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KENDALL CAPITAL
Kendall Capital is an investment management firm in Montgomery County, Maryland. We provide fiduciary financial planning and wealth management to middle-class millionaires or people with assets of more than $500,000 in the Maryland, Washington, DC, and INDEPENDENT FINANCIAL ADVISOR ROCKVILLE An Independent Financial Advisor in Rockville, Clark Kendall has more than 30 years of investment and wealth management experience. Read more about our team. MIDDLE-CLASS MILLIONAIRE AND MIDDLE-CLASS MILLIONAIRE WOMEN MIDDLE-CLASS MILLIONAIRE WOMEN Essential Strategies To Ensure Financial Longevity. Being a millionaire used to mean you were really wealthy. These days, one million dollars is still quite a bit of money, but many people will need to save at least that much to be financially secure for life. FINANCIAL SERVICES ROCKVILLE The Kendall Capital Financial Services Team. We are proud of the company we’ve created. We are big enough to provide diverse financial services experience to our clients, but small enough tocare.
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. WEALTH MANAGEMENT ROCKVILLE Clark Kendall has more than 30 years of investment management and wealth management experience. He has a distinguished combination of academic knowledge obtained from the Chartered Financial Analyst ® (CFA), Accredited Estate Planner ® (AEP ®) and CERTIFIED FINANCIAL PLANNER™ (CFP ®) programs.. Clark is a former equity seat holder on the New York Stock Exchange (NYSE) and a THE IMPORTANCE OF TOD & JTWROS DESIGNATIONS TOD, JTWROS – what do these obscure acronyms signify? They are shorthand for transfer on death and joint tenancy with right of survivorship – two designations that permit automatic transfer of bank or investment accounts from a deceased spouse to a surviving spouse.. This automatic transfer of assets reflects a legal tenet called the right of survivorship, which is the idea that the FINANCIAL SERVICES ROCKVILLE Brian is the Chief Investment Officer, Vice President at Kendall Capital, where he focuses on portfolio construction, rebalancing, selecting mutual fund managers and implementing our custom investment strategies for clients. THE PROS AND CONS OF EARLY RETIREMENT PLAN ROLLOVERS Should you withdraw and reinvest your retirement plan money while you are still employed? Did you know you might be able to take some or all of the money in your 401(k), 403(b), or 457 plan and roll it over into another type of retirement account? FINANCIAL SERVICES ROCKVILLE Nina’s primary responsibilities are to develop, implement, and enhance Kendall Capital’s overall marketing strategy. With 15+ years of experience across various brands including General Electric, Capital One, and the Montgomery County Government, Nina’s knowledgehelps
KENDALL CAPITAL
Kendall Capital is an investment management firm in Montgomery County, Maryland. We provide fiduciary financial planning and wealth management to middle-class millionaires or people with assets of more than $500,000 in the Maryland, Washington, DC, and INDEPENDENT FINANCIAL ADVISOR ROCKVILLE An Independent Financial Advisor in Rockville, Clark Kendall has more than 30 years of investment and wealth management experience. Read more about our team. MIDDLE-CLASS MILLIONAIRE AND MIDDLE-CLASS MILLIONAIRE WOMEN MIDDLE-CLASS MILLIONAIRE WOMEN Essential Strategies To Ensure Financial Longevity. Being a millionaire used to mean you were really wealthy. These days, one million dollars is still quite a bit of money, but many people will need to save at least that much to be financially secure for life. FINANCIAL SERVICES ROCKVILLE The Kendall Capital Financial Services Team. We are proud of the company we’ve created. We are big enough to provide diverse financial services experience to our clients, but small enough tocare.
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. WEALTH MANAGEMENT ROCKVILLE Clark Kendall has more than 30 years of investment management and wealth management experience. He has a distinguished combination of academic knowledge obtained from the Chartered Financial Analyst ® (CFA), Accredited Estate Planner ® (AEP ®) and CERTIFIED FINANCIAL PLANNER™ (CFP ®) programs.. Clark is a former equity seat holder on the New York Stock Exchange (NYSE) and a THE IMPORTANCE OF TOD & JTWROS DESIGNATIONS TOD, JTWROS – what do these obscure acronyms signify? They are shorthand for transfer on death and joint tenancy with right of survivorship – two designations that permit automatic transfer of bank or investment accounts from a deceased spouse to a surviving spouse.. This automatic transfer of assets reflects a legal tenet called the right of survivorship, which is the idea that the FINANCIAL SERVICES ROCKVILLE Brian is the Chief Investment Officer, Vice President at Kendall Capital, where he focuses on portfolio construction, rebalancing, selecting mutual fund managers and implementing our custom investment strategies for clients. THE PROS AND CONS OF EARLY RETIREMENT PLAN ROLLOVERS Should you withdraw and reinvest your retirement plan money while you are still employed? Did you know you might be able to take some or all of the money in your 401(k), 403(b), or 457 plan and roll it over into another type of retirement account? FINANCIAL SERVICES ROCKVILLE Nina’s primary responsibilities are to develop, implement, and enhance Kendall Capital’s overall marketing strategy. With 15+ years of experience across various brands including General Electric, Capital One, and the Montgomery County Government, Nina’s knowledgehelps
FINANCIAL ADVISORY SERVICES ROCKVILLE Phone: 301.838.9110 600 Jefferson Plaza, Suite 410 Rockville, MD 20852Fax: 301.838.9113
ANNUAL FINANCIAL TO-DO LIST Middle-Class Millionaire is a registered trademark 5432352 owned by Kendall Capital Management. Use of it without permission is not allowed by any other organization.KATIE TAYLOR
Katie’s primary responsibility is helping our firm operate efficiently to serve our clients. She wears many hats in her role as Office Manager, helping the team out with everything from greeting clients to answering phones to aiding in regulatory compliance. FINANCIAL SERVICES WASHINGTON DC Kendall Capital offers financial services in the Washington, DC area. Read this blog to learn more about Kendall Capital and the financial services they provide. ANNUAL FINANCIAL TO-DO LIST 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 about dollar signs. THE SECURE ACT KEY CHANGES AND FAQ’S| KENDALL CAPITAL The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, includes many bi-partisan reforms that increase access to workplace retirement plans and expand opportunities for personal retirement savings. FINANCIAL SERVICES ROCKVILLE Nina’s primary responsibilities are to develop, implement, and enhance Kendall Capital’s overall marketing strategy. With 15+ years of experience across various brands including General Electric, Capital One, and the Montgomery County Government, Nina’s knowledgehelps
FINANCIAL PLANNING WASHINGTON DC As a Financial Planner and Relationship Manager at Kendall Capital, Katelyn is committed to utilizing her background in behavioral finance to cultivate an integrated financial planning approach, in which behavioral coaching elements are blended with traditional wealth management expertise to help our clients lead healthier financiallives.
