Month: December 2019
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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 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,...
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.
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Kaydan’s Commentary
THE MARKETS So, what comes next? Last week was a good week for investors. Ben Levisohn...