Financial Planning Newsletters

Financial Planning Newsletters

Kendall Capital publishes a quarterly newsletter.
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  • 2022
  • 2021
  • 2020
  • 2019

March Newsletter:

  • Financial Markets Rattled by Russian Invasion, Inflation Pressures Rise, and The Federal Reserve Takes Steps Towards Monetary Normalization
  • Retirement Preparation Mistakes
  • How Market Cycles Can Impact Retirements
  • Is Inflation Peaking?

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March Newsletter:

  • Economic Growth Gains Traction As Vaccination Rollout Picks Up Speed
  • Retirement Questions That Have Nothing to Do With Money
  • Tax Efficiency in Retirement
  • Habits of Successful Clients

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June Newsletter:

  • Stocks Reach Record Highs, Yet Face New Interest Rate and Inflation Landscape
  • Ways to Ease the Cost of College
  • Measuring the Value of a Financial Advisor at Kendall Capital
  • How COVID-19 Caused a “She-Cession”

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SEPTEMBER Newsletter:

  • US Economic Growth Slows in the Face of Delta. Stocks Retreat from Record Highs; Confront a bevy of Challenges
  • Annual Financial To-Do List
  • The Pros and Cons of Early Retirement Plan Rollovers
  • Managing your Heath Savings Account Effectively in your Estate Planning

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DECEMBER Newsletter:

  • U.S. Economy Confronts a New COVID-19 Variant Amid Continuing Inflation
    and Supply Chain Bottlenecks
  • Eight Money Moves to Jumpstart Your Financial Health in 2022
  • Social Security: Take or Delay?
  • QCDs to the Rescue

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March Newsletter:

  • The COVID-19 Crisis
  • Key Provisions of the CARES Act
  • The Coronavirus Pandemic and Your Retirement Accounts—What You Should And Should Not Do
  • Does Leaving Maryland Purely for Tax Reasons Really Make Sense?

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June Newsletter:

  • The Economy Measures the Impact of the Coronavirus
  • The Pros and Cons of In-Service Retirement Plan Rollovers
  • When a Windfall Comes Your Way
  • Before You Claim Social Security
  • Eldercare Choices in the COVID-19 Era

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September Newsletter:

  • Stocks Gain, Economy Rebounds, and the Federal Reserve Changes Approach to Inflation
  • Conquering Retirement Challenges for Middle- Class Millionaire
  • Students & Parents are Re-thinking Higher Education in a Covid World
  • The A, B, C, & D of Medicare
  • Why Roth IRA Conversions May Now Be Advantageous

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December Newsletter:

  • COVID-19 Vaccines Gives Businesses and Consumers Hope While Lawmakers Approve a Second Stimulus
  • Retirement Blindspots
  • 2021 Limits for IRAs, 401(k)s and More
  • S&P 500 Index Has Become a Basket With a Few Big Eggs
  • Kendall Capital’s New Micro-cap Strategy

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December Newsletter:

  • Equities Maintain Momentum, Progress in Trade War, and Signs of a Strong Economy
  • The SECURE Act Key Changes and FAQ’s
  • Major Retirement Planning Mistakes
  • A Financial To-do List for the New Year

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September Newsletter:

  • Trade War Intensifies, Fed Cuts Rates Again, and Stocks End the Summer Higher
  • Understanding Long-Term Care
  • College Admission Cheating Scandals
  • The First RMD from Your IRA or Retirement Plan
  • How legislative changes will affect TSP participants

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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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