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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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Financial Planning / Investment Strategies / Taxes
Key Provisions of the CARES Act
April 3, 2020
Recently, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was signed into law. The CARES Act is...
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Financial Planning / Investment Strategies / Taxes
How Coronavirus-Fueled Investment Losses May Help Cut Your Taxes
March 30, 2020
Your portfolio may be in the red, but your tax planning just might be in the green – if you...
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Estate Planning / Financial Planning / Investment Strategies / Retirement / Taxes
Does Leaving Maryland Purely for Tax Reasons Really Make Sense?
March 25, 2020
Many of our Montgomery County clients dream of moving to a lower-cost area of the country when they retire in...
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Estate Planning / Financial Planning / Investment Strategies / Retirement / Taxes
When a Windfall Comes Your Way
March 16, 2020
What do you do with big money? Sudden wealth can help you address retirement saving or college funding anxieties, and...
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Estate Planning / Financial Planning / Investment Strategies / Retirement / Taxes
A Roth IRA’s Many Benefits
March 4, 2020
Why do so many people choose them over traditional IRAs? The IRA that changed the whole retirement savings perspective. Since...
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Estate Planning / Financial Planning / Retirement / Taxes
Tax Considerations for Retirees
February 20, 2020
Are you aware of these potential tax breaks and tax-saving opportunities? The federal government offers some major tax breaks for...
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