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

  • May 10, 2018

    The Many Benefits of a Roth IRA

    The Roth IRA changed the retirement savings landscape when it was established in the Taxpayer Relief Act of 1997 becoming a fixture in many retirement income strategies. This analysis offers a closer look at the trade-off you make when you contribute to a Roth IRA versus other types of investment ...
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  • April 10, 2018

    Montgomery County’s Revenue Decline: What It Means for Everyone

    It’s been awhile since the U.S. economy has been as strong as it is right now. GDP growth is up, unemployment is down and the stock market is booming. In the midst of all this economic good news, though, Montgomery County is facing a serious revenue shortfall. The county is projecting ...
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  • March 21, 2018

    Tax Efficient Retirement Planning

    Will you pay higher taxes in retirement? Do you have a lot of money in a 401(k) or a traditional IRA? If so, you may receive significant retirement income. Those income distributions, however, will be taxed at ordinary income tax rates.  If you have saved and invested well, you may ...
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  • March 13, 2018

    Brian G. Mattox, CAIA, Joins Kendall Capital as Senior Portfolio Manager & Jason Tkach, CFA Promoted to Portfolio Manager

    Kendall Capital is proud to welcome experienced Senior Portfolio Manager, Brian Mattox, CAIA, to its team of dedicated professionals. In his role as Senior Portfolio Manager, Brian will focus on portfolio construction, rebalancing, security selection, manager due diligence and implementation of both the equity and mutual fund investment strategies. A ...
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  • March 13, 2018

    Attention Retiring Federal Employees – It’s Time to Retire Your Thrift Savings Plan

    Being a fiduciary wealth manager means two things in practice. First, I’m obligated to serve my clients’ best financial interests. Second, I give big-picture advice. This could be a recommended action (where to invest, for example), or a simple word of caution: Don’t. I recently offered that word of caution to ...
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  • 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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