Should you withdraw and reinvest your retirement plan money while you are still on the job? Did you know you may be able to take your 401(k), 403(b), or 457 plan and roll it into another type of retirement account while you are still working? We often have clients here at Kendall Capital wondering if … Continue reading “The Pros and Cons of Early Retirement Plan Rollovers”
The Pros and Cons of Early Retirement Plan Rollovers
Ways to Ease the Cost of College
How much could a college education cost in the 2030s? Those of you with kids may want to take a deep breath and sit down before reading the next paragraph. A MassMutual analysis projects that four years of tuition, room, and board at a private college will cost nearly $369,000 in 2031. An article at … Continue reading “Ways to Ease the Cost of College”
How COVID-19 Caused a “She-Cession”
Since the 1980s, unemployment rates have trended higher amongst men than women during a recession. In previous periods of economic downturn, this made sense. Male-dominated industries like construction and finance were the sectors most heavily impacted by a recession, when trade and industrial activity declines. But with the onset of COVID-19, we’ve seen a shift … Continue reading “How COVID-19 Caused a “She-Cession””
Measuring the Value of a Financial Advisor at Kendall Capital
Study suggest that these relationships can make a difference. What is a relationship with a financial professional at Kendall Capital worth to an investor? We get this question a lot when we start a relationship with our middle-class millionaire clients here at Kendall Capital. A 2019 study by Vanguard, one of the world’s largest money … Continue reading “Measuring the Value of a Financial Advisor at Kendall Capital”
Who’s On Your Side?
Friday, June 9 quietly marked a historic day in the financial services world. Last Friday, the Department of Labor’s fiduciary rule came in to effect requiring all financial advisors to forego any sales agenda and give advice that would benefit their clients or customers or, if they decide otherwise, they must explain how and why … Continue reading “Who’s On Your Side?”
Is It Time to Retire Your Thrift Savings Plan?
November 9th, 2016President Trump’s Unlikely Victory
Americans throughout the country are feeling a variety of emotions with the election of President Donald Trump, and financial experts are advising us to prepare for volatility in the investment markets due to the uncertainties ahead. It is helpful to remember that these market gyrations are almost always bad times to trade, and particularly to … Continue reading “President Trump’s Unlikely Victory”