Study suggest that these relationships can make a difference.   What is a relationship with a financial professional at Kendall Capital worth to an investor? We get this question a lot when we start a relationship with our middle-class millionaire clients here at Kendall Capital. A 2019 study by Vanguard, one of ...

The process of making healthy changes is all about encouraging good habits in ourselves. Taking the stairs instead of the elevator, eating at home instead of eating out… every little good habit you can pick up along the way helps. Well, the same goes for making healthy financial changes. Good ...

What role should taxes play in your investment decisions?    As a Middle-Class Millionaire it is important to be well informed of tax laws and how they can affect your investments. Along with a tax professional, we help our clients with the intricacies of taxes and how they play a role ...

What to know and dates to remember As we enter tax season, we encourage you to reach out to your advisor here at Kendall Capital for any forms or may need or questions you have as you prepare your taxes. Recently, the Internal Revenue Service (I.R.S.) announced that tax season will ...

Think about these factors before you leave work for the last time. Retirement planning is not entirely financial. Although we help our Middle-Class Millionaire clients with their financial plans and wealth management to ensure a happy and fulfilling retirement, the degree of happiness in your “second act” may depend on some ...

Many high-net-worth and affluent individuals and families have begun following the lead of institutional investors – allocating part of their portfolios to alternative investments such as private equity (PE), venture capital (VC) or hedge funds. To satisfy this demand, most major PE firms and many diversified asset managers have been ...

Here is what you need to know. Financially, many Middle-Class Millionaires associate April with taxes – but we should also associate April with important IRA deadlines.   April 15, 2021 is the deadline to take your Required Minimum Distribution (RMD) from certain individual retirement accounts. Your advisor at Kendall Capital can help you ...

Things you can do for your future as the year comes to and end. What financial, business, or life priorities do you need to address for the coming year? Now is an excellent time for Middle-Class Millionaires think about the investing, saving, or budgeting methods you could employ toward specific objectives, ...

Some life and financial factors that Middle-Class Millionaires sometimes overlook. We all have our “blue sky” visions of the way retirement should be, yet our futures may unfold in ways we do not predict. So, as our clients at Kendall Capital think about their “second act,” we encourage them to consider ...

Numbers for Middle-Class Millionaires to know for the new year. On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although this year’s adjustments will not bring any major changes, there are some minor elements to note. Clark Kendall recently told WTOP news that contributions limits ...