FINANCIAL ANALYST MONTGOMERY COUNTY MD We provide financial analyst services in Montgomery County, MD. Meet accounting associate, Zemin Zhu. His job duties include quarterly billing and daily trade review. US $19.95 CAN $25.95 DIFFERENT THINGS TO DIFFERENT … isbn 978-1-64307-451- 1 9 781643 074511 51995 us $19.95 can $25.95 millionaire clark a . kendall cfa, aep®, cfp® founder and ceo of kendall capital clark a. kendallKENDALL CAPITAL
Kendall Capital is an investment management firm in Montgomery County, Maryland. We provide fiduciary financial planning and wealth management to middle-class millionaires or people with assets of more than $500,000 in the Maryland, Washington, DC, and INDEPENDENT FINANCIAL ADVISOR ROCKVILLE Welcome to Kendall Capital. Kendall Capital is a wealth management firm providing fiduciary financial planning and investment management services to middle-class Millionaires® with assets of more than $500,000 in the Washington, D.C. Metropolitan area. Middle-classmillionaires are
FINANCIAL SERVICES ROCKVILLE Clark KendallCFA, CFP®, AEP®. President & CEO Carol PetrovCFP®. Vice President & Senior Relationship Manager Brian MattoxCAIA. Chief Investment Officer, Vice President Jason TkachCFA. Portfolio Manager, Assistant Vice President Katelyn Murray CFP®. Financial Planner/Relationship Manager. Nina Smith. Director of Marketing andCommunication.
MIDDLE-CLASS MILLIONAIRE Written by Clark Kendall, CEO and Carol Petrov, Middle-Class Millionaire Women is a compelling guide that includes many practical examples and suggestions for women from all walks of life, whether single, married, divorced, or widowed. Accessible and thought-provoking, this book is organized so that, no matter where you are in life, you’ll WEALTH MANAGEMENT ROCKVILLE Clark Kendall has more than 30 years of investment management and wealth management experience. He has a distinguished combination of academic knowledge obtained from the Chartered Financial Analyst ® (CFA), Accredited Estate Planner ® (AEP ®) and CERTIFIED FINANCIAL PLANNER™ (CFP ®) programs.. Clark is a former equity seat holder on the New York Stock Exchange (NYSE) and a 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. THE IMPORTANCE OF TOD & JTWROS DESIGNATIONS A TOD or JTWROS designation makes those assets non-probate assets, and that may save your executor a little money and time – but it doesn’t take them out of your gross taxable estate. In fact, 100% of the value of an account with a TOD beneficiary designation will be included in your taxable estate. It varies for accounts titled asJTWROS.
THE PROS AND CONS OF EARLY RETIREMENT PLAN ROLLOVERS There is often a little-known aspect to retirement plans that allows employees of a certain age (typically 55 or 60) to rollover a portion of their account to an IRA while they’re still working and contributing to the plan. This is called an In-Service withdrawal or rollover to an IRA. Usually, we don’t think to rollover our 401ksuntil we
FINANCIAL SERVICES ROCKVILLE Brian Mattox. Brian is the Chief Investment Officer, Vice President at Kendall Capital, where he focuses on portfolio construction, rebalancing, selecting mutual fund managers and implementing our custom investment strategies for clients. With over 20 years of experience in the financial services and investment industries, Brianbegan his
FINANCIAL SERVICES ROCKVILLE Nina Smith. Nina’s primary responsibilities are to develop, implement, and enhance Kendall Capital’s overall marketing strategy. With 15+ years of experience across various brands including General Electric, Capital One, and the Montgomery County Government, Nina’s knowledge helps Kendall Capital achieve their marketing goals.KENDALL CAPITAL
Kendall Capital is an investment management firm in Montgomery County, Maryland. We provide fiduciary financial planning and wealth management to middle-class millionaires or people with assets of more than $500,000 in the Maryland, Washington, DC, and INDEPENDENT FINANCIAL ADVISOR ROCKVILLE Welcome to Kendall Capital. Kendall Capital is a wealth management firm providing fiduciary financial planning and investment management services to middle-class Millionaires® with assets of more than $500,000 in the Washington, D.C. Metropolitan area. Middle-classmillionaires are
FINANCIAL SERVICES ROCKVILLE Clark KendallCFA, CFP®, AEP®. President & CEO Carol PetrovCFP®. Vice President & Senior Relationship Manager Brian MattoxCAIA. Chief Investment Officer, Vice President Jason TkachCFA. Portfolio Manager, Assistant Vice President Katelyn Murray CFP®. Financial Planner/Relationship Manager. Nina Smith. Director of Marketing andCommunication.
