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Financial Planning

Would You Want to Live Back in the Good Old Days?

By Kendall Capital

September 26, 2023

The phrase ‘good old days’ suggests that we’re not living in the best time in history, but it often begs...

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Financial Planning / Investment Strategies / Market Updates

Common Financial Phobias

By Kendall Capital

September 20, 2023

According to a recent survey, more than half of all Americans fear for their financial futures. Another study says that...

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Investment Strategies / Market Updates

The New Tech Mania: AI

By Kendall Capital

September 20, 2023

With the slow leak in the markets lately, you might not realize that we are currently experiencing an outrageous investment...

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Estate Planning / Financial Planning / Investment Strategies / Market Updates / Retirement

Navigating Retirement Pitfalls

By Kendall Capital

August 16, 2023

Avoid Common Retirement Planning Mistakes Much is written about the classic financial mistakes that plague start-ups, family businesses, corporations, and...

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Financial Planning / Financial Risks & Downturns / Investment Strategies / Market Updates

Housing Starts in Decline

By Kendall Capital

August 16, 2023

Did you know that last year, roughly 1.66 million new homes were constructed? This includes single-family homes (975 million), 2-4...

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Estate Planning / Financial Planning / Financial Risks & Downturns / Healthcare / Investment Strategies / Retirement

Insurance Needs Assessment: For Empty Nesters and Retirees

By Kendall Capital

July 26, 2023

With the children now out of the house, financial priorities for Middle-Class Millionaires become more focused on preparing for retirement....

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