The Effects of a Strong Dollar

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 ...

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 ...

People reach their peak decision-making abilities sometime in their 50s, and then decline slowly until after age 70 when the decline starts to take off more dramatically. The steady decline of reasoning helps explain why sweepstakes frauds, Nigerian investment schemes and other scams target seniors and retirees. What can you do ...

Each October, the Internal Revenue Service announces changes to annual contribution limits for IRAs and workplace retirement plans. Are any of these limits rising for 2017? Will IRA contribution limits go up? Unfortunately, no.  Annual contributions for Roth and traditional IRAs remain capped at $5,500 for 2017, with an additional $1,000 ...

How will your money habits change in 2017? What decisions or behaviors might help your personal finances, your retirement prospects, or your net worth? Each year presents a “clean slate,” so as we start 2017, it is natural to think about what you might do (or do differently) in the 12 ...

Identity theft is becoming more and more of an issue in our daily lives. Many of Kendall Capital’s clients have expressed concern about the recent rise in identity thefts. If you’re concerned, here are some steps you can take to help defend yourself. Don’t trash it; shred it. Shred anything financial, ...

As Year’s End approaches, now is a great time to review your retirement account(s) and insurance beneficiaries to ensure your heirs receive a fair share of your wealth and that your invested assets go where you want them to when you die. If you have a proper will or estate plan ...

After months of speculation, the Federal Reserve Board (the Fed) decided to raise its benchmark interest rate this week. The U.S. economy is humming along, the stock market is booming and the unemployment rate has fallen faster than anybody expected. The incoming Trump administration has promised lower taxes and a ...

The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate planning for married gay and lesbian couples. If you are filing a joint tax return for 2016 or thinking about updating your estate plan, we have some important things to remember. You can file jointly for 2016 if you ...