Category: Investment

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 discriminatory our society, and others, … Continue reading “The Evolution of Financial Rights and Equality for Women and the Opportunity it Provides for the Client/Advisor Relationship”

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 recession. The press has certainly … Continue reading “What Does an Inverted Yield Curve Mean?”

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 year? In 2019, the … Continue reading “Your 2019 Financial To-Do List”

When financial markets have a bad day, week, or month, discomforting headlines and data can quickly communicate a message to retirees and retirement savers alike: equity investments are risky things, and Wall Street is a risky place. This is some truth to this, but if you want to accumulate significant retirement savings or try and … Continue reading “Investing Means Enduring Some Risk”

If you’re anything like us here at Kendall Capital, you were probably anxiously awaiting the midterm election results, and the impact the expected outcome of political gridlock would have on the markets. Historically, stocks typically do well when Congress is split, and the White House is under Republican control. In these instances, the S&P 500 … Continue reading “What Does Political Gridlock Mean for the Markets?”

Volatility will always be around on Wall Street, and as you invest for the long term, you must be able to roll with the punches of market turbulence. Rocky moments, fortunately, are not the norm. Since the end of World War II, there have been dozens of Wall Street shocks. Wall Street has seen 56 … Continue reading “Tolerate the Turbulence”

If a random person off the street handed you $10,000 in cash and would pay the taxes on this windfall, what would you do with it? Researchers asked this question of people who they categorized in the Millennial generation (age 18-34), Generation Xers (age 35-54) and Baby Boomers (over age 55), and charted the responses. … Continue reading “Generational Financial Divide”

For our parents, living to 75 amounted to a nice, long life, and Social Security was often supplemented by a pension. The Social Security Administration estimates that today’s average 65-year-old female will live to age 86.6. Given these projections, it appears that a retirement of 20 years or longer might be in your future. Are … Continue reading “Retirement Planning Tips for Women”

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”

Clark describes how Kendall Capital adds value for our clients.