A Decision Not Made is Still a Decision
https://vimeo.com/754301650 A Decision Not Made Is Still a Decision In this vlog, I would like to focus on the decision-making you have regarding your investments and/or finances. For those who…
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…
Stay invested – Don’t risk missing the market’s best days
https://vimeo.com/721597802 We at Kramer Wealth Managers want to provide some brief comments about the stock market and the volatility we have seen lately. Yes, we know it has declined quite…
The case for staying invested
https://vimeo.com/721598227 We at Kramer Wealth Managers want to provide some brief comments about the stock market and the volatility we have seen lately. Yes, we know it has declined quite…
Financial Management During COVID-19 with Dave Frank
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…
Investing In The COVID-19 Climate with Danny Lacey
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…
The CARES Act for Individuals
Financial advisor Stephanie Summers summarizes The CARES Act and some of the provisions for individuals including stimulus checks, unemployment insurance, student loans and more.
Market Update: March 13, 2020
https://youtu.be/4tqyOvPrGcs Transcript: Hopefully you already received and watched our February 28th market commentary about how COVID-19 has impacted our global economy. While it has only been a couple of…
Comparing Roth with Traditional IRA Plans
Roth vs. Traditional- Which one is right for me? Whether you contribute to an IRA, 401(k), 403(b), or TSP, most retirement plans offer you a choice between a Traditional…
