MoneyMattersTM Educational Webinars Replays:

Pension Lump Sum

CEO Update: Market & Strategy Outlook for 2019

GM Voluntary Severance Program and Lump Sum Decision

Planning for Social Security

Learn About Mainstay CompassTM

Tax Savings Strategies

Optimizing Your Retirement Income with a Roth IRA Conversion Strategy

 

MoneyMattersTM Topics:

Social Security
Estate Planning
Protecting Your Identity
Health Care in Retirement
Planning for College
Life and Long-Term Care Insurance
Pension Lump Sum Decision

Featured Speaker: David Kudla

David Kudla conducting an educational seminar in Grand Rapids, MichiganDavid Kudla is founder, CEO, and Chief Investment Strategist of Mainstay Capital Management, LLC, a fee-only, independent, Registered Investment Advisor with more than $2.5 billion under management. He has been ranked by Barron’s as one of the “Top 100 Independent Financial Advisors” in the country for the past ten years, and in the top 25 the past five years. Mainstay is recognized by Investment News as a “Top 30 Financial Planning Firm” nationwide. David is a contributing writer for Dow Jones and Forbes. He is also President and Executive Editor of FIA Publishing, LLC, which publishes the “401k Investor” series of investment advisory newsletters. David regularly speaks at national conferences, conducts educational seminars, writes articles about retirement planning and investing, and advises thousands of workplace savings plan participants. His insights into investments, the financial markets, and retirement planning are often sought out by prominent media sources worldwide. David has earned his Certificate in Financial Planning and two postgraduate degrees, including a Masters Degree in Management at Stanford University. He holds three U.S. patents and has a patent pending for Mainstay Capital Management's proprietary Waypoint Retirement Planning SystemTM. As part of his philanthropic activities, David is the Founder and Executive Director of the ENGAGE® Undergraduate Investment Conference, the most prestigious and largest annual student stock pitch competition and conference in the world. David is an Adjunct Professor and serves on several university advisory councils. He is a member of TD Ameritrade’s NextGen Advisory Board and serves on Guggenheim Investment’s RIA Advisory Board. David is currently listed as one of the “Top 20 Most Social Financial Advisors in the U.S.” as ranked by BrightScope’s Social Media Influence Rank.

Mainstay conducts free on-site educational seminars on a regular basis to educate employees and retirees on how to better utilize their 401(k) plan. This includes explaining how the financial markets impact their investments, strategies for managing their 401(k) and other investment accounts, understanding investment portfolio risk and diversification, new tax law changes impacting their 401(k) and IRAs, as well as a range of retirement planning and investing topics.

To complement our on-site seminars, we also conduct online interactive seminars or "Webinars". This service allows us to conduct live, interactive seminars anywhere at anytime. These Webinars are free of charge and include a "live" question and answer session.

 


Schedule a Seminar at your location


Schedule a Webinar at your location

 

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"Automotive workers seek advice on buyouts"

 

 

 

 

 

 

 

 

 

 

 

 

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Important Consumer Disclosures

Mainstay Capital Management, LLC is an investment advisor registered with the Securities and Exchange Commission. Due to various state regulations and filing requirements, Mainstay and its representatives may only provide investment advisory services in those states in which it is first appropriately registered or otherwise exempt or excluded from registration requirements. The purpose of this website is to provide the public with general information about the services offered by our investment management firm. Mainstay does not render personalized investment advice or services or effect, or attempt to effect any securities transactions, on this website. Our firm continuously monitors its filing requirements in all states, and will provide individualized advisory services only in accordance with various state regulations. Mainstay does not make any representations or warranties as to the accuracy, completeness, or relevance of any information prepared by any unaffiliated third party provider, whether linked to Mainstay's website or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

 

Disclosure Information - Rankings and Awards

Barron's Magazine - Top 100 Independent Wealth Advisors

According to Barron’s: The rankings are based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross‐checks with securities firms and conversations with individual advisors. The formula Barron’s uses to rank advisors is proprietary. It has three major components: assets managed, revenue produced and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. The quality of practice component includes an evaluation of each advisor’s regulatory record. The data is based on one fiscal year (7/1/22 - 6/30/23) and appeared in Barron’s on 9/18/23.


Schwab IMPACT Awards®

The Charles Schwab & Co., Inc.’s IMPACT Awards® program recognizes excellence in the business of independent financial advice. Nominees are evaluated and selected by a panel of prominent leaders from both the business world and the financial services industry. Mainstay Capital Management does use Charles Schwab to custody certain client assets, however there was no direct compensation provided to be nominated for this award. Mainstay Capital Management received this annual award on November 15, 2017.