by Kimkramer | Dec 28, 2022 | Recent Post
2022 Year in Review view all blog post " 2022 Year in Review 2022 was a challenging year in the markets driven by the Federal Reserve raising interest rates at the fastest clip in over 40 years. These rate hikes brought the Fed Funds rate to its highest level in over...
by Kimkramer | Nov 30, 2022 | Investment Changes, Recent Post
November 2022 Investment Changes view all blog post " November 2022 UPDATES We repositioned a portion of our shorter-term bond funds into money market funds. WHY? Attractive short-term yields with minimal interest rate risk due to the recent Fed rate hikes. We...
by Kimkramer | Sep 7, 2022 | Home Page, Investment Changes, Recent Post
September 2022 Investment Changes view all blog post " September 2022 UPDATES We reduced our exposure to infrastructure oriented companies, re-positioning these assets into Mid-Cap Value companies. This decreases our concentration to Industrials and Materials sectors,...
by Kimkramer | Mar 1, 2022 | Recent Post
Roth Conversions Explained view all blog post " Should You Consider a Roth Conversion? A Roth conversion refers to the process of moving money from a traditional pre-tax retirement account (IRA or 401K) into a Roth IRA account. This process triggers ordinary income...
