Featured Event:

September 19, 2019: 567 Social Security Workshop at 6:30 pm… learn more

Call Us

(800) 638-6900

Video

Categories

August 15, 2019

2019 Half-Time Report

by: Jim Kruzan, CFP®, CRPC®

The first quarter of 2019 has come and gone. We invite you to join us as we evaluate the economy, politics, and the financial markets in an attempt...

Read This Post

May 7, 2019

2019 1st Quarter Capital Market Review

by: Danielle Howard

The first quarter of 2019 has come and gone. We invite you to join us as we evaluate the economy, politics, and the financial markets in an attempt...

Read This Post

November 1, 2018

2018 3rd Quarter Capital Market Review

by: Jim Kruzan, CFP®, CRPC®

With 2019 closing in, we invite you to click on the video below and join us as we evaluate the economy, politics, and the financial markets in an...

Read This Post

October 16, 2018

Blooper Reel

by: Danielle Howard

Enjoying the new videos on our website? Take a sneak peek behind the scenes for some hilarious out takes and have a good laugh at our expense. Enjoy!...

Read This Post

October 8, 2018

Kaydan Name Origin

by: Danielle Howard

Ever wonder where to name Kaydan comes from? Have any guesses? Grab a tissue and let’s see if you are right. This short video will do all the...

Read This Post

September 28, 2018

Branding Sneak Peek

by: Danielle Howard

Over the past year, we’ve put a lot of thought and time into redesigning how we communicate with you. We want to make finding us, working with...

Read This Post

August 1, 2018

2018 Half-time Report with Jim Kruzan

by: Jim Kruzan, CFP®, CRPC®

We’re halfway through 2018. Are we smooth sailing? Listen in as we evaluate the economy, politics and the financial landscape in an attempt to...

Read This Post

April 19, 2018

1st Quarter Capital Market Review with Jim Kruzan

by: Jim Kruzan, CFP®, CRPC®

Please watch the video recording below to listen to our first quarter Capital Market Review for 2019. Commentary provided by Founder and Senior...

Read This Post

February 14, 2018

Understanding The New Tax Reform with Jim Kruzan

by: Jim Kruzan, CFP®, CRPC®

By now, the new Tax Cut and Jobs Act has been rolled out and many of you may be wondering how you might be affected. In an effort to help clarify the...

Read This Post