Barron’s
Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 6,186 individual advisors and theirfirms and include qualitative and quantitative criteria. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities. The ranking may not be representative of anyone client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Kaydan Wealth Management, Inc. does not pay a fee in exchange for this award/rating. Barron’s is not affiliated with Kaydan Wealth Management, Inc.
Forbes
SHOOK does not receive compensation in exchange for its Top Advisor placements or rankings, which are determined independently (see methodology). Participation in this directory is limited to ranked advisors; once placed on a ranking, advisors may choose to pay fees to Forbes and Shook for premium listing features as indicated by highlighted names. Investors must carefully choose the right advisor for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.shookresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Forbes is not affiliated with Kaydan Wealth Management, Inc.
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February 28, 2022
Market Update
A Market Update with Jim Kruzan, CFP®, CRPC®
In consideration of the current geopolitical issues concerning Russia and Ukraine and the effects they may have on global financial markets, Jim Kruzan, CFP®, CRPC® recorded a quick market update.
Points of interest include:
Additionally, the Government has warned of the increased potential for cyber threats. In an attempt to help all of you stay vigilant and maintain your cybersecurity, we share a few helpful reminders.
Watch the video below for Jim’s full comments and tips.
Sources:
“Recovering From a Market Downturn.” Columbia Threadneedle Investments.
“Anatomy of a Recession Risk Dashboard.” ClearBridge Investments Limited.
Disclosures: *Change in DJIA during the period indicated in the “Reaction Dates” column. Past performance does not guarantee future results. It is not impossible to invest in an index. The information contained in this report does not purport to be a complete description of the securities, markets or developments referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Any opinions are those of James B. Kruzan.
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