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We’re honored to share some exciting news: Jim Kruzan, CFP®, CRPC®, Founder and Senior Wealth Advisor...
How does your savings strategy impact your financial future, particularly with tax season looming and new...
Starting the year with financial resolutions is common, but making them stick is the real challenge....
A month into 2025, and the financial markets are showing us a little bit of everything—a...
The New Year is here and we’re taking a moment to reflect on the markets and...
The start of a new year is the perfect time to refocus on what truly matters....
Happy New Year! As we step into 2025, it’s the perfect time to revisit your tax...
Happy Holidays from All of Us at Kaydan Wealth Management As we reflect on the past...
It’s time to reflect on the invaluable insights from the very best episodes throughout the...
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 Market & Economic Update – Broadening Beyond the Magnificent Seven?
As we step into a new month, it’s time to take a 30,000-foot view of the...