https://www.youtube.com/watch?v=wcPYXhHzIO8 Some insurance agents/brokers used to call themselves Financial Advisors or Financial Planners but they are no longer allowed under the SEC’s Best Interest rule that went into effect in…
https://www.youtube.com/watch?v=DiLDSKKMMD8 Hello everyone, there are many different types of professionals that our clients use as part of their financial team. This vlog will expand on different types of credentials and…
Now that the third stimulus package is being implemented, Kramer Wealth Managers covers the main points of the American Rescue Plan that may impact you. If you collected unemployment in…
https://www.youtube.com/watch?v=ZQOMLu-fiNc&feature=youtu.be 2020- Wow, what a year! Over the past one year, we have endured a global pandemic, mass layoffs, a sinking economy, and a contentious presidential election. Our lives and…
https://youtu.be/u25QXhRcaCo Hi, I’m Lee Kramer, Founder of Kramer Wealth Managers. We were established in 1985- 35 years ago! I want to talk today about how President-elect Biden’s plans may affect…
https://www.youtube.com/watch?v=1ix6WD6i634 With less than a month left before election day, the election is top of mind for voters and investors alike. How much do elections impact the stock market and…
Like so many others, we are deeply disturbed, infuriated, and saddened by the murders of George Floyd, Ahmaud Arbery, and Breonna Taylor, and many other senseless killings before them. We…
Hi, I’m Dave Frank, a Financial Advisor with Kramer Wealth Managers. I know we are all in a difficult situation right now. The important thing is to take control of…
With today’s market volatility and the economic slow down everywhere, it always leads to the question, is now a good time to invest? Or is now a good time to…
