https://vimeo.com/1128345678/99f6d03569?fl=ip&fe=ec Quarterly Market Insights: 3rd Quarter of 2025 Hello everyone, and welcome to our Q3 2025 Market Update! We hope your fall season is off to a great start. This…
The recently passed One Big Beautiful Bill Act (OBBBA) brings major updates to taxes, deductions, and savings plans. Whether you're planning your estate, saving for your children, or preparing for…
https://vimeo.com/1098537706/51379f620cHello and welcome to our Q2 2025 Market Update. We hope your summer is off to a great start. This quarter gave investors a lot to talk about—with big moves…
https://vimeo.com/1072568913/99032d2fac?share=copy 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 2025 and—more importantly—what it…
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, and avoiding common financial pitfalls…
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. Several tax laws introduced under…
https://vimeo.com/1046532534/69a2a330bc?ts=0&share=copy 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 economy over the past…
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 money matters slip during the…
In the latest tax bracket updates, the IRS announced an approximate 2.8% inflation adjustment for 2025 that will slightly raise income thresholds across federal tax brackets. This means that taxpayers…
Choosing the Right Financial Professional: Which One Fits Your Needs? Understanding the credentials and roles of financial professionals is crucial for making informed decisions and ensuring your financial needs are…
