Agreeing about what you want from retirement is crucial. What does a good retirement look like to Middle-Class Millionaires? Does it resemble the retirement that your spouse or partner has in mind? It is at least roughly similar? The Social Security Administration currently projects an average retirement of 18 years for a man and … Continue reading “Couples Retiring on the Same Page”
Couples Retiring on the Same Page
October 22nd, 2019
Avoiding Large Losses in Your Portfolio
“Rule No.1: Never lose money. Rule No.2: Never forget rule No.1.” – Warren Buffett Risk is a factor in any investment decision that you make. Your tolerance for risk is something that you will want to consider when you make decisions alongside your trusted financial professional at Kendall Capital. Your risk tolerance is balanced against … Continue reading “Avoiding Large Losses in Your Portfolio”
The Sequence of Returns
A look at how variable rates of return do (and do not) impact investors over time. What exactly is the “sequence of returns”? The phrase describes the yearly variation in an investment portfolio’s rate of return. Across 20 or 30 years of saving and investing for the future, what kind of impact do these deviations … Continue reading “The Sequence of Returns”
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”
Investing Means Enduring Some Risk
When financial markets have a bad day, week, or month, discomforting headlines and data can quickly communicate a message to retirees and retirement savers alike: equity investments are risky things, and Wall Street is a risky place. This is some truth to this, but if you want to accumulate significant retirement savings or try and … Continue reading “Investing Means Enduring Some Risk”
What Does Political Gridlock Mean for the Markets?
If you’re anything like us here at Kendall Capital, you were probably anxiously awaiting the midterm election results, and the impact the expected outcome of political gridlock would have on the markets. Historically, stocks typically do well when Congress is split, and the White House is under Republican control. In these instances, the S&P 500 … Continue reading “What Does Political Gridlock Mean for the Markets?”
Market Pullback
Clark shares his thoughts on the recent market pullback, what’s causing the volatility, and how the investment community should respond.
The Concentrated Stock Market
Clark shares his thoughts on investing in the current concentrated stock market.
