Insights Category: Investment Strategies
Estate Planning / Financial Planning / Investment Strategies / Retirement / Taxes
When a Windfall Comes Your Way
March 16, 2020
What do you do with big money? Sudden wealth can help you address retirement saving or college funding anxieties, and...
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College & Student Loans / Financial Planning / Investment Strategies
Ways to Ease the Cost of College
June 23, 2021
Those of you with kids may want to take a deep breath and sit down before reading the next paragraph....
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Investment Strategies / Market Updates
The New Tech Mania: AI
September 20, 2023
With the slow leak in the markets lately, you might not realize that we are currently experiencing an outrageous investment...
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Financial Planning / Investment Strategies / Retirement / Taxes
A Taxing Story: Capital Gains and Losses
February 24, 2023
Capital gains result when an individual sells an investment for an amount greater than their purchase price. Capital gains are...
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Estate Planning / Financial Planning / Investment Strategies / Retirement / Social Security / Taxes
Social Security: Take or Delay?
November 4, 2021
Most American workers who have at least 10 years of work history will be able to start taking Social Security...
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Estate Planning / Financial Planning / Investment Strategies / Retirement
Retirement Questions That Have Nothing to Do With Money
February 16, 2021
Think about these factors before you leave work for the last time. Retirement planning is not entirely financial. Although we...
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Charitable Giving / Financial Planning / Investment Strategies / Taxes
QCDs to the Rescue
November 4, 2021
When the 2017 Tax Cuts and Jobs Act raised the standard deduction for taxpayers to $24,000 for couples ($12,000 for...
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Financial Planning / Investment Strategies / Market Updates
New Market Highs. Now What?
February 22, 2024
We’re all reading headlines telling us that the stock market has reached all-time highs, something that never happened in 2023. ...
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Estate Planning / Financial Planning / Investment Strategies / Market Updates / Retirement
Navigating Retirement Pitfalls
August 16, 2023
Avoid Common Retirement Planning Mistakes Much is written about the classic financial mistakes that plague start-ups, family businesses, corporations, and...
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Financial Planning / Investment Strategies
Kendall Capital’s New Micro-cap Strategy
January 22, 2021
Many high-net-worth and affluent individuals and families have begun following the lead of institutional investors – allocating part of their...
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