Clark Kendall, CFA, AEP®, CFP,® President of Kendall Capital and author: Middle-Class Millionaire: Surprisingly Simple Strategies to Grow and Enjoy Your Wealth.
@clarkk61 spoke with Patrice Tsague of the @nehemiahprject earlier today. Watch to learn about Clark's career, book, family, faith, and what it takes to become a #MiddleClassMillionaire. https://t.co/m0ucVz9fcf
Whats the simplest way to start yourself on the way to becoming a Middle-Class Millionaire?
Start from where you are.
Take action tailored to your life and financial situation.
Stick to the plan.
#middleclassmillionaire#savingmoney
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"85% of data collected is not going to be used once!" says Viktor Mayer-Schonberger (@Viktor_MS) presenting “Reinventing Capitalism in the Age of Big Data” on the main stage at @CFAinstitute Annual Conference this morning. #Disrupt19#BigData#AI
With the increased number of women in charge of their own finances, it is a great opportunity for financial advisors to provide support in ways people may not expect from the person or team they hire to manage... https://t.co/zt6SdV6IYh
How Medigap Choices Are Changing
With Plan F and Plan C going away in 2020, Plan G may become the most common option.
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If investors aren’t selling stocks because of the current government shutdown, they might be nervous about the flattening yield curve—broadly defined as a time when short-term interest rates were higher than... https://t.co/pFkLpbNnuK
In this video, Clark Kendall provides a brief market recap and a look into 2019. We encourage you to reach out to us in the new year to discuss your individual financial circumstances and how Kendall Capital can help you. https://t.co/r4JaLRLhcf https://t.co/r4JaLRLhcf
As we approach year-end, Senior Portfolio Manager Brian Mattox discusses 3 important topics when it comes to portfolio management and taxes: realizing capital gains, tax loss harvesting, and mutual fund capital gains distributions. If you need... https://t.co/Y6ef1mZN8d
What financial, business, or life priorities do you need to address in 2019? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building... https://t.co/CJmpBjdPPT
Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund to lowering your taxes. We encourage you to reach out to us... https://t.co/CJmpBjdPPT
Social Security will soon give seniors their largest “raise” since 2012. In view of inflation, the Social Security Administration has authorized a 2.8% increase for retirement benefits in 2019.... https://t.co/yWg2eJl4fd
As Kendall Capital Management continues to grow we once again are looking for talented individuals of the highest moral and ethical character. If you or if you know of... https://t.co/koMacPmRea
Each year, U.S. taxpayers face several year-end deadlines which, if ignored, can be costly and in some cases punitive. Be sure to learn more about your options and how to avoid penalties. https://t.co/MFWT11Hlkg https://t.co/MFWT11Hlkg
Today is #GivingTuesday! Watch Carol Petrov, our Senior Relationship Manager, review the new charitable gifting laws and her tips on how to save time and money when donating this holiday season. https://t.co/md2b3Kp5yZ https://t.co/md2b3Kp5yZ
We would like to #thank the The Universities at Shady Grove honoring Clark Kendall's father, the late Cliff Kendall, and Clark's mother Camille Kendall, this past month at the The Montgomery County Business Hall of Fame and Scholarship & Donor Recognition Luncheon.