November 12, 2019
2019 3rd Quarter Capital Market Review
by: Danielle Howard
Can you believe it was almost ten years ago that we started bringing you these Quarterly Capital Market Reviews? As this decade nears its end,...
November 11, 2019
Kaydan’s Commentary
by: Danielle Howard
THE MARKETS Last week, major United States stock indices finished at historic highs.1 According to a source cited by Barron’s, U.S. stock markets...
November 5, 2019
Kaydan’s Commentary
by: Jim Kruzan, CFP®, CRPC®
THE MARKETS They did it. The Federal Reserve lowered interest rates last week, as expected. There were no enthusiastic fans singing the Baby Shark...
October 29, 2019
Kaydan’s Commentary
by: Jim Kruzan, CFP®, CRPC®
THE MARKETS More money managers are feeling less bullish, but you sure couldn’t tell by the performance of U.S. stock markets last week.1 So far,...
October 25, 2019
Stay Ahead of Cybercriminals
by: Darren Brennan, CFP®
As technology continues to change, so do the tactics of cybercriminals. Hackers and scammers are evolving every day to become more convincing and...
Fall in Love with Michigan
by: Shawn Reszczyk
Many of you may share in my love of Autumn in Michigan, or Autumn and Michigan. It is widely considered to be one of the most beautiful seasons of...
Housekeeping: December 20, 2019 Deadline
by: Shawn Reszczyk
Mark your calendars! If you are planning to make a contribution or take a distribution from one of your accounts for the calendar year 2019 tax...
Creating a Strong Password
by: Danielle Howard
Though many of our smart devices have facial recognition and fingerprint technology to help us protect our personal information, the majority of us...
Kruzan Achieves 2020 Global Top 50 Event Invitation
by: Danielle Howard
Congratulations to Jim Kruzan, CFP®, CRPC® for being selected to attend Raymond James Global Top 50 for 2020! Raymond James Global Top 50 is...