December 18th, 2019

A Financial To-do List for the New Year

As we enter not only a new year but a new decade, now is a good time to think about financial tasks and priorities for the year ahead. Here are seven items Kendall Capital recommends you add to your financial to-do list for 2020: 1. Contribute up to the maximum in tax-advantaged accounts. Planning ahead … Continue reading “A Financial To-do List for the New Year”

December 5th, 2019

End-of-the-Year Money Moves

Here are some things you might consider before saying goodbye to 2019. What has changed for you in 2019? 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 personal or professional life, then you will want to review your … Continue reading “End-of-the-Year Money Moves”

November 21st, 2019

Measuring the Value of a Financial Advisor

A recent study emphasizes that these relationships can make a significant difference for investors. What is a relationship with a financial advisor worth to an investor? A 2019 study by Vanguard, one of the world’s largest money managers, tries to answer that question. Vanguard’s study concludes that when an investor works with an advisor and … Continue reading “Measuring the Value of a Financial Advisor”

January 3rd, 2019

Making a Difference: The Impact of Charitable Gifting

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”

July 19th, 2016

The Importance of Working with a CFP® and the Meaning of Those Initials

At Kendall Capital, you have the opportunity of working with two Certified Financial Planners™ (CFPs®), Clark Kendall and Carol Petrov. But what exactly makes the CFP® designation so important to your wealth management and investment goals? When you work with a CFP®, you’re working with someone with extensive training that is not only knowledgeable but … Continue reading “The Importance of Working with a CFP® and the Meaning of Those Initials”

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”