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Kaydan’s Commentary

THE MARKETS Many stock markets around the world...

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February 3, 2020

Kaydan’s Commentary

by: Jim Kruzan, CFP®, CRPC®

THE MARKETS Prepare yourself. There is a good chance markets will be volatile in the coming weeks. Precautions designed to slow the spread of the...

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January 29, 2020

How will SECURE Act Impact your Financial Plan

by: Darren Brennan, CFP®

As you may already know, the SECURE Act was passed on December 19, 2019. This new law will have a huge impact on retiree’s, beneficiaries, new...

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January 27, 2020

Kaydan’s Commentary

by: Danielle Howard

THE MARKETS Markets hunkered down last week.1 News of the coronavirus outbreak in Wuhan, China unsettled investors around the world. The respiratory...

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January 21, 2020

Kaydan’s Commentary

by: Jim Kruzan, CFP®, CRPC®

THE MARKETS The new trade deals are here! The United States and China signed a preliminary trade deal last week. The next day, the United...

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January 13, 2020

Kaydan’s Commentary

by: Jim Kruzan, CFP®, CRPC®

THE MARKETS It was a nerve-wracking week. Iran fired 22 ballistic missiles at the Ain Al Asad Air Base near western Iraq and a second base in...

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January 6, 2020

Kaydan’s Commentary

by: Jim Kruzan, CFP®, CRPC®

THE MARKETS About face! 2019 was a remarkable year for investors with many asset classes delivering positive performance. Both the Standard &...

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December 31, 2019

Kaydan Connection: December 2019

by: Danielle Howard

Click here for the full KaydanConnection_Dec2019. (preview...

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Kruzan Achieve’s 2020 Chairman’s Council

by: Danielle Howard

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

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December 30, 2019

Client Access Updates and Future Changes

by: Shawn Reszczyk

2019 brought many updates and improvements to Client Access. The following updates apply to both the full Client Access desktop site and mobile app....

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