Barron’s
Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 6,186 individual advisors and theirfirms and include qualitative and quantitative criteria. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities. The ranking may not be representative of anyone client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Kaydan Wealth Management, Inc. does not pay a fee in exchange for this award/rating. Barron’s is not affiliated with Kaydan Wealth Management, Inc.
Forbes
SHOOK does not receive compensation in exchange for its Top Advisor placements or rankings, which are determined independently (see methodology). Participation in this directory is limited to ranked advisors; once placed on a ranking, advisors may choose to pay fees to Forbes and Shook for premium listing features as indicated by highlighted names. Investors must carefully choose the right advisor for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.shookresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Forbes is not affiliated with Kaydan Wealth Management, Inc.
©2025Banco de Mexico Diego Rivera Frida Kahlo Museums Trust, Mexico, D.F. / Artists Rights Society (ARS), New York
April 7, 2025
2025 Q1 Capital Market Review: Bop ‘Til You Drop?
As we closed out 2024, there was cautious optimism that the markets might keep up their unprecedented growth despite looming concerns—from tariffs to signs of a weakening economy. But the first quarter of 2025 had other plans.
In this quarter’s Capital Market Review, Jim Kruzan, CFP®, CRPC®, takes a closer look at how things have played out and where we could be heading from here.
The theme this quarter—“Bop ‘Til You Drop”—comes from the old Ramones song, and it’s fitting. Markets have been bouncing along like they often do during recessionary stretches… until a big drop. The question now is: are we at that turning point?
In this video, Jim covers:
What current market movements tell us about where we are in the economic cycle
The Federal Reserve’s tone: hawkish or dovish?
How tariffs and other policy moves are influencing investor sentiment
Market valuations, momentum shifts, and sector leadership changes
The strategic portfolio adjustments we’re making and the reasoning behind them
Watch the full review below.
We continue to monitor the data, assess risks and opportunities, and make well-informed decisions to help our clients stay on track—no matter what the market throws our way.
Have questions about how this market commentary might impact your financial goals? Reach out to your Kaydan Wealth Management advisor—we’re here to talk through it with you.
Not yet working with us? We’re happy to connect. Schedule a conversation to see how our team can help you make sense of today’s markets—and plan for tomorrow.
Did you find this content helpful?
Awesome, we’ll send you more information.
Try these other posts that might help you better
May 2025 Market & Economic Update: Is the Economy Losing Steam?
In our May 2025 Market & Economic Update, Jim Kruzan, CFP®, CRPC®, walks through the latest...
Understanding Market Volatility: Strategies for Proactive Investment
Navigating the financial market can often feel like riding a roller coaster. Market volatility is a...
When DIY Retirement Planning No Longer Suffices: Knowing When to Seek Professional Help
In today’s DIY culture, there’s a certain pride and satisfaction in tackling projects on your own—from...