March 22nd, 2019

Interesting Investment Facts & Lessons Learned

If you’re a dedicated market geek with plenty of time on your hands, you can uncover some very interesting things about stock market history and perhaps learn some interesting lessons from them. Below is a snapshot of some of them: Since 1916, the Dow Jones Industrial Average (which predates the S&P 500 index and has … Continue reading “Interesting Investment Facts & Lessons Learned”

March 21st, 2019

The Importance of Aligning Your Investing With Your Principles

Do your investment choices echo your outlook? Are they in agreement with your values? These questions may seem rather deep when it comes to deciding what to buy or sell, but some great investors have built fortunes by investing according to the ethical, moral, and spiritual tenets that guide their lives.         Sir John Templeton … Continue reading “The Importance of Aligning Your Investing With Your Principles”

February 19th, 2019

Closing the Donut Hole

If you haven’t been really, really sick in the last few years, you may not have ever heard of the “donut hole” in Medicare Part D prescription drug plans. This is the common name in the medical field for an unusual coverage gap where, if you incurred $3,750 worth of drug costs in any given … Continue reading “Closing the Donut Hole”

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?”

January 7th, 2019

Why Now Could Be a Good Time for a Roth IRA Conversion

Roth IRAs are one of the best gifts that Congress has ever given Americans when it comes to saving money for retirement. Contributions grow tax deferred like with traditional IRAs, but withdrawals are usually tax-free if they’re made after you turn 59½ years old. Also, there are no Required Minimum Distributions (RMDs) with Roth IRAs … Continue reading “Why Now Could Be a Good Time for a Roth IRA Conversion”

January 7th, 2019

The Evolution of Financial Rights and Equality for Women and the Opportunity it Provides for the Client/Advisor Relationship

In recent years, there’s been a lot of publicity around sexual harassment, and the MeToo movement seems to have brought us to a new age for women and their ability to exercise their legal rights, especially as it pertains to the work environment.  But it is worth noting just how discriminatory our society, and others, … Continue reading “The Evolution of Financial Rights and Equality for Women and the Opportunity it Provides for the Client/Advisor Relationship”

January 4th, 2019

October 2018 Stock Market Pullback

Hello. This is Clark Kendall with Kendall Capital Management. Today is Friday, October 26. We’ve had volatility in the market over the last two or three weeks. We’ve had the Dow Jones moving three, four and 500 points a day. Percentage wise it’s been as much as two to three percent, which seems like a … Continue reading “October 2018 Stock Market Pullback”

January 3rd, 2019

The Impact of Charitable Gifting Laws

Hi. I’m Carol with Kendall Capital, here with a two-minute tip to help you, the middle-class millionaire saves both money and your precious time.   Today, I’m going to talk about charitable giving. We have so many wonderful organizations right here in Montgomery County, Maryland where even the smallest donation can make a really big … Continue reading “The Impact of Charitable Gifting Laws”

January 3rd, 2019

Making a Difference: The Impact of Charitable Gifting

I went to a client’s funeral, and a child came up to me and said “You know what, you’ve made a huge difference in my mother’s life. You helped her spend money, you helped her gift it to charities. Quite frankly, we have more money because the way you all invest the money for our … Continue reading “Making a Difference: The Impact of Charitable Gifting”

December 17th, 2018

Your 2019 Financial To-Do List

What financial, business, or life priorities do you need to address in 2019? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund to lowering your taxes. Can you contribute more to your retirement plans this year? In 2019, the … Continue reading “Your 2019 Financial To-Do List”