October 22nd, 2019

Avoiding Large Losses in Your Portfolio

“Rule No.1: Never lose money. Rule No.2: Never forget rule No.1.” – Warren Buffett Risk is a factor in any investment decision that you make. Your tolerance for risk is something that you will want to consider when you make decisions alongside your trusted financial professional at Kendall Capital. Your risk tolerance is balanced against … Continue reading “Avoiding Large Losses in Your Portfolio”

October 18th, 2019

The Sequence of Returns

A look at how variable rates of return do (and do not) impact investors over time. What exactly is the “sequence of returns”? The phrase describes the yearly variation in an investment portfolio’s rate of return. Across 20 or 30 years of saving and investing for the future, what kind of impact do these deviations … Continue reading “The Sequence of Returns”

September 16th, 2019

Types of Stock Market Analysis

The majority of stock market analysis can be lumped into three broad groups: fundamental, technical, and sentimental. Here’s a closer look at each. Fundamental Analysis. The goal of fundamental analysis is to determine whether a company’s future value is accurately reflected in its current stock price. Fundamental analysis attempts to estimate the value of a … Continue reading “Types of Stock Market Analysis”

September 3rd, 2019

Why Having a Financial Professional Matters

A good professional provides important guidance and insight through the years. What kind of role can a fee-only fiduciary advisor at Kendall Capital 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. There are certain … Continue reading “Why Having a Financial Professional Matters”

August 22nd, 2019

Your Diversified Portfolio vs. the S&P 500

How global returns and proper diversification are affecting overall returns.   “Why is my portfolio underperforming the market?” This question may be on your mind. It is a question that Kendall Capital clients sometimes ask after stocks break records or return exceptionally well in a quarter. The short answer is that even when Wall Street … Continue reading “Your Diversified Portfolio vs. the S&P 500”

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?”

February 15th, 2019

Are One-Percenters Rich or Comfortable?

What would you have to make to be a one-percenter? That is, to have an income in the upper one percent of the population, in the U.S., Singapore, China, Brazil, England or Australia. The answer, of course, differs in every country. At the bottom of the scale, someone earning $81,000 a year in India is … Continue reading “Are One-Percenters Rich or Comfortable?”