August 23rd, 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 not all that minor. … Continue reading “Currency Crisis in Turkey”

August 8th, 2018

How Shifting Workforce Demographics Have Threatened 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 threatening our long-term fiscal … Continue reading “How Shifting Workforce Demographics Have Threatened Montgomery County’s Economic Health”

June 8th, 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 to Montgomery County’s … Continue reading “Becoming A Middle Class Millionaire™: How to make it happen in Montgomery County”

April 10th, 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 a $120 million shortfall … Continue reading “Montgomery County’s Revenue Decline: What It Means for Everyone”

March 13th, 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 native of the DC area, … Continue reading “Brian G. Mattox, CAIA, Joins Kendall Capital as Senior Portfolio Manager & Jason Tkach, CFA Promoted to Portfolio Manager”

March 8th, 2018

The Importance of Working with a Financial Professional

What kind of role can a financial professional play for an investor? The answer: a very important one. While the value of such a relationship is hard to quantify, the intangible benefits may be significant and long lasting. A good financial professional can help an investor interpret today’s financial climate, determine objectives, and assess progress … Continue reading “The Importance of Working with a Financial Professional”

February 6th, 2018

What are the reasons for the recent market downturn?

Clark shares his views on the recent Market Pullback.

December 28th, 2017

Examining the 2018 Social Security COLA and Increased Medicare Premiums

Seniors in the Washington D.C. area and the rest of the country received good news this fall. Next year, monthly Social Security income payments to retirees will increase by 2.0%. That will mean an extra $326 – roughly $27.40 a month – for the average Social Security recipient in 2018. This is the largest cost-of-living … Continue reading “Examining the 2018 Social Security COLA and Increased Medicare Premiums”

December 13th, 2017

End-of-the-Year Money Moves

What has changed for you in 2017? Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable changes occurred in your personal or professional life, then you will want to review your finances before this year ends and 2018 begins. Even if your 2017 … Continue reading “End-of-the-Year Money Moves”

November 9th, 2017

A Breakdown of the New Tax Legislation

Chances are, you’ve heard that tax “reform” is right around the corner. First, the White House released its tax legislation wish list. Now the House Republicans have released a proposal called the “Tax Cuts and Jobs Act,” which fleshes out some of the details. The House bill would reduce the number of tax brackets from … Continue reading “A Breakdown of the New Tax Legislation”