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...
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Estate Planning / Financial Planning / Retirement / Taxes
That First Distribution from Your IRA
February 18, 2020
What you need to know. When you are in your seventies, like many of our clients here at Kendall Capital,...
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Estate Planning / Financial Planning / Retirement
Are You Ready for Retirement?
February 10, 2020
See if you are prepared to begin your retirement by answering four key questions. How do you know you are...
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Estate Planning / Financial Planning / Investment Strategies / Retirement / Taxes
2019 IRA Deadlines Are Approaching
January 21, 2020
Here is what you need to know. Financially, many of us associate April with taxes – but we should also...
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Estate Planning / Financial Planning / Financial Risks & Downturns / Healthcare / Investment Strategies / Retirement
Health Care Costs Are Cutting into Retirement Preparations
January 21, 2020
This is happening in subtle and not-so-subtle ways. You may have seen this statistic before or one resembling it: the...
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College & Student Loans / Financial Planning / Investment Strategies
Unique Student Loan Options for Borrowers
January 15, 2020
Student loans can often feel like an insurmountable avalanche of interest and payments with no end in sight, and perhaps...
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Estate Planning / Financial Planning / Investment Strategies / Retirement / Taxes
The SECURE Act Key Changes and FAQ’s
January 2, 2020
The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, includes many bi-partisan reforms that increase...
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