2023 Market Recap
https://vimeo.com/905681709/d7fb56a448 Hello everyone! We wanted to share this recap and review what happened in the markets in 2023. You might recall at the beginning of the year, there was a…
Q2 2023 Market Commentary
https://vimeo.com/844653547?share=copy Hello, it’s hard to believe that it’s the 2nd quarter of 2023 which means we are now half way through the year! We hope you all are staying cool…
SECURE Act 2.0: Student Loan Matching
https://vimeo.com/842556579?share=copy This is our sixth vlog about the changes to retirement plans under the SECURE Act 2.0 which became law in December 2022. You can find all of the other…
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…
