November 18th, 2019

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”

November 15th, 2019

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”

August 12th, 2019

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”

July 13th, 2016

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”

June 1st, 2016

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?”

May 24th, 2016

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?”