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Clark Kendall Named Chairman of the Board for Big Brothers Big Sisters of the National Capital Area
July 14, 2025
Clark Kendall, CFP®, CFA, AEP® leads with purpose — whether it’s steering the ship at Kendall Capital Management or championing...
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Estate Planning / Financial Planning / Investment Strategies / Retirement
Retirement Questions That Have Nothing to Do With Money
February 16, 2021
Think about these factors before you leave work for the last time. Retirement planning is not entirely financial. Although we...
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Financial Planning / Investment Strategies
Kendall Capital’s New Micro-cap Strategy
January 22, 2021
Many high-net-worth and affluent individuals and families have begun following the lead of institutional investors – allocating part of their...
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Estate Planning / Financial Planning / Investment Strategies / Retirement / Taxes
2020 IRA Deadlines Are Approaching
January 20, 2021
Here is what you need to know. Financially, many Middle-Class Millionaires associate April with taxes – but we should also...
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Estate Planning / Financial Planning / Retirement / Taxes
Annual Financial To-Do List
December 17, 2020
Things you can do for your future as the year comes to and end. What financial, business, or life priorities...
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Estate Planning / Financial Planning / Retirement / Taxes
Retirement Blindspots
December 9, 2020
Some life and financial factors that Middle-Class Millionaires sometimes overlook. We all have our “blue sky” visions of the way...
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Estate Planning / Financial Planning / Retirement / Taxes
2021 Limits for IRAs, 401(k)s and More
October 30, 2020
Numbers for Middle-Class Millionaires to know for the new year. On October 26, the Treasury Department released the 2021 adjusted...
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