MIDDLE-CLASS MILLIONAIRE Written by Clark Kendall, CEO and Carol Petrov, Middle-Class Millionaire Women is a compelling guide that includes many practical examples and suggestions for women from all walks of life, whether single, married, divorced, or widowed. Accessible and thought-provoking, this book is organized so that, no matter where you are in life, you’ll WEALTH MANAGEMENT ROCKVILLE Clark Kendall has more than 30 years of investment management and wealth management experience. He has a distinguished combination of academic knowledge obtained from the Chartered Financial Analyst ® (CFA), Accredited Estate Planner ® (AEP ®) and CERTIFIED FINANCIAL PLANNER™ (CFP ®) programs.. Clark is a former equity seat holder on the New York Stock Exchange (NYSE) and a 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. THE IMPORTANCE OF TOD & JTWROS DESIGNATIONS A TOD or JTWROS designation makes those assets non-probate assets, and that may save your executor a little money and time – but it doesn’t take them out of your gross taxable estate. In fact, 100% of the value of an account with a TOD beneficiary designation will be included in your taxable estate. It varies for accounts titled asJTWROS.
THE PROS AND CONS OF EARLY RETIREMENT PLAN ROLLOVERS There is often a little-known aspect to retirement plans that allows employees of a certain age (typically 55 or 60) to rollover a portion of their account to an IRA while they’re still working and contributing to the plan. This is called an In-Service withdrawal or rollover to an IRA. Usually, we don’t think to rollover our 401ksuntil we
FINANCIAL SERVICES ROCKVILLE Brian Mattox. Brian is the Chief Investment Officer, Vice President at Kendall Capital, where he focuses on portfolio construction, rebalancing, selecting mutual fund managers and implementing our custom investment strategies for clients. With over 20 years of experience in the financial services and investment industries, Brianbegan his
FINANCIAL SERVICES ROCKVILLE Nina Smith. Nina’s primary responsibilities are to develop, implement, and enhance Kendall Capital’s overall marketing strategy. With 15+ years of experience across various brands including General Electric, Capital One, and the Montgomery County Government, Nina’s knowledge helps Kendall Capital achieve their marketing goals. FINANCIAL SERVICES WASHINGTON DC 2020 IRA Deadlines Are Approaching. Here is what you need to know. Financially, many Middle-Class Millionaires associate April with taxes – but we should also associate April with important IRA deadlines. April 15, 2021 is the deadline to take your Required Minimum Distribution (RMD) from certain individual retirement accounts. FINANCIAL SERVICES MONTGOMERY COUNTY MD Here is the Kendall Capital client login page for financial services in Montgomery County MD. FINANCIAL ADVISORY SERVICES ROCKVILLE Financial advisory services in Rockville are provided by Kendall Capital. Contact us with your questions, comments, or inquiries. FAQS ABOUT WEALTH MANAGEMENT AND INVESTING WITH KENDALL Our household minimum is $500,000 in Assets Under Management – meaning the combined value of accounts which we manage should be over $500,000. This includes taxable accounts, IRAs, Roth IRAs, 529 plans and even your employer-sponsored retirement plans like 401 (k)s and 403 (b)s. We charge 1% on the first $2,000,000 in assets we manage for ANNUAL FINANCIAL TO-DO LIST 2020 IRA Deadlines Are Approaching. Here is what you need to know. Financially, many Middle-Class Millionaires associate April with taxes – but we should also associate April with important IRA deadlines. April 15, 2021 is the deadline to take your Required Minimum Distribution (RMD) from certain individual retirement accounts. FINANCIAL PLANNING MONTGOMERY COUNTY MD A financial planning firm in Montgomery County, MD, Kendall Capital publishes quarterly newsletters. ASSET MANAGEMENT MONTGOMERY COUNTY MD Fund-of-Mutual Funds (FOMF) Portfolio. The FOMF portfolio is designed to expose clients’ assets to a range of capitalization sizes (large-, mid-, and small-cap) and distinct, actively managed styles (value and growth) in both domestic and international markets. FINANCIAL SERVICES ROCKVILLE Nina Smith. Nina’s primary responsibilities are to develop, implement, and enhance Kendall Capital’s overall marketing strategy. With 15+ years of experience across various brands including General Electric, Capital One, and the Montgomery County Government, Nina’s knowledge helps Kendall Capital achieve their marketing goals. FINANCIAL PLANNING WASHINGTON DC Carol Petrov. CFP ®. Vice President & Senior Relationship Manager. Carol is a CFP ® professional with over 20 years of experience as a financial planner and relationship manager. Her primary responsibilities include providing comprehensive financial planning services for new and existing clients, while managing ongoing clientneeds.
