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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November 8, 2024
October Market and Economic Update
October Market and Economic Update Recording Now Available
Our October Market and Economic Update recording is now available. There’s been a lot happening over the course of the last month and with the election last week. With macroeconomic data continuing to weaken, indicators are increasingly pointing toward a potential recession. In this update, Jim Kruzan, CFP®, CRPC®, offers his perspective on where he believes we are in the market cycle and what the current data suggests for the future.
This update covers:
We will continue to monitor the data closely and adjust as needed. We encourage you to watch the update and reach out to your Wealth Advisor if you have any questions or would like to discuss these insights in the context of your financial plan.
Watch the October Market and Economic Update Recording Here
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