Measuring the Value of a Financial Professional

These relationships can make a difference for investors.

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Building a Healthy Financial Foundation

How many pieces do you have in place?

Provided by

Jeffrey P. Kendall, CFP®

Do Our Biases Affect Our Financial Choices?

Even the most seasoned investors are prone to their influence.

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Jeffrey P. Kendall, CFP®

Investors are routinely warned about allowing their emotions to influence their decisions. However, they are less routinely cautioned about their preconceptions and biases that may color their financial choices.

Biden’s Policy Initiatives

Potential proposals and their legislative requirements.

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Jeffrey P. Kendall, CFP®

Now that several major news groups have projected Joe Biden the winner of the presidential election—and Congress appears divided with Democrats in control of the House and Republicans the Senate—it’s a good time to review what type of legislative support would be needed to pass certain proposals.

Election 2020

Wall Street reacts to a potentially divided government.

Provided by

Jeffrey P. Kendall, CFP®

After many weeks of telegraphing a long and careful ballot count, this week’s election lived up to that prediction in races for the Senate, the House, and the presidency. While Americans voted Tuesday, Wall Street cast its ballot Wednesday.

Election 2020: Economic Issues in the Cross-hairs

Here’s what you need to know.

Provided by

Jeffrey P. Kendall, CFP®

It should come as no surprise to hear the economy is the top issue for voters in the 2020 election. Nearly 8 in ten voters say that the economy will be very important to them when they cast their votes.¹

Football Is Back

America is “ready for football,” while financial professionals are ready for volatility.

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Jeffrey P. Kendall, CFP®

A Checklist for When a Spouse or Parent Passes

An overview of some of the fundamental steps to take.

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Jeffrey P. Kendall, CFP®

When you lose a spouse, partner, or parent, the grief can be overwhelming. In the midst of that grief, life goes on. There are arrangements to be made, things to be taken care of – and in recognition of this reality, here is a checklist that you may find useful at such a time.

Retirement Plan Options for Small Businesses

The SECURE Act and CARES Act may complicate the decision.

Provided by

Jeffrey P. Kendall, CFP®

As a small-business owner, figuring out retirement choices can be a little intimidating. How do you pick the most appropriate retirement plan for your business as well as your employees?

Who Is Your Trusted Contact?

This vital investment account question should be answered sooner rather than later.

Provided by

Jeffrey P. Kendall, CFP®

Investment firms have a new client service requirement. They must now ask you if you would like to provide the name and information of a trusted contact.¹

You do not have to supply this information, but it is encouraged. The request is made with your best interest in mind – and to lower the risk of someone crooked attempting to make investment decisions on your behalf.¹