Thursday, 21 September 2017
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Year-End Tax Planning Could End With A

Year-end tax planning is usually like watching your favorite old Western one more time; you know it's going to end…

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Countdown To Retirement: Seven Steps To Get

Are you among the millions of Baby Boomers counting down the days to retirement? Before you move into the next…

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5 Estate Planning Steps To Benefit Your

Estate planning normally involves strategies to preserve wealth for a family's younger generation. But it may also involve elderly relatives-your…

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Foreign Intrigue In Estate Planning

Are you married to someone who isn't a U.S. citizen? If you are, special estate planning considerations may come into…

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The myRa Is Cut Short, But Other

The myRA is going the way of the VCR. Citing unsustainable costs, the Treasury Department has announced it is closing…

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6 Ways To Close The Retirement Gap

According to a recent article in The Washington Post, 71% of Americans aren't saving enough for retirement. If you're in…

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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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