If you are new to the investing world, you may be wondering what the difference between mutual funds and exchange-traded funds are. While there are similarities between the two, the differences could determine whether one or the other, or a mix of both, makes the most sense for you. It’s ...

Roth IRAs are one of the best gifts that Congress has ever given Americans when it comes to saving money for retirement. Contributions grow tax deferred like with traditional IRAs, but withdrawals are usually tax-free if they’re made after you turn 59½ years old. Also, there are no Required Minimum Distributions ...

In recent years, there’s been a lot of publicity around sexual harassment, and the MeToo movement seems to have brought us to a new age for women and their ability to exercise their legal rights, especially as it pertains to the work environment.  But it is worth noting just how ...

With Plan F and Plan C going away in 2020, Plan G may become the most common option. Soon, the most popular Medigap policy will no longer be available. Seniors will lose the chance to buy Plan F in 2020 as well as the less popular Plan C. These policies cover Medicare’s ...

Hello. This is Clark Kendall with Kendall Capital Management in the Greater Washington, DC area. Today’s investment nugget is target date funds.   Target date funds determine your asset allocation based upon one factor and one factor alone, your age. Can you imagine the Class of 1975, walking across the graduation stage? ...

Hello. This is Clark Kendall with Kendall Capital Management. Today is Friday, October 26. We’ve had volatility in the market over the last two or three weeks. We’ve had the Dow Jones moving three, four and 500 points a day. Percentage wise it’s been as much as two to three ...

Hi. I’m Carol with Kendall Capital, here with a two-minute tip to help you, the middle-class millionaire saves both money and your precious time.   Today, I’m going to talk about charitable giving. We have so many wonderful organizations right here in Montgomery County, Maryland where even the smallest donation can make ...

I went to a client’s funeral, and a child came up to me and said “You know what, you’ve made a huge difference in my mother’s life. You helped her spend money, you helped her gift it to charities. Quite frankly, we have more money because the way you all ...

If investors aren’t selling stocks because of the current government shutdown, they might be nervous about the flattening yield curve—broadly defined as a time when short-term interest rates were higher than yields on longer-term bonds. But what does this mean for the markets? Typically, an inverted yield curve signals a ...

What financial, business, or life priorities do you need to address in 2019? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund to lowering your taxes. Can you contribute more to your retirement plans this ...