Financial Planning Newsletters

Kendall Capital publishes a quarterly newsletter.
If you’d like to receive our newsletter, please sign-up.

  • 2018
  • 2017
  • 2016
  • 2015

June Newsletter:

  • The Global Trade War Has Begun
  • The Backdoor Roth IRA
  • The Flattening of the Yield Curve
  • Cyber Currencies: A Risky Choice in 2018
  • Options for Funding Your College Savings Goals
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March Newsletter:

  • Taxes Dow, Tariffs Up, Market Flat
  • Portfolio Management: The Goal Based The Tranche Approach
  • Reasons Why You Should Have an Online Social Security Account
  • The Right Beneficiary
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December Newsletter:

  • The Tax Cuts and Jobs Act of 2017
  • Year End Review
  • How to Prepare for Medicare
  • The Many Benefits of a Roth IRA
  • 2018 Retirement Plan Contribution Limits
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September Newsletter:

  • Equifax Hack
  • 3rd Quarter in Review
  • A Home as an Investment
  • Insurance as an Investment
  • Tax-Loss Harvesting
  • Talking to Your Kids About Your Wealth
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June Newsletter:

  • 2nd Quarter in Review
  • Rotherization
  • The Importance of Financial Literacy
  • Will You Really Be Able to Work Longer?
  • Vanishing Stocks
  • The Real Cost of College
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March Newsletter:

  • Economic Update
  • Is It Time to Retire Your TSP
  • How Long Should You Keep Financial Documents?
  • The Pros and Cons of Using a Trust as Your IRA Beneficiary
  • Brexit is Beginning
  • Tips for Rollovers and Withdrawals from Employer Retirement Plans and IRAs
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December Newsletter:

  • 4th Quarter in Review
  • The Fiduciary Standard
  • Should You Care What the Market Does Each Day?
  • 2017 Retirement Plan Contribution Limits
  • Investing in a Concentrated Stock Market
  • Social Security Changes
  • The Price of a Pill in the US
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September Newsletter:

  • The Broader Market is on the Move: 3rd Quarter Update
  • What Will the Election Do to the Markets
  • Charitable Giving Tips
  • The Pros and Cons for Roth Conversions
  • Important Legal Documents for Adult Children
  • Daily Money Managers
  • Welcome a New Addition to Kendall Capital
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June Newsletter:

  • 2nd Quarter in Review
  • Financial Planning After Divorce
  • The A, B, C, & D of Medicare
  • Putting Brexit into Perspective
  • Kendall Capital’s Values
  • Does Wealth Equate to Quality of Life?
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March Newsletter:

  • Economic Update
  • Cyber Fraud
  • Choosing the Right Beneficiary
  • Could Social Security Really Go Away?
  • Robo-Advisors: Is “Self-Checkout” Investing Right for You?
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December Newsletter:

  • Economic Update
  • Social Security and Retirement Changes
  • Spoofing Emails
  • Financial Literacy, Not Retirement Plan Mandates
  • Congress Gives Some “Holiday Gifts” to Taxpayers
  • Fourth Quarter Report: The Year in Review
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September Newsletter:

  • Economic Update
  • Estate Planning After a Second Marriage
  • Keeping Volatility in Perspective
  • Third Quarter Report: That Whooshing Sound
  • Year End Reminders
  • U.S. Deficit is Shrinking!
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June Newsletter:

  • Economic Update
  • The Value of Objective Planning and the Fiduciary Standard
  • Taxes: Who Pays What to the U.S. Treasury?
  • Second Quarter Report: Sound and Fury
  • Fiduciary Roles of Financial Advisors
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March Newsletter:

  • Economic Update
  • What Beneficiaries Need to Know
  • Becoming a Middle Class Millionaire
  • The Upper Uppers – What does it take to be a “one percenter?”
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