Quarterly Market Insights: Q1 2023
https://vimeo.com/816977032 Quarterly Market Insights: Q1 2023 Hello everyone, we would like to share some market insights about the past quarter. During the first quarter of this year, stocks within US…
What’s Going On With The Banks, Silicon Valley Bank and Signature Bank?
https://vimeo.com/808788128 Hello, everyone. We wanted to share a quick update with all of you about Silicon Valley Bank (SVB) and Signature Bank. I would like to share about SVB first.…
Quarterly Market Insights: Q4 2022
https://vimeo.com/788023290 We, Kramer Wealth Managers, want to take the opportunity to share our market insights for the fourth quarter of 2022. Stocks ended a volatile fourth quarter with a slight…
IRS Announces New Limits for 2023
https://vimeo.com/768184536 Yesterday, the IRS announced increased limits for retirement plan contributions for 2023 for both employer-sponsored plans and individual retirement accounts. Employer Sponsored Plans (401k/403b/TSP/457) The maximum increased from $20,500…
Quarterly Market Insights: Q3 2022
https://vimeo.com/761181649 Hello everyone, Kramer Wealth Managers would like to take the opportunity to share some market insights about what happened in the past quarter. This focuses on 3rd quarter of…
Don’t Panic – A Bull Case For Equities
https://www.youtube.com/watch?v=wtjxpqWTYoI Overview: Both stocks and bonds are off to one of their worst starts to the year in history. The S&P 500 Index declined -12.92% through the end of April,…
Choosing the Right Financial Professional – Tax Professionals
https://www.youtube.com/watch?v=zkCpqCxFwCU Many people are surprised to learn that there is no license required to be a tax preparer!! Anyone can call themselves a tax preparer and help fill out your…
Choosing the Right Financial Professional – Estate Attorneys
https://www.youtube.com/watch?v=huNawG9KSaE There are many attorneys that specialize in different areas of law. There are concentrations in corporate law, tax law, litigation, disability rights, family law, patent law, etc. etc. While…
Choosing the Right Financial Professional – Insurance Agents & Brokers
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…
Choosing the Right Financial Professional – Financial Advisors & Planners
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…
