broke back in March about the scandal in which some famous, wealthy and powerful families were gaming the college admissions process to get their kids into prestigious universities, I was both angry and sad. Like many people, I was ...
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  • August 22, 2019

    Your Diversified Portfolio vs. the S&P 500

    How global returns and proper diversification are affecting overall returns.   “Why is my portfolio underperforming the market?” This question may be on your mind. It is a question that Kendall Capital clients sometimes ask after stocks break records or return exceptionally well in a quarter. The short answer is that even ...
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  • August 12, 2019

    A Retirement Fact Sheet

    Does your vision of retirement align with the facts? Here are some important financial and lifestyle facts about life after 50 that might surprise you. Up to 85% of a retiree’s Social Security income can be taxed. Some retirees are taken aback when they discover this. In addition to the Internal ...
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  • August 06, 2019

    Tariffs and the Recent Market Movements

    Anybody who reads the news knows by now that the markets took a plunge yesterday. The S&P 500 fell 2.98% and is down 5.83% over the past five days. This is a pretty modest drop for a market that was up 17% so far this year, and some analysts were ...
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  • July 24, 2019

    Eight Mistakes That Can Upend Your Retirement

    Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. At Kendall Capital, we work with you to navigate through these based on your individual circumstances. No Strategy. Yes, the biggest mistake is having no ...
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  • July 23, 2019

    Diversification, Patience, and Consistency

    These are three significant factors when it comes to your financial life. Regardless of how the markets may perform, consider making the following part of your investment philosophy: Diversification. The saying “don’t put all your eggs in one basket” has real value when it comes to investing. In a bear or bull ...
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  • July 16, 2019

    What the SECURE Act Could Mean for Retirement Plans

    If passed, it would change some long-established retirement account rules.  If you follow the news, you may have heard of the Setting Every Community Up for Retirement Enhancement (SECURE) Act. Although the SECURE Act has yet to clear the Senate, it saw broad, bipartisan support in the House of Representatives. This legislation ...
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  • July 03, 2019

    Getting a Head Start on College Savings

    The hows and whys of college savings. The American family with a child born today can expect to spend about $233,610 to raise that child to the age of 18. On top of that, you can expect your little one’s college education to cost as much as $198,000. But before you throw ...
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