Latest Vlog
Financial Moves When Faced with Terminal Illness
A terminal illness brings many hard moments. Along with medical care and family time, there are also important financial tasks to think about. Taking care
Quarterly Market Insights: 3rd Quarter of 2024
Transcript: Hello everyone, I will share the quarterly market insights for Q3 2024. Stocks posted solid gains in the third quarter as investors welcomed the
Benefits of Working with a Financial Advisor: Your Path to Financial Freedom
Navigating the world of personal finance can be overwhelming, but you don’t have to do it alone. A financial advisor can be your guide, helping
US Presidential Elections and Investments: Focus on the Long Haul
Presidential election years can bring heightened market volatility as investors grapple with potential policy shifts. This stems from investor uncertainty surrounding potential policy changes by
August 6, 2024 Stock Market Update
There has been a lot of chatter in the news about the stock market last week and yesterday and we just wanted to give a
Quarterly Marketing Insights: 2nd Quarter of 2024
Transcript: Hi, it’s Danny Lacey with Kramer Wealth Managers. Today, I’m here to share the quarterly market insights for Q2 2024. Stocks lost ground in
Financial Wellness Checkup: Are You on Track?
As life unfolds, so do your financial needs and goals. From starting your career to planning for retirement, it’s essential to periodically assess your financial
