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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 / Retirement / Taxes
New Retirement Contribution Limits for 2024
December 13, 2023
The Internal Revenue Service (IRS) has released new limits for certain retirement accounts for the coming year. Individual Retirement Accounts...
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Effective vs. Marginal Tax Rates
December 5, 2023
What you think is your tax rate may not actually BE your tax rate. For instance, if you report just...
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The Economics of Tax-Loss Harvesting
November 17, 2023
’Tis the season when many financial services professionals look at the best way to offset the taxable dividend distributions their...
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Charitable Contribution Complexity
November 17, 2023
If you donate money to somebody in need, you can write off that gift on your tax returns, right? If...
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The Looming Revert
October 25, 2023
Nobody is talking about the fact that the tax provisions in the Tax Cuts & Jobs Act of 2017 are...
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The FDIC’s Dilemma
September 26, 2023
Pssst? Want to buy a low-interest bond? That’s basically what the Federal Deposit Insurance Corp. is saying to investors, who...
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