April 28th, 2017

A New Tax Break for Montgomery County Seniors and Military Retirees

Are you a Montgomery County resident age 65 or older or a military retiree age 65 or older? If so, you may be eligible for a 20% tax credit on your Montgomery County property taxes if you meet certain criteria. On March 7, 2017, the Montgomery County Council passed the Property Tax Credit for Elderly … Continue reading “A New Tax Break for Montgomery County Seniors and Military Retirees”

March 21st, 2017

Tips for Rollovers and Withdrawals from Employer Retirement Plans and IRAs

Have you recently changed jobs or retired?  Not sure what to do with your retirement savings plan?  If so, we suggest completing either a direct transfer to your new job’s retirement plan or requesting an IRA rollover – a common and useful financial move – so you don’t leave your money behind. Rollovers between workplace … Continue reading “Tips for Rollovers and Withdrawals from Employer Retirement Plans and IRAs”

February 9th, 2017

Kendall Capital’s 2017 Financial To-Do List

Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives. What financial, business, or life priorities do you need to address for 2017? We provide our list of a few “To-Dos” for the year that might prove useful: Can you contribute more to your retirement … Continue reading “Kendall Capital’s 2017 Financial To-Do List”

December 14th, 2016

Tax & Estate Planning Update for Married Same-Sex Couples

The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate planning for married gay and lesbian couples. If you are filing a joint tax return for 2016 or thinking about updating your estate plan, we have some important things to remember. You can file jointly for 2016 if you married at any time … Continue reading “Tax & Estate Planning Update for Married Same-Sex Couples”

November 14th, 2016

Mutual Funds and Capital Gains: Could You Be Making a Costly Mistake?

If you’re thinking about buying mutual funds before the end of the year, consider this. We’re currently several years into a bull market. Prior to the election, the market had had a broad rally since 2009. Then, Trump defied the odds. In the week following his surprising win, the markets responded to the President-elect’s pledge … Continue reading “Mutual Funds and Capital Gains: Could You Be Making a Costly Mistake?”

November 9th, 2016

President Trump’s Unlikely Victory

Americans throughout the country are feeling a variety of emotions with the election of President Donald Trump, and financial experts are advising us to prepare for volatility in the investment markets due to the uncertainties ahead. It is helpful to remember that these market gyrations are almost always bad times to trade, and particularly to … Continue reading “President Trump’s Unlikely Victory”

August 23rd, 2016

The Trump & Clinton Tax Plans and How They Differ

Seemingly, every presidential candidate offers a tax reform plan. As November 8th nears, Donald Trump and Hillary Clinton have both unveiled their tax reform plans. At Kendall Capital we have taken a close look at their tax reform goals and the key reforms to federal tax law that might result if either plan is enacted. … Continue reading “The Trump & Clinton Tax Plans and How They Differ”

January 15th, 2016

The Latest Shake-Up? What the Future Holds for the Global Market in 2016

Global Impacts of Shifts in the Chinese Market – Fear or Fallacy? While globalization brings a host of benefits to us all on a daily basis, the far-reaching nature of its effects can often also deliver headache, drama, and panic, particularly at the financial and economic levels. For example, when China closed its markets in … Continue reading “The Latest Shake-Up? What the Future Holds for the Global Market in 2016”