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...
June 16, 2023: 9th Annual Community Shred Event at 10:00 am… learn more
January 13, 2022
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...
August 2, 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...
April 15, 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...
January 18, 2021
After the Storm: Investing in 2021 and beyond. Well, 2020 has finally bit the dust… or has it? While 2020 is officially behind us,...
October 20, 2020
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®,...
July 28, 2020
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...
July 21, 2020
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...
June 17, 2020
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,...
June 5, 2020
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...