Featured Event:

June 16, 2023: 9th Annual Community Shred Event at 10:00 am… learn more

Form CRS Call Us (800) 638-6900



January 13, 2022

Capital Market Review: 4th Quarter 2021

Accelerating Over The Winter As we take a look back to review the final quarter of the 2021 capital markets, we also take a close look at what we...

Read This Post

August 2, 2021

Capital Market Review: Half-Time Report 2021

Headwinds on the horizon We may be coming out of a recovery but are headwinds on the horizon? Watch and listen below as Kaydan Wealth...

Read This Post

April 15, 2021

Capital Market Review: 1st Quarter 2021

Light at the end of the tunnel. Are we finally starting to see light at the end of the tunnel? Watch and listen below as Kaydan Wealth...

Read This Post

January 18, 2021

4th Quarter 2020 Capital Market Review

After the Storm: Investing in 2021 and beyond. Well, 2020 has finally bit the dust… or has it?  While 2020 is officially behind us,...

Read This Post

October 20, 2020

3rd Quarter 2020 Capital Market Review

2020: a global pandemic, a steep recession, emotional protests, and a heated election. Is it 2021 yet? This quarter, join in as Jim Kruzan, CFP®,...

Read This Post

July 28, 2020

Zooming Right Along

With Coronavirus cases on the rise, and more than half of us still working remotely, we continue to adapt to help ensure the safety and health of our...

Read This Post

July 21, 2020

2020 Half-Time Report

2020… Let’s just say it’s been one for the history books. In this year’s Half-Time Report, Jim Kruzan, CFP®, CRPC® reviews...

Read This Post

June 17, 2020

COVID-19 Update: Returning To The Office

We hope this update finds you and your loved ones in good health and enjoying some time outside now that summer has finally arrived. As you know,...

Read This Post

June 5, 2020

One For The Books

I love what I do! For 37 years, I have been blessed to be able to help clients with all things financial. Along the way, I (we) continue to make a...

Read This Post