Financial Services Blog

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

  • March 03, 2021

    Tax Efficiency in Retirement

    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 ...
    View more
  • February 17, 2021

    Tax Filing Season Is a Little Later This Year

    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 ...
    View more
  • February 16, 2021

    Retirement Questions That Have Nothing to Do With Money

    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 ...
    View more
  • January 22, 2021

    Kendall Capital’s New Micro-cap Strategy

    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 ...
    View more
  • January 20, 2021

    2020 IRA Deadlines Are Approaching

    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 ...
    View more
  • December 17, 2020

    Annual Financial To-Do List

    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, ...
    View more
  • December 09, 2020

    Retirement Blindspots

    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 ...
    View more
  • October 30, 2020

    2021 Limits for IRAs, 401(k)s and More

    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 ...
    View more
  • October 16, 2020

    Where is Your Priority: Tax Preparation or Tax Planning?

    Tax planning is very different than tax return preparation. The goal of tax preparation is to minimize your tax owed this year. The goal of tax planning is to maximize your after-tax net worth by minimizing your taxes owed over your lifetime. Both are important, but it matters where your priorities ...
    View more
  • October 02, 2020

    End-of-the-Year Money Moves for Middle-Class Millionaires

    Here are some things you might consider before saying goodbye to 2020.  What has changed for you in 2020? For many, this year has been complicated to say the least. Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable ...
    View more