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

  • September 18, 2018

    Generational Financial Divide

    If a random person off the street handed you $10,000 in cash and would pay the taxes on this windfall, what would you do with it? Researchers asked this question of people who they categorized in the Millennial generation (age 18-34), Generation Xers (age 35-54) and Baby Boomers (over age 55), ...
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  • August 23, 2018

    Currency Crisis in Turkey

    The collapse of the Turkish lira has become a major financial story. You may wonder why the financial media is devoting so much space to this, as Turkey is not exactly China or Japan or Germany. The fear is that Turkey’s problem hints at a greater crisis. Globally speaking, Turkey is ...
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  • August 08, 2018

    How Shifting Workforce Demographics Has Threaten Montgomery County’s Economic Health

    Montgomery County is one of the most affluent and educated communities in the country. Our county boasts abundant human capital, high-quality public education, and a vibrant quality of life that are the envy of communities throughout the nation. Lurking beneath the surface, though, are a variety of economic and demographic factors ...
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  • July 09, 2018

    Options For Funding Your College Savings Goals

    How can you cover your child’s future college costs? Saving early (and often) may be the key for most families. Here are some college savings vehicles to consider. 529 college savings plans. Offered by states and some educational institutions, these plans let you save up to $15,000 per year for your ...
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  • June 08, 2018

    Becoming A Middle Class Millionaire™: How to make it happen in Montgomery County

    In Montgomery County, anyone can become a Middle Class Millionaire™. Really? Really! Yes, Montgomery County is an expensive place to live. But, on the flip side, it’s a highly educated community with affluent people. According to the 2016 US Census Bureau data the median annual income in Montgomery County averaged $100,352. Thanks ...
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  • May 24, 2018

    Retirement Planning Tips for Women

    For our parents, living to 75 amounted to a nice, long life, and Social Security was often supplemented by a pension. The Social Security Administration estimates that today’s average 65-year-old female will live to age 86.6. Given these projections, it appears that a retirement of 20 years or longer might ...
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  • 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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