AI Explained: Hype vs. Reality | A Conversation with Stephen de Man, Dimensional Fund Advisors
AI is everywhere in the headlines — but how much is hype, and what’s real? Stephen de Man of Dimensional Fund Advisors joins Kent Kramer to explore AI’s history, opportunities, risks, and how to start...
18 Elo 202544min
2025 Estate Planning: Tax Updates, Key Documents, & Important Conversations
This month, Ashlee Vieregger joins Kent Kramer to explore how the new tax law could impact your estate plans. Learn about the new $15M exemption, charitable giving changes, essential documents, and wh...
14 Heinä 202528min
5 Market Downturns and the Surprising Lessons We Learned
This month, Kent Kramer tackles the question, 'Is it different this time?' by analyzing what’s different and what's the same in market downturns. He discusses historical market declines, the catalysts...
16 Kesä 20259min
How Much Income Do I Need in Retirement?
How much will you really need in retirement? And how do you make it last? This month, Kent Kramer and Marcus Iwig discuss forecasting expenses, managing investments for income, and handling life's cur...
19 Touko 202522min
"Am I Ok" Income Planning & Portfolio Preparedness
Market periods like these have a way of making virtually everyone ask the questions, "Am I okay? Is my financial plan going to survive these latest seismic events?" This week, Kent Kramer looks at his...
14 Huhti 202513min
Tariffs, Turmoil, and Market Decline
What's the rationale behind the steep new US tariffs and what does that mean for an investor's portfolio? What can or should we do as investors? In this special edition Financial Perspectives, Kent ...
7 Huhti 202512min
The Troubles with Tariffs
How do tariffs impact your investment portfolio? This month, Kent Kramer discusses the latest tariff policies, market volatility, and why diversification is key to managing uncertainty.Subscribe & Con...
17 Maalis 202512min
What Moves the Market? A Conversation with Vanguard
Join Kent Kramer for an interview with Vanguard Senior Portfolio Specialist Bill Puggini about Vanguard’s views on what may move markets in 2025 and beyond. 2025 is full of potential risks and rewards...
17 Helmi 202529min
