Kramer Wealth Managers @KramerWealth
Securities and Investment Advisory Services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is not affiliated with Kramer Wealth Managers kramerwealth.com Frederick, MD Joined March 2012-
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Check out our latest market commentary covering the first quarter of 2023. kramerwealth.com/quarterly-mark…
Social media has become a popular platform for sharing financial tips and advice. But how do you know if the information you see there is reliable? kramerwealth.com/be-wary-of-usi…
Wishing you and your family a blessed Easter! #happyeaster #risen
Investors were forced to navigate a tricky first quarter of 2023, having to contend with corporate earnings, shifting monetary signals, and troubles in the banking sector. library-messages.com/8afb9237-a887-…
SECURE Act 2.0", we cover expanded Roth options within retirement plans. If you have an employer-sponsored retirement plan through work or self-employment, you'll want to watch this to help determine if you should take advantage of this new feature. kramerwealth.com/secure-act-2-0…
Investors maintained an anxious eye on the Fed over worries it would maintain its tight monetary posture due to ongoing inflation. library-messages.com/8afb9237-a887-…
As a follow up to our recent post about Stephanie's visionary talk at the Advisor Group W Forum conference, here is a video of the full talk: vimeo.com/798894127/be30…
Share your thoughts with us! What information or topics you would like for us to share more? Would you be interested in webinars or vodcasts with Q&A sessions? Would you like to submit your questions to us and we can answer your questions through a vlog?
As we previously announced, there are numerous changes coming in 2024 under the Secure Act 2.0. This is part of a series of vlogs to highlight each of these changes. This one relates to the new ability to rollover funds from a 529 plan to a Roth IRA. kramerwealth.com/secure-act-2-0…
Stephanie Summers was honored to be selected as one of the 2023 Visionaries at Advisor Group's W Forum, a national conference of female financial professionals. She gave an inspiring talk in the style of TED-talks on "The Power of Being Heard"
Our Kansas natives, Jeremiah Thompson and Tanna Jo Baldridge, face off against our Philadelphia native, Danny Lacey for SUPERBOWL. Who do you think is going to be coming to the office on Monday morning with disappointment??
If the market volatility causes your emotions to run high, we want to share five tips from AIG to help you to manage your emotions. kramerwealth.com/emotions-and-y…
Investors showed a buying mood in January with stocks rallying due to moderating inflation, a better-than-feared earnings season, and healthy economic data. library-messages.com/8afb9237-a887-…
Kramer Wealth Managers was recently featured in the Frederick News Post. Check it out here.. fredericknewspost.com/news/economy_a…
There are approximately $1,350,000,000,000 in "forgotten" 401k plans out there. Is yours part of that number? kramerwealth.com/the-forgotten-…
**NEW TAX LAW ALERT!** kramerwealth.com/secure-act-2-0…
Please join us in congratulating our New Business Administrator, Colleen Smith, for passing her FINRA Series 7 General Securities Representative Exam yesterday!!!
“But I want you to be the first in love, first in moral excellence, and first in generosity.” – Martin Luther King Jr. #mlk #martinlutherking
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Social Security @SocialSecurity
174K Followers 145 Following Official posts from @SocialSecurity. SSA reposts and follows are not endorsements.
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