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”