Insights Category: Market Updates
Estate Planning / Financial Planning / Market Updates / Retirement
Why Roth IRA Conversions May Now Be Advantageous
September 14, 2020
Thanks to a couple of factors, some Middle-Class Millionaires are thinking about this move before 2020 ends. Kendall Capital can...
Learn More
Estate Planning / Financial Planning / Investment Strategies / Market Updates / Retirement / Taxes
The Pros and Cons of In-Service Retirement Plan Rollovers
May 18, 2020
Should you withdraw and reinvest your retirement plan money while you are still employed? Did you know you might be...
Learn More
Financial Planning / Investment Strategies / Market Updates
The Nifty Fifty and Overweight Tech Stocks
May 13, 2020
The interesting thing about index funds, which is not discussed enough, is that when a stock or a sector posts...
Learn More
Charitable Giving / Estate Planning / Financial Planning / Market Updates / Retirement / Taxes
End-of-the-Year Money Moves for Middle-Class Millionaires
October 2, 2020
Here are some things you might consider before saying goodbye to 2020. What has changed for you in 2020? For...
Learn More
Estate Planning / Financial Planning / Market Updates / Retirement / Taxes
Big Changes to Account Rules Make 2020 a Unique Year for Retirement
July 17, 2020
These changes can be attributed to two major pieces of legislation: the Setting Every Community Up for Retirement Enhancement (SECURE)...
Learn More
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...
Learn More
Financial Planning / Financial Risks & Downturns / Healthcare / Market Updates
The A, B, C, & D of Medicare
August 6, 2020
Breaking down the basics. Whether your 65th birthday is on the horizon or decades away, understanding the different parts of...
Learn More
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. ...
Learn More
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...
Learn More
Financial Planning / Financial Risks & Downturns / Investment Strategies / Market Updates
Is Inflation Peaking?
January 19, 2022
One lesser-known indicator is called the Baltic Dry Index. We know our middle-class millionaire clients see it in prices at...
Learn More