KDM Wealth Management

KDM Wealth Management KDM Wealth Management is a fee based investment management firm. Our mission is to help individu

KDM Investment Management is a Chicago-based 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.

Market declines understandably create temptation to change investment strategies. If you already have a diversified, lon...
07/08/2022

Market declines understandably create temptation to change investment strategies. If you already have a diversified, long-term plan, however, the best move is often to stay patient.

When the financial markets are in turmoil and account balances start to fall, there can be a strong temptation to attempt to “do something” to stem any perceived losses. Yet it is often the case that staying the course – or doing nothing – proves to be the better path.

Are we headed for a recession? The answer might not matter as much as you think
06/29/2022

Are we headed for a recession? The answer might not matter as much as you think

Just two years removed from the last US recession, negative stock returns and aggressive US Federal Reserve interest rate hikes have many investors concerned we are headed for another big “R”—if we’re not already there. But recessions are always identified with a lag. By the time one is call...

Bear markets are unsettling for all investors, but second guessing your investment plan during one can be costly
06/27/2022

Bear markets are unsettling for all investors, but second guessing your investment plan during one can be costly

When the financial markets are in turmoil and account balances start to fall, there can be a strong temptation to attempt to “do something” to stem any perceived losses. Yet it is often the case that staying the course – or doing nothing – proves to be the better path.

Investors can easily be tempted into attempting to time the market, especially in the midst of volatility. However, even...
06/24/2022

Investors can easily be tempted into attempting to time the market, especially in the midst of volatility. However, even one mistake in doing so can have a drastic impact on performance. Learn why long-term investing is a more worthwhile strategy➡️

The impact of missing just a few of the market’s best days can be profound, as this look at a hypothetical investment in the stocks that make up the S&P 500 Index shows. Staying invested and focused on the long termhelps to ensure that you’re in the position to capture what the market has to off...

Are We Headed for a Recession?
06/22/2022

Are We Headed for a Recession?

Just two years removed from the last US recession, negative stock returns and aggressive US Federal Reserve interest rate hikes have many investors concerned we are headed for another big “R”—if we’re not already there. But recessions are always identified with a lag. By the time one is call...

The silver lining of market declines? Historically, gains tend to follow.
06/13/2022

The silver lining of market declines? Historically, gains tend to follow.

Sudden market downturns can be unsettling. But historically, US equity returns following sharp downturns have, on average, been positive.

While the market can be unpredictable on a yearly basis, history shows that a long-term investment approach pays off
06/08/2022

While the market can be unpredictable on a yearly basis, history shows that a long-term investment approach pays off

Annual stock market returns are unpredictable, but “up” years have occurred much more frequently than “down” years in the US. That may be reassuring to investors, especially if they find market downturns unsettling.

It can be tempting to try and time the market, especially during down markets. However, missing just one of the market's...
06/01/2022

It can be tempting to try and time the market, especially during down markets. However, missing just one of the market's best days can have long-lasting effects on your portfolio

The impact of missing just a few of the market’s best days can be profound, as this look at a hypothetical investment in the stocks that make up the S&P 500 Index shows. Staying invested and focused on the long termhelps to ensure that you’re in the position to capture what the market has to off...

05/25/2022

NEW BLOG: Worried About Stocks? Why Long-Term Investing Is Crucial

We are living in a time of extreme uncertainty and the anxiety that comes along with it. Against the backdrop of war, humanitarian crisis, and economic hardship, it’s natural to wonder what effect these world events will have on our long-term investment performance.

The news is full of dire predictions about the market, but should you care?
05/23/2022

The news is full of dire predictions about the market, but should you care?

Barron’s annual surveys of financial strategists is the perfect tool to judge the predictive abilities of Wall Street’s best minds. Every year since 2006, the survey asks leading strategists from financial institutions like Goldman Sachs, J.P. Morgan, and Morgan Stanley to predict how the S&P 50...

Down markets are understandably scary for investors. However, sticking with your investment plan through market downturn...
05/20/2022

Down markets are understandably scary for investors. However, sticking with your investment plan through market downturns can pay off big time over the long term

Sudden market downturns can be unsettling. But historically, US equity returns following sharp downturns have, on average, been positive.

Address

321 Stevens St, Ste R
Geneva, IL
60134

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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