Financial Planning Newsletters
Kendall Capital publishes a quarterly newsletter.
If you’d like to receive our newsletter, please sign up here.
- 2018
- 2017
- 2016
- 2015
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
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?
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
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
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
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
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
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
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
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
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?
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?
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
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!
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
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?”
