January 22nd, 2021

Kendall Capital’s New Micro-cap Strategy

Many high-net-worth and affluent individuals and families have begun following the lead of institutional investors – allocating part of their portfolios to alternative investments such as private equity (PE), venture capital (VC) or hedge funds. To satisfy this demand, most major PE firms and many diversified asset managers have been offering “alt” funds to retail … Continue reading “Kendall Capital’s New Micro-cap Strategy”

January 20th, 2021

2020 IRA Deadlines Are Approaching

Here is what you need to know. Financially, many Middle-Class Millionaires associate April with taxes – but we should also associate April with important IRA deadlines.   April 15, 2021 is the deadline to take your Required Minimum Distribution (RMD) from certain individual retirement accounts. Your advisor at Kendall Capital can help you navigate through and … Continue reading “2020 IRA Deadlines Are Approaching”

December 17th, 2020

Annual Financial To-Do List

Things you can do for your future as the year comes to and end. What financial, business, or life priorities do you need to address for the coming year? Now is an excellent time for Middle-Class Millionaires think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement … Continue reading “Annual Financial To-Do List”

December 9th, 2020

Retirement Blindspots

Some life and financial factors that Middle-Class Millionaires sometimes overlook. We all have our “blue sky” visions of the way retirement should be, yet our futures may unfold in ways we do not predict. So, as our clients at Kendall Capital think about their “second act,” we encourage them to consider some life and financial … Continue reading “Retirement Blindspots”

October 30th, 2020

2021 Limits for IRAs, 401(k)s and More

Numbers for Middle-Class Millionaires to know for the new year. On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although this year’s adjustments will not bring any major changes, there are some minor elements to note. Clark Kendall recently told WTOP news that contributions limits are based upon inflation, … Continue reading “2021 Limits for IRAs, 401(k)s and More”

October 16th, 2020

Where is Your Priority: Tax Preparation or Tax Planning?

Tax planning is very different than tax return preparation. The goal of tax preparation is to minimize your tax owed this year. The goal of tax planning is to maximize your after-tax net worth by minimizing your taxes owed over your lifetime. Both are important, but it matters where your priorities are. We often help … Continue reading “Where is Your Priority: Tax Preparation or Tax Planning?”

October 2nd, 2020

End-of-the-Year Money Moves for Middle-Class Millionaires

Here are some things you might consider before saying goodbye to 2020.  What has changed for you in 2020? For many, this year has been complicated to say the least. Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable changes occurred in your … Continue reading “End-of-the-Year Money Moves for Middle-Class Millionaires”

September 16th, 2019

Types of Stock Market Analysis

The majority of stock market analysis can be lumped into three broad groups: fundamental, technical, and sentimental. Here’s a closer look at each. Fundamental Analysis. The goal of fundamental analysis is to determine whether a company’s future value is accurately reflected in its current stock price. Fundamental analysis attempts to estimate the value of a … Continue reading “Types of Stock Market Analysis”

September 3rd, 2019

Why Having a Financial Professional Matters

A good professional provides important guidance and insight through the years. What kind of role can a fee-only fiduciary advisor at Kendall Capital play for an investor? The answer: a very important one. While the value of such a relationship is hard to quantify, the intangible benefits may be significant and long-lasting. There are certain … Continue reading “Why Having a Financial Professional Matters”

August 22nd, 2019

College Admission Cheating Scandals

Don’t Let Them Deter You from Reaching Your Education Goals When the news broke back in March about the scandal in which some famous, wealthy and powerful families were gaming the college admissions process to get their kids into prestigious universities, I was both angry and sad. Like many people, I was angry because these … Continue reading “College Admission Cheating Scandals”