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...
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...
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...
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...
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...
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 &...
December 31, 2019
Kaydan Connection: December 2019
by: Danielle Howard
Click here for the full KaydanConnection_Dec2019. (preview...
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...
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....