Hosted by Victor Schramm CFS®, CAS®, AIF®Class: Art & Wealth Management I'm going to be teaching a class about Art & Wealth Management. Over the years, I've encountered folks who own a fair amount of art (and a fair amount of wealth, sometimes at the same time). I've also been studying the subject of art [...]
Hosted by "Chaim" Victor Schramm CFS®, CAS®, AIF® & Pablo K. LashaEarnings Recession There's been a sell-off in many US Markets. In US Growth Stocks, the NASDAQ is down The first phase of the sell off in US Markets 30% Year to Date. US Large Cap Stocks as gauged by the S&P 500 index are [...]
Hosted by Victor Schramm CFS®, CAS®, AIF® & Pablo K. LashaToday's Podcast: Inflation Inflation is a hot topic. If you've been following the blog and talking with us over the past couple of years, it's something we've actually hit on a number of times over the years. Back in 2017, Chaim even wrote an article [...]
The Low Quality Investing Craze is Coming to a Tragic EndBy "Chaim" Victor Schramm, CFS®, CAS®, AIF® "I don't know how you could be not telling people to buy AMC, Gamestop, Nokia, etc. right now." I'll never forget being told this last year, when Low Quality Investing was reaching its zenith. I wrote it about it [...]
By "Chaim" Victor Schramm, CFS®, AIF®, CAS®Spring Updates, 2022 Whenever multiple people comment on the fact there has not been a blog post in a while, I know I need to blog something. And I need to get back in the habit of sitting down to finish some blogging. For professionals with a blog outlet like [...]
By "Chaim" Victor Schramm, CFS®, CAS®, AIF®Victor Schramm Receives a New Designation: The Certified Annuity Specialist (CAS®) Annuities have been a focus of developing my expertise for quite some time. I think I've shared before that my first knowledge of Annuities was from a grandparent who had one. I was fascinated by the concept. I [...]