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”

August 22nd, 2019

Your Diversified Portfolio vs. the S&P 500

How global returns and proper diversification are affecting overall returns.   “Why is my portfolio underperforming the market?” This question may be on your mind. It is a question that Kendall Capital clients sometimes ask after stocks break records or return exceptionally well in a quarter. The short answer is that even when Wall Street … Continue reading “Your Diversified Portfolio vs. the S&P 500”

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”

August 6th, 2019

Tariffs and the Recent Market Movements

Anybody who reads the news knows by now that the markets took a plunge yesterday. The S&P 500 fell 2.98% and is down 5.83% over the past five days. This is a pretty modest drop for a market that was up 17% so far this year, and some analysts were surprised it wasn’t worse, given … Continue reading “Tariffs and the Recent Market Movements”

July 24th, 2019

Eight Mistakes That Can Upend Your Retirement

Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. At Kendall Capital, we work with you to navigate through these based on your individual circumstances. No Strategy. Yes, the biggest mistake is having no strategy at all. Without … Continue reading “Eight Mistakes That Can Upend Your Retirement”

July 23rd, 2019

Diversification, Patience, and Consistency

These are three significant factors when it comes to your financial life. Regardless of how the markets may perform, consider making the following part of your investment philosophy: Diversification. The saying “don’t put all your eggs in one basket” has real value when it comes to investing. In a bear or bull market, certain asset … Continue reading “Diversification, Patience, and Consistency”