FINANCIAL ANALYST MONTGOMERY COUNTY MD Zemin Zhu. CFA, FRM. Portfolio Manager. As a Portfolio Manager, Zemin is responsible for assisting with account reconciliation, quarterly billing, daily trade review and keeps the office running smoothly. Zemin has earned the right to use both the CFA® and FRM designations. Zemin is also a SAS Certified Advanced Programmer and has a BloombergKENDALL CAPITAL
Kendall Capital is an investment management firm in Montgomery County, Maryland. We provide fiduciary financial planning and wealth management to middle-class millionaires or people with assets of more than $500,000 in the Maryland, Washington, DC, and INDEPENDENT FINANCIAL ADVISOR ROCKVILLE Welcome to Kendall Capital. Kendall Capital is a wealth management firm providing fiduciary financial planning and investment management services to middle-class Millionaires® with assets of more than $500,000 in the Washington, D.C. Metropolitan area. Middle-classmillionaires are
FINANCIAL SERVICES ROCKVILLE Clark KendallCFA, CFP®, AEP®. President & CEO Carol PetrovCFP®. Vice President & Senior Relationship Manager Brian MattoxCAIA. Chief Investment Officer, Vice President Jason TkachCFA. Portfolio Manager, Assistant Vice President Katelyn Murray CFP®. Financial Planner/Relationship Manager. Nina Smith. Director of Marketing andCommunication.
MIDDLE-CLASS MILLIONAIRE Written by Clark Kendall, CEO and Carol Petrov, Middle-Class Millionaire Women is a compelling guide that includes many practical examples and suggestions for women from all walks of life, whether single, married, divorced, or widowed. Accessible and thought-provoking, this book is organized so that, no matter where you are in life, you’ll WEALTH MANAGEMENT ROCKVILLE Clark Kendall has more than 30 years of investment management and wealth management experience. He has a distinguished combination of academic knowledge obtained from the Chartered Financial Analyst ® (CFA), Accredited Estate Planner ® (AEP ®) and CERTIFIED FINANCIAL PLANNER™ (CFP ®) programs.. Clark is a former equity seat holder on the New York Stock Exchange (NYSE) and a 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. THE IMPORTANCE OF TOD & JTWROS DESIGNATIONS A TOD or JTWROS designation makes those assets non-probate assets, and that may save your executor a little money and time – but it doesn’t take them out of your gross taxable estate. In fact, 100% of the value of an account with a TOD beneficiary designation will be included in your taxable estate. It varies for accounts titled asJTWROS.
THE PROS AND CONS OF EARLY RETIREMENT PLAN ROLLOVERS There is often a little-known aspect to retirement plans that allows employees of a certain age (typically 55 or 60) to rollover a portion of their account to an IRA while they’re still working and contributing to the plan. This is called an In-Service withdrawal or rollover to an IRA. Usually, we don’t think to rollover our 401ksuntil we
FINANCIAL SERVICES ROCKVILLE Brian Mattox. Brian is the Chief Investment Officer, Vice President at Kendall Capital, where he focuses on portfolio construction, rebalancing, selecting mutual fund managers and implementing our custom investment strategies for clients. With over 20 years of experience in the financial services and investment industries, Brianbegan his
FINANCIAL SERVICES ROCKVILLE Nina Smith. Nina’s primary responsibilities are to develop, implement, and enhance Kendall Capital’s overall marketing strategy. With 15+ years of experience across various brands including General Electric, Capital One, and the Montgomery County Government, Nina’s knowledge helps Kendall Capital achieve their marketing goals.KENDALL CAPITAL
Kendall Capital is an investment management firm in Montgomery County, Maryland. We provide fiduciary financial planning and wealth management to middle-class millionaires or people with assets of more than $500,000 in the Maryland, Washington, DC, and INDEPENDENT FINANCIAL ADVISOR ROCKVILLE Welcome to Kendall Capital. Kendall Capital is a wealth management firm providing fiduciary financial planning and investment management services to middle-class Millionaires® with assets of more than $500,000 in the Washington, D.C. Metropolitan area. Middle-classmillionaires are
FINANCIAL SERVICES ROCKVILLE Clark KendallCFA, CFP®, AEP®. President & CEO Carol PetrovCFP®. Vice President & Senior Relationship Manager Brian MattoxCAIA. Chief Investment Officer, Vice President Jason TkachCFA. Portfolio Manager, Assistant Vice President Katelyn Murray CFP®. Financial Planner/Relationship Manager. Nina Smith. Director of Marketing andCommunication.
MIDDLE-CLASS MILLIONAIRE Written by Clark Kendall, CEO and Carol Petrov, Middle-Class Millionaire Women is a compelling guide that includes many practical examples and suggestions for women from all walks of life, whether single, married, divorced, or widowed. Accessible and thought-provoking, this book is organized so that, no matter where you are in life, you’ll WEALTH MANAGEMENT ROCKVILLE Clark Kendall has more than 30 years of investment management and wealth management experience. He has a distinguished combination of academic knowledge obtained from the Chartered Financial Analyst ® (CFA), Accredited Estate Planner ® (AEP ®) and CERTIFIED FINANCIAL PLANNER™ (CFP ®) programs.. Clark is a former equity seat holder on the New York Stock Exchange (NYSE) and a 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. THE IMPORTANCE OF TOD & JTWROS DESIGNATIONS A TOD or JTWROS designation makes those assets non-probate assets, and that may save your executor a little money and time – but it doesn’t take them out of your gross taxable estate. In fact, 100% of the value of an account with a TOD beneficiary designation will be included in your taxable estate. It varies for accounts titled asJTWROS.
