Tag: portfolio management

Think about these factors before you leave work for the last time. Retirement planning is not entirely financial. Although we help our Middle-Class Millionaire clients with their financial plans and wealth management to ensure a happy and fulfilling retirement, the degree of happiness in your “second act” may depend on some factors that aren’t just … Continue reading “Retirement Questions That Have Nothing to Do With Money”

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”

I went to a client’s funeral, and a child came up to me and said “You know what, you’ve made a huge difference in my mother’s life. You helped her spend money, you helped her gift it to charities. Quite frankly, we have more money because the way you all invest the money for our … Continue reading “Making a Difference: The Impact of Charitable Gifting”