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,…
Inflation: Back to the Future
https://vimeo.com/667859358 Inflation sometimes seems like one of those afflictions of an era long since passed into the history books. While it’s true that double-digit inflation has been absent for the…
Budget Diet for the New Year
https://vimeo.com/672458751 It’s almost the second week of February. Do you know why that date is significant? No- not Valentine’s Day. Research shows that by the second week of February, approximately…
Child Tax Credit
https://www.youtube.com/watch?v=PGKhUJ0LXAU Hello everyone, today’s vlog will cover the Child Tax Credit today. It is changed for 2021 only when the President signed the American Rescue Plan into law on March…
Choosing the Right Financial Professional – Tax Professionals
https://www.youtube.com/watch?v=zkCpqCxFwCU Many people are surprised to learn that there is no license required to be a tax preparer!! Anyone can call themselves a tax preparer and help fill out your…
Choosing the Right Financial Professional – Estate Attorneys
https://www.youtube.com/watch?v=huNawG9KSaE There are many attorneys that specialize in different areas of law. There are concentrations in corporate law, tax law, litigation, disability rights, family law, patent law, etc. etc. While…
Choosing the Right Financial Professional – Insurance Agents & Brokers
https://www.youtube.com/watch?v=wcPYXhHzIO8 Some insurance agents/brokers used to call themselves Financial Advisors or Financial Planners but they are no longer allowed under the SEC’s Best Interest rule that went into effect in…
Choosing the Right Financial Professional – Financial Advisors & Planners
https://www.youtube.com/watch?v=DiLDSKKMMD8 Hello everyone, there are many different types of professionals that our clients use as part of their financial team. This vlog will expand on different types of credentials and…
American Rescue Plan (Stimulus #3)
Now that the third stimulus package is being implemented, Kramer Wealth Managers covers the main points of the American Rescue Plan that may impact you. If you collected unemployment in…
