Category: Stocks

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”

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”

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”

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”

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”

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”

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?”

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?”

If you are new to the investing world, you may be wondering what the difference between mutual funds and exchange-traded funds are. While there are similarities between the two, the differences could determine whether one or the other, or a mix of both, makes the most sense for you. It’s quite important to understand the … Continue reading “The Difference Between Mutual Funds and ETFs”