Category: Current Events

The U.S. Federal Reserve Board’s Open Market Committee just raised the Fed Funds rate from 0.75% to 1.00%—the second rate hike in three months. These recent increases to the federal interest rate may be causing you to ask what you should do with your investment portfolio in light of this change. The answer: nothing. First … Continue reading “The Fed Rate Hike”

The nation of Greece, once the subject of almost daily speculation about the viability of its government bonds, has pulled its economy out of a disaster into a muddle.  No doubt, it grew tiresome hearing about Grexit scenarios, and the numerous times when the European Central Bank and the European Stability Mechanism (ESM) came to … Continue reading “Greece Returns to the Headlines”

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 more to your retirement … Continue reading “Kendall Capital’s 2017 Financial To-Do List”

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 to protect yourself or … Continue reading “Protecting Your Aging Parents from Financial Threats”

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 months ahead. Financially speaking, … Continue reading “Making & Keeping Financial New Year’s Resolutions”

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 $550 billion infrastructure investment which … Continue reading “Higher Rates: The Tempest in the Teapot”

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 married at any time … Continue reading “Tax & Estate Planning Update for Married Same-Sex Couples”

Americans throughout the country are feeling a variety of emotions with the election of President Donald Trump, and financial experts are advising us to prepare for volatility in the investment markets due to the uncertainties ahead. It is helpful to remember that these market gyrations are almost always bad times to trade, and particularly to … Continue reading “President Trump’s Unlikely Victory”

What will happen on Wall Street after November 8? Trying to predict which way the market will go is difficult, even when it comes to a single trading session. Investors may take some cues from the result of the presidential election and push stocks in one direction or another. Could there be a market shock? … Continue reading “How Will the Market Respond to the Presidential Election?”