THE PROS AND CONS OF EARLY RETIREMENT PLAN ROLLOVERS There is often a little-known aspect to retirement plans that allows employees of a certain age (typically 55 or 60) to rollover a portion of their account to an IRA while they’re still working and contributing to the plan. This is called an In-Service withdrawal or rollover to an IRA. Usually, we don’t think to rollover our 401ksuntil we
FINANCIAL SERVICES ROCKVILLE Brian Mattox. Brian is the Chief Investment Officer, Vice President at Kendall Capital, where he focuses on portfolio construction, rebalancing, selecting mutual fund managers and implementing our custom investment strategies for clients. With over 20 years of experience in the financial services and investment industries, Brianbegan his
FINANCIAL SERVICES ROCKVILLE Nina Smith. Nina’s primary responsibilities are to develop, implement, and enhance Kendall Capital’s overall marketing strategy. With 15+ years of experience across various brands including General Electric, Capital One, and the Montgomery County Government, Nina’s knowledge helps Kendall Capital achieve their marketing goals. FINANCIAL SERVICES WASHINGTON DC 2020 IRA Deadlines Are Approaching. Here is what you need to know. Financially, many Middle-Class Millionaires associate April with taxes – but we should also associate April with important IRA deadlines. April 15, 2021 is the deadline to take your Required Minimum Distribution (RMD) from certain individual retirement accounts. FINANCIAL SERVICES MONTGOMERY COUNTY MD Here is the Kendall Capital client login page for financial services in Montgomery County MD. FINANCIAL ADVISORY SERVICES ROCKVILLE Financial advisory services in Rockville are provided by Kendall Capital. Contact us with your questions, comments, or inquiries. FAQS ABOUT WEALTH MANAGEMENT AND INVESTING WITH KENDALL Our household minimum is $500,000 in Assets Under Management – meaning the combined value of accounts which we manage should be over $500,000. This includes taxable accounts, IRAs, Roth IRAs, 529 plans and even your employer-sponsored retirement plans like 401 (k)s and 403 (b)s. We charge 1% on the first $2,000,000 in assets we manage for ANNUAL FINANCIAL TO-DO LIST 2020 IRA Deadlines Are Approaching. Here is what you need to know. Financially, many Middle-Class Millionaires associate April with taxes – but we should also associate April with important IRA deadlines. April 15, 2021 is the deadline to take your Required Minimum Distribution (RMD) from certain individual retirement accounts. FINANCIAL PLANNING MONTGOMERY COUNTY MD A financial planning firm in Montgomery County, MD, Kendall Capital publishes quarterly newsletters. ASSET MANAGEMENT MONTGOMERY COUNTY MD Fund-of-Mutual Funds (FOMF) Portfolio. The FOMF portfolio is designed to expose clients’ assets to a range of capitalization sizes (large-, mid-, and small-cap) and distinct, actively managed styles (value and growth) in both domestic and international markets. FINANCIAL SERVICES ROCKVILLE Nina Smith. Nina’s primary responsibilities are to develop, implement, and enhance Kendall Capital’s overall marketing strategy. With 15+ years of experience across various brands including General Electric, Capital One, and the Montgomery County Government, Nina’s knowledge helps Kendall Capital achieve their marketing goals. FINANCIAL PLANNING WASHINGTON DC Carol Petrov. CFP ®. Vice President & Senior Relationship Manager. Carol is a CFP ® professional with over 20 years of experience as a financial planner and relationship manager. Her primary responsibilities include providing comprehensive financial planning services for new and existing clients, while managing ongoing clientneeds.
FINANCIAL ANALYST MONTGOMERY COUNTY MD Zemin Zhu. CFA, FRM. Portfolio Manager. As a Portfolio Manager, Zemin is responsible for assisting with account reconciliation, quarterly billing, daily trade review and keeps the office running smoothly. Zemin has earned the right to use both the CFA® and FRM designations. Zemin is also a SAS Certified Advanced Programmer and has a BloombergKENDALL CAPITAL
Kendall Capital is an investment management firm in Montgomery County, Maryland. We provide fiduciary financial planning and wealth management to middle-class millionaires or people with assets of more than $500,000 in the Maryland, Washington, DC, and INDEPENDENT FINANCIAL ADVISOR ROCKVILLE Welcome to Kendall Capital. Kendall Capital is a wealth management firm providing fiduciary financial planning and investment management services to middle-class Millionaires® with assets of more than $500,000 in the Washington, D.C. Metropolitan area. Middle-classmillionaires are
FINANCIAL SERVICES ROCKVILLE Clark KendallCFA, CFP®, AEP®. President & CEO Carol PetrovCFP®. Vice President & Senior Relationship Manager Brian MattoxCAIA. Chief Investment Officer, Vice President Jason TkachCFA. Portfolio Manager, Assistant Vice President Katelyn Murray CFP®. Financial Planner/Relationship Manager. Nina Smith. Director of Marketing andCommunication.
FINANCIAL SERVICES MONTGOMERY COUNTY MD Here is the Kendall Capital client login page for financial services in Montgomery County MD. MIDDLE-CLASS MILLIONAIRE Written by Clark Kendall, CEO and Carol Petrov, Middle-Class Millionaire Women is a compelling guide that includes many practical examples and suggestions for women from all walks of life, whether single, married, divorced, or widowed. Accessible and thought-provoking, this book is organized so that, no matter where you are in life, you’ll WEALTH MANAGEMENT ROCKVILLE Clark Kendall has more than 30 years of investment management and wealth management experience. He has a distinguished combination of academic knowledge obtained from the Chartered Financial Analyst ® (CFA), Accredited Estate Planner ® (AEP ®) and CERTIFIED FINANCIAL PLANNER™ (CFP ®) programs.. Clark is a former equity seat holder on the New York Stock Exchange (NYSE) and a FAQS ABOUT WEALTH MANAGEMENT AND INVESTING WITH KENDALL Our household minimum is $500,000 in Assets Under Management – meaning the combined value of accounts which we manage should be over $500,000. This includes taxable accounts, IRAs, Roth IRAs, 529 plans and even your employer-sponsored retirement plans like 401 (k)s and 403 (b)s. We charge 1% on the first $2,000,000 in assets we manage for THE IMPORTANCE OF TOD & JTWROS DESIGNATIONS A TOD or JTWROS designation makes those assets non-probate assets, and that may save your executor a little money and time – but it doesn’t take them out of your gross taxable estate. In fact, 100% of the value of an account with a TOD beneficiary designation will be included in your taxable estate. It varies for accounts titled asJTWROS.
