Monday, 19 February 2018
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The New Tax Law Gives Roth Converters

Retirement savers, give thanks! The recently passed tax plan doesn't harm you - much. Congress, for instance, did not lower…

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Bad News: The New Tax Law Curbs

Your home is a castle, as the politically correct version of the adage goes, but the bad news is that…

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What's Driving Stocks And How It Affects

The new tax law is boosting the economy more than initially thought. After the election of November 2016, the Standard…

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You Don't Need Perfect Knowledge To Invest

If you had the power to predict which one of 12 types of investments representing wide range of assets was…

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Stock Prices Corrected 11.8% Before Rallying Sharply

From its all-time closing high two weeks earlier, investors on Friday had corrected their valuation of stocks in the Standard…

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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

Investors are always looking for investments that provide a higher return.  Mutual fund perform...

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