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.
Markets can turn on a dime. That’s the big lesson from Q2 2026, when a strong rebound in technology stocks pushed major indices sharply higher just months after a rough Q1. In the video above, Lisa breaks down what fueled the rally, how diversification paid off this quarter, and what could bring more volatility in Q3.
Click on the video above to read and/or watch the commentary in ASL.
In Case You Missed It…
We always share money tips, resources, and insights on our social media pages. Follow us at @kramerwealth and be sure you’re also connected with us on Facebook and LinkedIn. Check out some of our recent posts:
- We had fun asking each other some “Would You Rather” questions.
- If you’re wondering how long to keep your tax documents, we gave the low-down here.
- We discussed decumulation, something that most people don’t think about once they’re in retirement.
Featured Blog: What is a QCD and Should You Use One?
If you or someone you love is over 70½ and gives to charity, this one is worth reading. Our latest blog breaks down a little-known strategy called a Qualified Charitable Distribution. It’s a way to donate directly from your IRA, satisfy your required minimum distribution, and pay zero taxes on that amount, all at once. It’s one of those tools that can make a real difference in retirement, and most people don’t find out about it until years after they could have started using it.
The good news? It’s simple to set up. Head to our blog to learn more and find out if it’s right for your situation.
News and Events
Congratulations to Stephanie for getting her BFA!
We are thrilled and proud of Stephanie Summers, one of our Financial Advisors, who has completed her Behavioral Financial Advisor (BFA) designation! Stephanie is now equipped to support her clients with identifying emotional thoughts/decisions and making sure that their money decisions are most aligned with their long-term goals, not made impulsively.
NXT Conference by Osaic
Jeremiah, Danny, and Stephanie will represent Kramer Wealth Managers at the Osaic NXT Conference in Boston, Massachusetts, from April 29th to May 1st. The conference brings together financial professionals and technology leaders to explore innovations shaping the future of wealth management and financial planning.
See the photo below of our team with Ginger Hardy.
Shredding Day
Thousands of documents safely shredded. 700+ pounds of electronics recycled. Dozens of bags of clothing and household goods were donated. $300+ cash donations were collected for @deafDAWNinDC, and Momentum Coffee kept everyone fueled the whole way through. Thank you to every single person who came out to our Community Shredding Day. We’ll see you next time!
See the photo below of our team on Shredding Day!
Danny Lacey presented on Wills and Trusts to the LA Deaf Club
On April 18, Danny Lacey presented on Wills and Trusts to the LA Deaf Club. He walked through why these documents matter, what they do, and how families can use them to protect their wishes. We’re grateful for the chance to bring accessible estate planning education directly to the Deaf community.
ASL Glossary: Managed Account
A managed account is an investment account that is owned by an individual investor and overseen by a hired professional money manager. In contrast to mutual funds, which are professionally managed on behalf of many mutual-fund holders, managed accounts are personalized investment portfolios tailored to the specific needs of the account holder. With a mutual fund, the fund company hires a money manager who looks after investments in the fund’s portfolio and may alter the fund’s holdings in accordance with its objectives.
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.
