Month: December 2019

Industry & Market News

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Congratulations to Jim Kruzan, CFP®, CRPC® for achieving Chairman’s Council, again! We are excited to share...

2019 brought many updates and improvements to Client Access. The following updates apply to both the...

Kaydan Cares partners with One Warm Coat to donate coats to the local community! For the...

Cheery Christmas tunes and bright holiday decorations remind us the holidays have arrived. As we bundle...

THE MARKETS So, what comes next? Last week was a good week for investors. Ben Levisohn...

THE MARKETS Ahh, the power of distraction. On Friday, the unemployment report flashed its numbers like...

‘Tis the Season for Charitable Giving No matter what traditions you hold around the holiday season,...

Qualified Charitable Distributions: Lower Your Taxable Income by Gifting to Charity The Qualified Charitable Distribution (QCD)...

THE MARKETS It’s a shopping revolution! Sometime, probably not so long ago, comedian Dave Barry wrote,...

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