Insights
Featured
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...
Learn More
Estate Planning / Financial Planning / Retirement / Social Security / Taxes
Before You Claim Social Security
June 15, 2020
There are a few things you may want to think about before filing for benefits. Whether you want to leave...
Learn More
Estate Planning / Financial Planning / Financial Risks & Downturns / Healthcare / Retirement / Taxes
Eldercare Choices in the COVID-19 Era
June 9, 2020
Given the threat of COVID-19, seniors today may be considering their extended care alternatives with extra caution. In addition to...
Learn More
Estate Planning / Financial Planning / Investment Strategies / Market Updates / Retirement / Taxes
The Pros and Cons of In-Service Retirement Plan Rollovers
May 18, 2020
Should you withdraw and reinvest your retirement plan money while you are still employed? Did you know you might be...
Learn More
Financial Planning / Investment Strategies / Market Updates
The Nifty Fifty and Overweight Tech Stocks
May 13, 2020
The interesting thing about index funds, which is not discussed enough, is that when a stock or a sector posts...
Learn More
Financial Planning / Financial Risks & Downturns / Investment Strategies
The Coronavirus Pandemic and Your Retirement Accounts—What You Should And Should Not Do
April 23, 2020
Most economists expect the Coronavirus outbreak to cause a recession. Since many people made bad financial investment decisions in the...
Learn More
Financial Planning / Financial Risks & Downturns / Investment Strategies / Taxes
Roth IRA Conversion in the Era of COVID-19
April 16, 2020
The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time would...
Learn More