Retail sales dropped sharply in December and business-owner optimism plunged but events in the Washington, D.C. overshadowed everything. Yet share prices of America’s blue-chip stocks did not drop very much and the consensus forecast of economists released today predicts a strong recovery for the next 21 months. Here’s the financial…
Act Before Hitting The Crossroad Of Fiscal And Tax Reality
U.S Government Covid aid to individuals and businesses is expected to raise the nation’s debt to about $28 trillion. For high- earning and high-net worth individuals now is your last chance to act before higher taxes are expected to be enacted in 2021.
Facebook, Apple, Amazon, Netflix, Google, and Microsoft - the six FAANGM stocks -- were the runaway leaders of the new bull market that began after stocks bottomed on March 23rd, but now the rally has broadened to the other 494 companies in the Standard & Poor’s 500. It’s good news.
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.