Is Life Insurance Worth It? What to Know Before You Decide
September is Life Insurance Awareness Month. It's a good time to ask a question a lot of people avoid: Do I actually need this, and is it worth what I'd…
September is Life Insurance Awareness Month. It's a good time to ask a question a lot of people avoid: Do I actually need this, and is it worth what I'd…
https://vimeo.com/1209521766/c1c18ffd76?share=copy&fl=sv&fe=ci Market Update: Q2 2026 Hello! I’m happy to share our stock market update for the last quarter, Q2 2026. After the first three months of 2026 saw sharp declines…
https://vimeo.com/1181938094/a1d19425e5?share=copy&fl=sv&fe=ci Market Update: First Quarter of 2026 Hello everyone, and welcome to our Q1 2026 Market Update! Markets started the year with optimism, but the first quarter ended as one…
Welcome to the latest edition of Money Matters from Kramer Wealth Managers! We're thrilled to share the latest insights and updates from this past quarter, designed to keep you informed…
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…