Study suggest that these relationships can make a difference. What is a relationship with a financial professional at Kendall Capital worth to an investor? We get this question a lot when we start a relationship with our middle-class millionaire clients here at Kendall Capital. A 2019 study by Vanguard, one of the world’s largest money … Continue reading “Measuring the Value of a Financial Advisor at Kendall Capital”
Measuring the Value of a Financial Advisor at Kendall Capital
Facts About Medicare Open Enrollment
How much do you know about the different coverage options? Medicare’s open enrollment period runs through December 7. If you are enrolling in Medicare for the first time, you will discover that it is much more complex than an employer-sponsored group health plan. Here at Kendall Capital, we want to make sure our clients are … Continue reading “Facts About Medicare Open Enrollment”
Reducing the Risk of Outliving Your Money
What steps might help you sustain and grow your retirement savings? “What is your greatest retirement fear?” If you ask our clients as Kendall Capital, or any group of retirees and pre-retirees this question, “outliving my money” will likely be one of the top answers. In fact, 51% of investors surveyed for a 2019 AIG … Continue reading “Reducing the Risk of Outliving Your Money”
A Retirement Fact Sheet
Does your vision of retirement align with the facts? Here are some important financial and lifestyle facts about life after 50 that might surprise you. Up to 85% of a retiree’s Social Security income can be taxed. Some retirees are taken aback when they discover this. In addition to the Internal Revenue Service, 13 states … Continue reading “A Retirement Fact Sheet”
The Rise of the Fee-Based Financial Professional
A wave of change is transforming the financial services profession. Increasingly, financial professionals are choosing to be compensated, partly or wholly, through fees rather than through commissions. This is a real change from the old status quo. In the past, compensation usually resulted from product sales. A client opened up an investment, and the broker … Continue reading “The Rise of the Fee-Based Financial Professional”
What Are You Getting for the Fees You Are Paying?
How much do you pay for wealth management? About $1,000 a month or more? If your account is $1 million or larger, that may be the case. It has become the industry standard for wealth management firms to provide their services for an annual fee approximating 1% of the assets managed. What are you getting … Continue reading “What Are You Getting for the Fees You Are Paying?”
What Can I Expect On My First Visit to Kendall Capital?
Everyone should have an expert investment advisor on their “team” – in the same way we have health care providers, accountants, and lawyers providing us with guidance on our health, taxes, or estate needs. However, for most people, that initial meeting with an investment advisor feels intimidating. What if I don’t understand what they are … Continue reading “What Can I Expect On My First Visit to Kendall Capital?”