Last Chance For Pre-Retired Professionals & Biz Owners
The stock market was volatile again last week but a more important news story affecting your wealth is an opportunity pre-retiree professionals and business owners should know about before passing up. This is like a highway exit you may not want to miss.
Converting to a Roth IRA is appealing if you think Federal taxes will go up, but now carries a new risk. Roth conversion is still a good idea but it's important to understand how the rules changed and could come into play.
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.