Financial Planning Newsletters
Kendall Capital publishes a quarterly newsletter.
If you’d like to receive our newsletter, please sign up here.
- 2019
- 2018
- 2017
- 2016
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
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
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?
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
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?
