https://vimeo.com/804631151 Hello everyone, we would like to remind all of you that everything you see on social media regarding finances, investments, advices, insurances, etc. does not mean it is…
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.…
https://vimeo.com/781939790 Emotions and Your Money Investing in the stock market can sometimes feel like riding a rollercoaster, full of ups and downs. There’s the thrill and excitement when the market…
https://vimeo.com/788008872 SECURE Act 2.0: Required Minimum Distribution (RMD) On December 23, 2022, the Congress passed the SECURE Act 2.0 to upgrade the Setting Every Community Up for Retirement Enhancement…
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…
https://vimeo.com/754301495 Should you consider 529 plan or ABLE account for your child with a disability? Parents want to do what is best for your child. Of course, you want to…
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…
https://vimeo.com/716614548 First, it should be noted that we already recently released a blog/vlog focusing on the stock market. This blog/vlog will focus on bonds. Historically, bonds have long been considered…
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,…
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…
