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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Market Updates / Saving & Budgeting
Debt Rising, Consumption Falling?
March 20, 2024
By all accounts, the U.S. economy is humming along on all cylinders. Inflation is down (but not out), unemployment is...
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AI Everywhere
March 20, 2024
Artificial intelligence is unlikely to replace plain old human intelligence any time soon, but you might be surprised at how...
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Financial Planning / Investment Strategies / Market Updates
New Market Highs. Now What?
February 22, 2024
We’re all reading headlines telling us that the stock market has reached all-time highs, something that never happened in 2023. ...
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Estate Planning / Financial Planning / Retirement / Social Security / Taxes
Social Security: Five Facts You Need to Know
February 22, 2024
Social Security can be complicated, and as a result, many Middle-Class Millionaires don’t have a full understanding of the choices...
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401K Plan / Estate Planning / Financial Planning / Retirement / Saving & Budgeting / Social Security
Important Birthdays Over 50 and Financial Tips to Keep in Mind at Each
January 26, 2024
Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half” to make sure everyone knows they’re closer to...
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Preparing for the Sunset
January 26, 2024
When the Tax Cuts and Jobs Act (TCJA) Act passed in 2017, we were told that all of the provisions—lower...
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