Financial Planning Newsletters

Kendall Capital publishes a quarterly newsletter.
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  • 2019
  • 2018
  • 2017
  • 2016

June Newsletter:

  • Stocks Rise, Fall, and Then Soar
  • Helping Your Parents Manage Financial Responsibilities
  • Teaching Your Heirs to Value Your Wealth
  • Investment Policy Statement
  • Gifts-Taxable or Not?

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March Newsletter:

  • Best Quarter For Stocks in 21 Years
  • Planning to Retire Within the Next 5 Years?
  • The Importance of Investing in Agreement with Your Principles
  • Upcoming Changes to Medigap and Improvements to Medicare D Coverage
  • A Potential Social Security Fix

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December Newsletter:

  • Prices Down, Economy Up!
  • The Evolution of Financial Rights and Equality for Women
  • Why Now Could Be a Good Time for a Roth IRA Conversion
  • Ways to Ease the Cost of College

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September Newsletter:

  • US Stocks Up, Bonds & Foreign Markets Down
  • Charitable Gifting Under the New Tax Law
  • Foreign Markets: Believe in Mean Rever
  • Heads Up on Paycheck Tax Withholding
  • Is Now the Right Time to Go Roth?
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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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