Welcome to the latest edition of Your Money Matters from Kramer Wealth Managers! Financial confidence is built through clarity, education, and partnership. This month’s issue includes lessons for the next generation, and a breakdown of what a market correction really means.
Let’s dive in and envision your future together.
Lisa Dewing, our Operations Manager, shares our financial market insights for the third quarter of 2025 in ASL. She covers how tech and AI led growth, what’s next for inflation and interest rates, and why diversification and balance remain key heading into Q4.
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:
- Raj Guettler joined our team as one of our Client Relations Specialists!
- We shared a list of ways to do a check in with your finances now that Fall is here.
- If you’re wondering what more we can do for you, check out our video covering our services.
Featured Blog: Fall Financial Check In: 5 Steps To Stay On Track Before The Year Ends
Before the year slips away, take a moment to make sure you’re still on track to reach your goals. From adjusting your budget after summer spending to making smart tax moves before December, a quick fall financial check-in can make all the difference. Our latest blog breaks down five simple steps to help you finish the year strong and step confidently into 2026.
Click here to read the blog and get started on your fall financial reset.
Also, check out our latest vlog explaining the tax changes and updates with the One Big Beautiful Bill Act (OBBBA).
News and Events
Team USA Takes On Tokyo!
Kramer Wealth Managers is proud to celebrate two of our own who will represent Team USA at the 2025 Deaflympics in Tokyo, Japan this November! Dave Frank will be the Head Coach of the Track and Field Team, and Raj Guettler is participating as a member of the Women’s Basketball Team. We’re cheering them on as they bring their leadership, teamwork, and passion to the international arena! Go Team USA!
Empowering Seniors Through Knowledge
This Fall, Jeremiah Thompson gave his presentation, “Estate Planning Basics,” during Deaf Asian Seniors Day, hosted by the Metro Deaf Asian Organization at the Northern Virginia Resource Center for the Deaf and Hard of Hearing (NVRC). We’re proud to support ongoing financial education in the Deaf community through accessible and inclusive learning opportunities.
Connecting Across Communities
Our team had a busy season attending several major events, including the Deaf Seniors of America (DSA) and National Black Deaf Advocates (NBDA) conferences, staying in touch with the communities we serve. KWM also joined Osaic’s annual ConnectED conference, where advisors nationwide joined to exchange best practices and explore emerging trends in wealth management. To top it off, we proudly marked Kramer Wealth Managers’ 40th anniversary in Kansas City, Missouri, celebrating four decades of financial guidance, trust, and community impact.
ASL Glossary: Yield
This is the ratio between the price paid for a certain investment and the income generated by the investment. For example, a stock trading at $100 per share, with a dividend that amounts to $5 per year, which is equivalent to a 5% yield. In this case, the yield would be 5%.
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.
