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…
Be Wary of Using Information From Social Media to Make Your Financial Decisions
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…
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.…
Emotions and Your Money
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…
SECURE Act 2.0 – RMD
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…
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…
Investments for Your Children: 529 Plans and ABLE Accounts. By Lee Kramer
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…
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…
I thought bonds were “safe” so why are they dropping like stocks?
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…
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,…
