November 18th, 2019

Facts About Medicare Open Enrollment

How much do you know about the different coverage options? Medicare’s open enrollment period runs through December 7. If you are enrolling in Medicare for the first time, you will discover that it is much more complex than an employer-sponsored group health plan. Here at Kendall Capital, we want to make sure our clients are … Continue reading “Facts About Medicare Open Enrollment”

November 15th, 2019

Reducing the Risk of Outliving Your Money

What steps might help you sustain and grow your retirement savings? “What is your greatest retirement fear?” If you ask our clients as Kendall Capital, or any group of retirees and pre-retirees this question, “outliving my money” will likely be one of the top answers. In fact, 51% of investors surveyed for a 2019 AIG … Continue reading “Reducing the Risk of Outliving Your Money”

November 4th, 2019

Reap Tax Benefits From Giving with a Qualified Charitable Distribution

Montgomery County residents overall tend to be generous people, with the average person donating between three percent and five percent of his or her income to charitable causes each year. However, changes to federal tax law in 2017 that can make it less advantageous tax-wise to make charitable contributions were one factor that led to … Continue reading “Reap Tax Benefits From Giving with a Qualified Charitable Distribution”

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”

October 16th, 2019

Annual Financial To-Do List

Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think what methods you could employ toward specific objectives, from building your retirement fund to managing your taxes.  At Kendall Capital we review … Continue reading “Annual Financial To-Do List”

October 7th, 2019

Understanding Long-Term Care

The important question: Are you prepared? Addressing the potential threat of long-term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy. When our financial plan analysis reveals a need for insurance, we guide our clients here at Kendall Capital through this overwhelming process and introduce them … Continue reading “Understanding Long-Term Care”

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

College Admission Cheating Scandals

Don’t Let Them Deter You from Reaching Your Education Goals When the news broke back in March about the scandal in which some famous, wealthy and powerful families were gaming the college admissions process to get their kids into prestigious universities, I was both angry and sad. Like many people, I was angry because these … Continue reading “College Admission Cheating Scandals”