March 20th, 2024

Debt Rising, Consumption Falling?

By all accounts, the U.S. economy is humming along on all cylinders. Inflation is down (but not out), unemployment is still low by historical standards and GDP growth is healthy. Worker wages continue to rise. What should Middle-Class Millionaires be concerned about? If you feel the need to worry, then consider consumer debt. Since the … Continue reading “Debt Rising, Consumption Falling?”

August 6th, 2019

Tariffs and the Recent Market Movements

Anybody who reads the news knows by now that the markets took a plunge yesterday. The S&P 500 fell 2.98% and is down 5.83% over the past five days. This is a pretty modest drop for a market that was up 17% so far this year, and some analysts were surprised it wasn’t worse, given … Continue reading “Tariffs and the Recent Market Movements”

July 24th, 2019

Eight Mistakes That Can Upend Your Retirement

Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. At Kendall Capital, we work with you to navigate through these based on your individual circumstances. No Strategy. Yes, the biggest mistake is having no strategy at all. Without … Continue reading “Eight Mistakes That Can Upend Your Retirement”

July 23rd, 2019

Diversification, Patience, and Consistency

These are three significant factors when it comes to your financial life. Regardless of how the markets may perform, consider making the following part of your investment philosophy: Diversification. The saying “don’t put all your eggs in one basket” has real value when it comes to investing. In a bear or bull market, certain asset … Continue reading “Diversification, Patience, and Consistency”

April 23rd, 2019

IPOs Are Hot — But Should You Invest in Them?

Initial public offerings, or IPOs, seem to be all the rage among investors so far this year. In the last few months, Lyft, Pinterest, Uber, and Zoom all debuted on the public market by offering shares of stock for sale to public investors. Expedia and Airbnb are also expected to go public in the near … Continue reading “IPOs Are Hot — But Should You Invest in Them?”

December 28th, 2018

What Does an Inverted Yield Curve Mean?

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?”