Reason No. 7 To Hire A Financial Professional: Rebalancing

There are many reasons why professional advice may be best for managing your financial situation. Here's the No. 7 reason.

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A Framework For Investing For Life

Modern Portfolio Theory, or MPT, is a framework for investing. It provides part of the intellectual underpinning of our firm's approach to managing investments. So, it is important to explain it periodically.

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Despite Gloomy Jobs Report, The Economic Outlook Remains Bright

The rate of unemployment fell by four-tenths of 1% in September, the U.S. Bureau of Labor Statistics reported Friday, but only 194,000 new jobs were created, far less than the 500,000 expected.

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Are The Five Stocks Driving The Market's Great Returns Overvalued?

Including dividends, the S&P 500 Total Return index, in the five years ended September 30, 2021, gained an astonishing +118%, an average annual growth rate of nearly 24%! That’s more than double the stock market's long-term annual total return of approximately +10% going back 200 years, as described by Wharton…

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KDM Blog

Contributing to a health savings account (HSA) can be a powerful retirement savings tool for inves...

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KDM Investment Management Inc
321 Stevens Street, Suite R
Geneva, IL 60134
Phone: 630-232-9097
Email: jeff@kdminvest.com