Friday, 15 December 2017
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Tax Bill Drives Another Stock Market Record

The new tax law drove the stock market to another new record high close on Friday. Although it's not finalized…

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Seven Steps To Protect Yourself After Data

On September 7, 2017, one of the "big three" credit reporting agencies in the country dropped a bombshell. Equifax had…

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8 Opportunities To Save Tax Before It's

Despite the uncertainty about possible legislative tax changes, savvy taxpayers can still take steps to reduce their liability for this…

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Tax Relief For Disaster-Area Losses

If you reside in one of the areas recently devastated by a hurricane, wildfire or another natural disaster, or own…

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It's Hard To Beat The Annual Gift

The calls for tax reform are growing louder in Washington. Among other proposals, the Trump administration advocates a repeal of…

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Tax Reform Plan Puts The Squeeze On

When you sell securities, you have a choice about which ones to unload, which changes how they are taxed. But…

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KDM Has a Fresh Approach to Wealth Management

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.

Our proprietary investment approach was developed by our founder, Jeff Martin, a Chicago wealth manager. This investment methodology is detailed in his book Strategic Diversification: Retirement Planning That Works. It focuses on:

  • The long-term goals of our clients
  • Managing investment risks
  • Controlling costs

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.

Financial Planning Services

KDM Investment Management’s approach to investing is different from other Chicago wealth management firms. It was developed by founder and Chicago wealth manager Jeff Martin. Jeff spent years studying various investment methodologies. read more >

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KDM Blog

The U.K. voted to leave the European Union (EU) and stock markets around the world had a negative re...

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