Your Money Matters: Q2 2024

Your Money Matters: Q2 2024

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 on your financial journey. Let’s dive in and envision your future together.

Financial Advisor Danny Lacey shares our financial market insights for the second quarter of 2024 in ASL. Key points include news from the Federal Reserve and financial implications of tensions in the Middle East. 

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In Case You Missed It…

Kramer Wealth Managers is on Instagram! Follow us at @kramerwealth and be sure you’re also connected with us on Facebook and LinkedIn. Here are some of our recent posts:

  • Our followers loved our Financial Mythbuster series, where we debunk finance myths and introduce each member of the KWM team!
  • We had a great post on the benefits of early retirement planning.
  • The “This or That” investment edition highlighted different types of investments you can make.
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Featured Blog: Financial Wellness Checkup – Are You On Track?

Are you on track for a secure retirement? Our latest blog post provides a retirement savings checkup tool to help you assess your financial health. Discover common retirement misconceptions and learn how to use our tool to determine your target savings amount. Don’t wait, take control of your financial future today!

Also, check out our May blog post about navigating FAFSA delays and tips you can use.

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News and Events

 

Community Involvement: Financial Wizards

Stephanie Summers, one of our financial advisors, represented Kramer Wealth Managers at Financial Wizards, a week-long summer program at Gallaudet University and the National Technical Institute of the Deaf, for deaf or hard-of-hearing students entering 10th, 11th, and 12th grade. The program aims to enhance their financial literacy skills and provides an opportunity to explore various careers in finance and administration.

We Painted Chicago Red with KWM! 

Stephanie also presented a workshop and hosted several Meet-Ups at the NAD Conference in Chicago this past July! Stephanie has a passion for empowering financial wellness for all, and loved connecting with Conference attendees.

Fresh from the Future: Osaic Wealth NXT Insights

Danny, Stephanie, Jeremiah, and Lisa recently returned from the Osaic Wealth NXT conference in New Orleans, a powerhouse event exploring the cutting edge of wealth management. We’re buzzing with innovative strategies to help YOU achieve your financial goals by leveraging new insights to navigate market volatility and optimize your investments.

ASL Glossary: Funds

Funds such as mutual funds, closed-end funds, and exchange-traded funds, pool money from many investors and invest it according to a specific investment strategy. Funds can offer diversification, professional management and a wide variety of investment strategies and styles. But not all funds are the same.

Visit our ASL Library to learn about other finance terms in ASL!

Envision Your Future with Kramer Wealth Managers! Stay up-to-date with our recent blog posts and resources and follow us on social media for more updates and tips.

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