Latest Vlog

Current Scam Trends: What to Watch For in 2026
October is Cybersecurity Awareness Month, and it’s a good reminder that scams don’t look the way they used to. Technology has made it easier than
Quarterly Market Insights: 1st Quarter of 2025
Hello everyone, and welcome back to our quarterly market update. I’m Danny Lacey, and today we’re diving into what happened during the first quarter of

Financial Mistakes to Avoid in Your 30s, 40s, and 50s
Financial planning isn’t just about making money—it’s about making the right decisions at the right time. Each decade of life presents new opportunities and challenges,

What You Need to Know About Tax Laws Expiring in 2025
2025 is well underway, and at Kramer Wealth Managers, we believe it’s important to be aware of key changes that could impact your financial planning.
Quarterly Market Insights: 4th Quarter of 2024
Happy 2025! We hope your year is off to a great start. Traditionally, our annual market recap blog highlights what happened in the markets and

FAFSA Filing Tips—How Misreporting Assets Can Cost You Thousands
Filing the Free Application for Federal Student Aid (FAFSA) can feel overwhelming, and it’s easy to make small mistakes that can have big consequences. According

Boost Your Wealth Potential Before the New Year
The new year is just around the corner, and now is the perfect time to give your finances a boost. While it’s easy to let