How Elections Move Markets in Five Charts
https://www.youtube.com/watch?v=1ix6WD6i634 With less than a month left before election day, the election is top of mind for voters and investors alike. How much do elections impact the stock market and…
Financial Management During COVID-19 with Dave Frank
Hi, I’m Dave Frank, a Financial Advisor with Kramer Wealth Managers. I know we are all in a difficult situation right now. The important thing is to take control of…
Investing In The COVID-19 Climate with Danny Lacey
With today’s market volatility and the economic slow down everywhere, it always leads to the question, is now a good time to invest? Or is now a good time to…
The CARES Act Individual Payments
The government announced that they will start distributing stimulus checks to everyone. We will explain how it is determined and the amount. Each person will get up to $1,200, depending…
The CARES Act for Individuals
Financial advisor Stephanie Summers summarizes The CARES Act and some of the provisions for individuals including stimulus checks, unemployment insurance, student loans and more.
Market Update: March 13, 2020
https://youtu.be/4tqyOvPrGcs Transcript: Hopefully you already received and watched our February 28th market commentary about how COVID-19 has impacted our global economy. While it has only been a couple of…
Coronavirus and the Global Stock Market
https://youtu.be/g0LUXVfhalE This was a communication sent to our clients last week about the coronavirus and its impact on the global financial markets. ------- Video Transcript If you’re following the news,…
Comparing Roth with Traditional IRA Plans
Roth vs. Traditional- Which one is right for me? Whether you contribute to an IRA, 401(k), 403(b), or TSP, most retirement plans offer you a choice between a Traditional…
Six Situations When You Need A Financial Advisor
Many people envision a financial advisor as someone who can give financial advice, especially when it comes to investing. While we certainly do that, it is only PART of…
Tax savings after 70
https://www.youtube.com/watch?v=7O2B70S5bCw&feature=youtu.be The Congressional Joint Committee on Taxation estimates that almost 90% of taxpayers will use the standard deduction when they file their taxes this April 15thdue to the increased standard…
