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

  • April 28, 2017

    A New Tax Break for Montgomery County Seniors and Military Retirees

    Are you a Montgomery County resident age 65 or older or a military retiree age 65 or older? If so, you may be eligible for a 20% tax credit on your Montgomery County property taxes if you meet certain criteria. On March 7, 2017, the Montgomery County Council passed the Property ...
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  • April 10, 2017

    Implied Forward Interest Rate

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  • April 06, 2017

    Is It Time to Retire Your Thrift Savings Plan?

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  • March 24, 2017

    The Concentrated Stock Market

    Clark shares his thoughts on investing in the current concentrated stock market.
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  • March 21, 2017

    Tips for Rollovers and Withdrawals from Employer Retirement Plans and IRAs

    Have you recently changed jobs or retired?  Not sure what to do with your retirement savings plan?  If so, we suggest completing either a direct transfer to your new job’s retirement plan or requesting an IRA rollover – a common and useful financial move – so you don’t leave your ...
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  • March 16, 2017

    The Fed Rate Hike

    The U.S. Federal Reserve Board’s Open Market Committee just raised the Fed Funds rate from 0.75% to 1.00%—the second rate hike in three months. These recent increases to the federal interest rate may be causing you to ask what you should do with your investment portfolio in light of this ...
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  • February 23, 2017

    Greece Returns to the Headlines

    The nation of Greece, once the subject of almost daily speculation about the viability of its government bonds, has pulled its economy out of a disaster into a muddle.  No doubt, it grew tiresome hearing about Grexit scenarios, and the numerous times when the European Central Bank and the European ...
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  • February 17, 2017

    The Effects of a Strong Dollar

    The Effects of a Strong Dollar
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  • February 15, 2017

    Active & Passive Investment Management

    Investment management can be active or passive. Sometimes, that simple, fundamental choice can make a difference in portfolio performance. Both approaches have merit, and all investors should understand their principles. How does passive asset management work? A passive asset management strategy employs investment vehicles mirroring market benchmarks. In their composition, these ...
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  • February 09, 2017

    Kendall Capital’s 2017 Financial To-Do List

    Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives. What financial, business, or life priorities do you need to address for 2017? We provide our list of a few “To-Dos” for the year that might prove useful: Can you contribute ...
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