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...
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...
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...
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!...
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...
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...
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...
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...
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...