FINANCIAL SERVICES ROCKVILLE Brian Mattox. Brian is the Chief Investment Officer, Vice President at Kendall Capital, where he focuses on portfolio construction, rebalancing, selecting mutual fund managers and implementing our custom investment strategies for clients. With over 20 years of experience in the financial services and investment industries, Brianbegan his
THE PROS AND CONS OF EARLY RETIREMENT PLAN ROLLOVERS There is often a little-known aspect to retirement plans that allows employees of a certain age (typically 55 or 60) to rollover a portion of their account to an IRA while they’re still working and contributing to the plan. This is called an In-Service withdrawal or rollover to an IRA. Usually, we don’t think to rollover our 401ksuntil we
KENDALL CAPITAL
Kendall Capital is an investment management firm in Montgomery County, Maryland. We provide fiduciary financial planning and wealth management to middle-class millionaires or people with assets of more than $500,000 in the Maryland, Washington, DC, and INDEPENDENT FINANCIAL ADVISOR ROCKVILLE Welcome to Kendall Capital. Kendall Capital is a wealth management firm providing fiduciary financial planning and investment management services to middle-class Millionaires® with assets of more than $500,000 in the Washington, D.C. Metropolitan area. Middle-classmillionaires are
FINANCIAL SERVICES ROCKVILLE Clark KendallCFA, CFP®, AEP®. President & CEO Carol PetrovCFP®. Vice President & Senior Relationship Manager Brian MattoxCAIA. Chief Investment Officer, Vice President Jason TkachCFA. Portfolio Manager, Assistant Vice President Katelyn Murray CFP®. Financial Planner/Relationship Manager. Nina Smith. Director of Marketing andCommunication.
FINANCIAL SERVICES MONTGOMERY COUNTY MD Here is the Kendall Capital client login page for financial services in Montgomery County MD. MIDDLE-CLASS MILLIONAIRE Written by Clark Kendall, CEO and Carol Petrov, Middle-Class Millionaire Women is a compelling guide that includes many practical examples and suggestions for women from all walks of life, whether single, married, divorced, or widowed. Accessible and thought-provoking, this book is organized so that, no matter where you are in life, you’ll WEALTH MANAGEMENT ROCKVILLE Clark Kendall has more than 30 years of investment management and wealth management experience. He has a distinguished combination of academic knowledge obtained from the Chartered Financial Analyst ® (CFA), Accredited Estate Planner ® (AEP ®) and CERTIFIED FINANCIAL PLANNER™ (CFP ®) programs.. Clark is a former equity seat holder on the New York Stock Exchange (NYSE) and a FAQS ABOUT WEALTH MANAGEMENT AND INVESTING WITH KENDALL Our household minimum is $500,000 in Assets Under Management – meaning the combined value of accounts which we manage should be over $500,000. This includes taxable accounts, IRAs, Roth IRAs, 529 plans and even your employer-sponsored retirement plans like 401 (k)s and 403 (b)s. We charge 1% on the first $2,000,000 in assets we manage for THE IMPORTANCE OF TOD & JTWROS DESIGNATIONS A TOD or JTWROS designation makes those assets non-probate assets, and that may save your executor a little money and time – but it doesn’t take them out of your gross taxable estate. In fact, 100% of the value of an account with a TOD beneficiary designation will be included in your taxable estate. It varies for accounts titled asJTWROS.
FINANCIAL SERVICES ROCKVILLE Brian Mattox. Brian is the Chief Investment Officer, Vice President at Kendall Capital, where he focuses on portfolio construction, rebalancing, selecting mutual fund managers and implementing our custom investment strategies for clients. With over 20 years of experience in the financial services and investment industries, Brianbegan his
THE PROS AND CONS OF EARLY RETIREMENT PLAN ROLLOVERS There is often a little-known aspect to retirement plans that allows employees of a certain age (typically 55 or 60) to rollover a portion of their account to an IRA while they’re still working and contributing to the plan. This is called an In-Service withdrawal or rollover to an IRA. Usually, we don’t think to rollover our 401ksuntil we
FINANCIAL SERVICES MONTGOMERY COUNTY MD Here is the Kendall Capital client login page for financial services in Montgomery County MD. INVESTMENT ADVISOR ROCKVILLE Here’s what to expect at an initial meeting with one of our advisers. You should expect the meeting to last 60-90 minutes. Please bring copies of recent statements from your investment vehicles, such as savings and retirement accounts. We will keep this information in the strictest of confidence. Our adviser will sit down with you andjust
FINANCIAL ADVISORY SERVICES ROCKVILLE Financial advisory services in Rockville are provided by Kendall Capital. Contact us with your questions, comments, or inquiries. FAQS ABOUT WEALTH MANAGEMENT AND INVESTING WITH KENDALL Our household minimum is $500,000 in Assets Under Management – meaning the combined value of accounts which we manage should be over $500,000. This includes taxable accounts, IRAs, Roth IRAs, 529 plans and even your employer-sponsored retirement plans like 401 (k)s and 403 (b)s. We charge 1% on the first $2,000,000 in assets we manage for FINANCIAL PLANNING WASHINGTON DC Thanks for your interest in Kendall Capital! We are focused on providing wealth management, investment management and financial planning services to Middle Class Millionaires! While you may not consider yourself a millionaire, the truth is that if you’ve acquired assets of more than $500,000 in the DC Metropolitan area, you are well on your way! 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. WEALTH MANAGEMENT MONTGOMERY COUNTY MD Individuals or families with over $500,000 in investable assets, including employer sponsored retirement plans, benefit from our comprehensive wealth management services. Guidance on financial issues. By leveraging our experience and wide-ranging network of financial and legal professionals, we provide you with value-addedinvestment guidance
FIDUCIARY INVESTMENT ADVISORS ROCKVILLE FEE-ONLY ADVANTAGE & FIDUCIARY FOCUS. In the financial services industry, there are people who look out for their commissions, and people who look out for you. As Fiduciary Investment Advisers, we are different. Only Fiduciary advisers like Kendall Capital provide advice for your individual situation, without any influence from outsideinterests.
