The threat of inflation is nothing like the double-digit affair of the 1970s, but it's still there. Dormant for years, inflation may seem irrelevant, but it remains a risk. Here's a short lesson for managing this risk.
The tax code overhaul brought a lot of changes, but for the estate tax, the most far-reaching result was what didn't happen. Chiefly, you didn't lose the capital gains break on inherited assets when they are sold.
Investing prudently requires understanding economic fundamentals. Here's some insight into current economic conditions and the kind of ongoing analysis required to manage wealth prudently for the long term over up and down economic cycles.
"Fake news" has exacted a high cost to American culture and political discourse, but the internet fakery that costs you time and money is phishing, emails diabolically aimed to trick even you into opening your personal data to crooks and miscreants.
KDM Investment Management is a Chicago Wealth Management firm that builds low-cost, diversified portfolios using index and passive investments. Each portfolio is designed based on our client’s objectives, time horizon and risk tolerance giving our clients the best opportunity of achieving their financial objectives.
In other words, we stay the course, and don’t jump from investment product to investment product. Using this approach, KDM has an advantage over many other financial advisors who may use cookie cutter portfolios filled with high-cost investments.
Or, perhaps a better way to say it would be that, with KDM Investment Management and Strategic Diversification, you’ll find an investment advisor in Chicago who ignores the noise; builds a portfolio tailored to you; helps you stay on track when emotions are running high; and provides you with a disciplined approach to grow your investments.