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Shred Day 2020 Recap

On Friday, June 26th, we hosted our 6th Annual...

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June 1, 2020

Kaydan’s Commentary

by: Jim Kruzan, CFP®, CRPC®

THE MARKETS Are those green shoots? In economic terms, green shoots are signs of improvement. If you were paying close attention, you might have seen...

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May 29, 2020

Avoid COVID-19 Scams

by: Danielle Howard

Winston Churchill once said, “Never let a good crisis go to waste.” While many of us take time to reflect and alter plans during...

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May 26, 2020

Kaydan’s Commentary

by: Jim Kruzan, CFP®, CRPC®

THE MARKETS It was a good week for stock markets in the United States, but there was trouble in Asia. U.S. stock markets rallied last week. The Dow...

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May 18, 2020

Kaydan’s Commentary

by: Jim Kruzan, CFP®, CRPC®

THE MARKETS America is reopening, state by state. That’s welcome news for many businesses, but we’re far from business as usual. Last week’s...

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May 11, 2020

Kaydan’s Commentary

by: Jim Kruzan, CFP®, CRPC®

THE MARKETS The stock market is not the economy. It’s an important point to remember when headlines marvel that U.S. stock markets are moving...

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May 4, 2020

Kaydan’s Commentary

by: Jim Kruzan, CFP®, CRPC®

THE MARKETS There are signs COVID-19 may be in retreat. Last week, the Centers for Disease Control reported, overall in the United States, for the...

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April 27, 2020

Kaydan’s Commentary

by: Jim Kruzan, CFP®, CRPC®

THE MARKETS We live in interesting times. There is discussion about whether the saying, “May you live in interesting times,” is a blessing or a...

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April 24, 2020

2020 1st Quarter Capital Market Review

by: Danielle Howard

What a difference a few weeks can make! Watch the video below as Jim Kruzan, CFP®, CRPC® reviews the first quarter of 2020. Jim will discuss...

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April 20, 2020

Kaydan’s Commentary

by: Jim Kruzan, CFP®, CRPC®

THE MARKETS Last week’s economic data was about what you might expect in the midst of a virus crisis that has shut down businesses and forced...

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