FINANCIAL PLANNING WASHINGTON DC Carol Petrov. CFP ®. Vice President & Senior Relationship Manager. Carol is a CFP ® professional with over 20 years of experience as a financial planner and relationship manager. Her primary responsibilities include providing comprehensive financial planning services for new and existing clients, while managing ongoing clientneeds.
FINANCIAL ANALYST MONTGOMERY COUNTY MD Zemin Zhu. CFA, FRM. Portfolio Manager. As a Portfolio Manager, Zemin is responsible for assisting with account reconciliation, quarterly billing, daily trade review and keeps the office running smoothly. Zemin has earned the right to use both the CFA® and FRM designations. Zemin is also a SAS Certified Advanced Programmer and has a BloombergKENDALL CAPITAL
Kendall Capital is an investment management firm in Montgomery County, Maryland. We provide fiduciary financial planning and wealth management to middle-class millionaires or people with assets of more than $500,000 in the Maryland, Washington, DC, and INDEPENDENT FINANCIAL ADVISOR ROCKVILLE An Independent Financial Advisor in Rockville, Clark Kendall has more than 30 years of investment and wealth management experience. Read more about our team. MIDDLE-CLASS MILLIONAIREUPPER MIDDLE CLASS NET WORTHCULTIVATING THE MIDDLE CLASS MILLIONAIREKENDALL CAPITAL GROUPKENDALL CLARKKIERAN GOODWIN PANNING CAPITAL MIDDLE-CLASS MILLIONAIRE WOMEN Essential Strategies To Ensure Financial Longevity. Being a millionaire used to mean you were really wealthy. These days, one million dollars is still quite a bit of money, but many people will need to save at least that much to be financially secure for life. INVESTMENT ADVISOR ROCKVILLE Here’s what to expect at an initial meeting with one of our advisers. You should expect the meeting to last 60-90 minutes. Please bring copies of recent statements from your investment vehicles, such as savings and retirement accounts. FINANCIAL SERVICES ROCKVILLE The Kendall Capital Financial Services Team. We are proud of the company we’ve created. We are big enough to provide diverse financial services experience to our clients, but small enough tocare.
FAQS ABOUT WEALTH MANAGEMENT AND INVESTING WITH KENDALL If you have questions about fiduciary wealth management, investing, financial planning and how Kendall Capital approaches these services to help build a better financial future for FINANCIAL SERVICES WASHINGTON DC Kendall Capital offers financial services in the Washington, DC area. Read this blog to learn more about Kendall Capital and the financial services they provide. WEALTH MANAGEMENT ROCKVILLE Clark Kendall has more than 30 years of investment management and wealth management experience. He has a distinguished combination of academic knowledge obtained from the Chartered Financial Analyst ® (CFA), Accredited Estate Planner ® (AEP ®) and CERTIFIED FINANCIAL PLANNER™ (CFP ®) programs.. Clark is a former equity seat holder on the New York Stock Exchange (NYSE) and a THE IMPORTANCE OF TOD & JTWROS DESIGNATIONS TOD, JTWROS – what do these obscure acronyms signify? They are shorthand for transfer on death and joint tenancy with right of survivorship – two designations that permit automatic transfer of bank or investment accounts from a deceased spouse to a surviving spouse.. This automatic transfer of assets reflects a legal tenet called the right of survivorship, which is the idea that the FINANCIAL SERVICES ROCKVILLE For financial services in Rockville, choose Kendall Capital. Our Senior Porfolio Manager, Brian Mattox, focuses on implementing our custom investment strategies.KENDALL CAPITAL
Kendall Capital is an investment management firm in Montgomery County, Maryland. We provide fiduciary financial planning and wealth management to middle-class millionaires or people with assets of more than $500,000 in the Maryland, Washington, DC, and INDEPENDENT FINANCIAL ADVISOR ROCKVILLE An Independent Financial Advisor in Rockville, Clark Kendall has more than 30 years of investment and wealth management experience. Read more about our team. MIDDLE-CLASS MILLIONAIREUPPER MIDDLE CLASS NET WORTHCULTIVATING THE MIDDLE CLASS MILLIONAIREKENDALL CAPITAL GROUPKENDALL CLARKKIERAN GOODWIN PANNING CAPITAL MIDDLE-CLASS MILLIONAIRE WOMEN Essential Strategies To Ensure Financial Longevity. Being a millionaire used to mean you were really wealthy. These days, one million dollars is still quite a bit of money, but many people will need to save at least that much to be financially secure for life. INVESTMENT ADVISOR ROCKVILLE Here’s what to expect at an initial meeting with one of our advisers. You should expect the meeting to last 60-90 minutes. Please bring copies of recent statements from your investment vehicles, such as savings and retirement accounts. FINANCIAL SERVICES ROCKVILLE The Kendall Capital Financial Services Team. We are proud of the company we’ve created. We are big enough to provide diverse financial services experience to our clients, but small enough tocare.
