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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...

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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!...

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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...

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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...

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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...

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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...

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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...

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January 18, 2018

2018 Forecast with Jim Kruzan

by: Jim Kruzan, CFP®, CRPC®

Listen as Jim Kruzan, CFP®, CRPC® weighs in on the close of 2017, where we are now, and what he thinks 2018 has in...

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June 6, 2016

Social Security: By the Numbers

by: Jim Kruzan, CFP®, CRPC®

Listen in as Jim Kruzan, CFP®, CRPC® covers the basics of Social Security and innovative strategies to help maximize your benefits. Get answers to...

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