FAQS ABOUT WEALTH MANAGEMENT AND INVESTING WITH KENDALL If you have questions about fiduciary wealth management, investing, financial planning and how Kendall Capital approaches these services to help build a better financial future for FINANCIAL SERVICES WASHINGTON DC Kendall Capital offers financial services in the Washington, DC area. Read this blog to learn more about Kendall Capital and the financial services they provide. WEALTH MANAGEMENT ROCKVILLE Clark Kendall has more than 30 years of investment management and wealth management experience. He has a distinguished combination of academic knowledge obtained from the Chartered Financial Analyst ® (CFA), Accredited Estate Planner ® (AEP ®) and CERTIFIED FINANCIAL PLANNER™ (CFP ®) programs.. Clark is a former equity seat holder on the New York Stock Exchange (NYSE) and a THE IMPORTANCE OF TOD & JTWROS DESIGNATIONS TOD, JTWROS – what do these obscure acronyms signify? They are shorthand for transfer on death and joint tenancy with right of survivorship – two designations that permit automatic transfer of bank or investment accounts from a deceased spouse to a surviving spouse.. This automatic transfer of assets reflects a legal tenet called the right of survivorship, which is the idea that the FINANCIAL SERVICES ROCKVILLE For financial services in Rockville, choose Kendall Capital. Our Senior Porfolio Manager, Brian Mattox, focuses on implementing our custom investment strategies. INVESTMENT ADVISOR ROCKVILLE Here’s what to expect at an initial meeting with one of our advisers. You should expect the meeting to last 60-90 minutes. Please bring copies of recent statements from your investment vehicles, such as savings and retirement accounts. INVESTMENT MANAGEMENT MONTGOMERY COUNTY MD An investment management firm in Montgomery County, MD, Kendall Capital showcases its articles and news releases. FINANCIAL SERVICES MONTGOMERY COUNTY MD Here is the Kendall Capital client login page for financial services in Montgomery County MD. FINANCIAL ADVISORY SERVICES ROCKVILLE Financial advisory services in Rockville are provided by Kendall Capital. Contact us with your questions, comments, or inquiries. FIDUCIARY INVESTMENT ADVISORS ROCKVILLE Fiduciary investment advisors at Rockville's Kendall Capital provide advice for your individual situation, without any influence fromoutside interests.
WEALTH MANAGEMENT MONTGOMERY COUNTY MD Wealth management solutions in Montgomery County, MD are offered by Kendall Capital for small business owners, successful individuals, andfamilies.
FEE-ONLY FINANCIAL ADVISOR MONTGOMERY COUNTY MD FEE-ONLY ADVANTAGE. By working with a fee-only firm like Kendall Capital, you can be confident that our financial planning and investment recommendations are given solely in your best interest. THE SECURE ACT KEY CHANGES AND FAQ’S| KENDALL CAPITAL The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, includes many bi-partisan reforms that increase access to workplace retirement plans and expand opportunities for personal retirement savings. FINANCIAL PLANNING WASHINGTON DC Carol is a CFP ® professional with over 20 years of experience as a financial planner and relationship manager. Her primary responsibilities include providing comprehensive financial planning services for new and existing clients, while managing ongoing clientneeds.
WHY NOW COULD BE A GOOD TIME FOR A ROTH IRA CONVERSION Roth IRAs are one of the best gifts that Congress has ever given Americans when it comes to saving money for retirement. Contributions grow tax deferred like with traditional IRAs, but withdrawals are usually tax-free if they’re made after you turn 59½ years old.CALL US:
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ARE YOU A MIDDLE-CLASS MILLIONAIRE? Do you have at least $500k in investable assets? Do you want to be financially prepared for the future? Are you looking for a fee-only fiduciary advisor who will look out foryour best interest?
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In the financial services industry there are people who sell products and people who sell knowledge. There are people who look out for their commissions and people who look out for you. Legally, fiduciaries are held to a higher standard by regulators.Learn More
YOUR DEDICATED FINANCIAL ADVISERSCLARK KENDALL
CAROL PETROV
BRIAN MATTOX
JASON TKACH
NINA SMITH
ZEMIN ZHU
TAE KNEIDINGER
DIANE PERRY KENDALL
YOUR DEDICATED FINANCIAL ADVISERSCLARK KENDALL
CFA, CFP®, AEP®
President & CEO
CAROL PETROV
CFP®
Vice President & Senior Relationship ManagerBRIAN MATTOX
CAIA
Senior Portfolio ManagerJASON TKACH
CFA
Portfolio Manager
NINA SMITH
Marketing Manager
ZEMIN ZHU
FRM
Investment Analyst
TAE KNEIDINGER
CFP®
Relationship ManagerDIANE PERRY KENDALL
Marketing Associate
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* September 16, 2019 TYPES OF STOCK MARKET ANALYSIS * September 03, 2019 WHY HAVING A FINANCIAL PROFESSIONAL MATTERS* August 22, 2019
COLLEGE ADMISSION CHEATING SCANDALSView All Blog
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Kendall Capital Management is included in the “Top 12 Best Financial Advisors in D.C., Maryland, and Virginia (Tri-State)” by AdvisoryHQ News for the fourth year in a row. Clark Kendall and the Kendall Capital team recently featured on CNBC.Learn More
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