Kruse Asset Management

10/31/2024

Trump or Harris… Does Your Portfolio Even Care? -

With the upcoming election drawing closer, I know you might feel uneasy about what it could mean for your portfolio, retirement savings, and long-term financial goals. 

07/29/2024

Social Media expert Lindsay Czajka was my guest on the Podcast Money Talk Viewpoint, the podcast for High Net Worth, Family Offices and those who serve them: https://youtu.be/uOqaGungERk

Click here for the full interview: https://youtu.be/xWDNve_79CU

Lindsay Czajka, Marketing Administrator, Elite Resource Marketing Team Financial Advisors how to truly differentiate themselves by working with CPAs in a pr...

07/16/2024

Here's a clip from my interview with Randy Fox, estate planner extraordinaire: https://youtube.com/shorts/JoC5yzkvMhU

For the full podcast episode on MoneyTalk Viewpoint: https://youtu.be/SP5x9RyiaXU

Host: Stuart Kruse CFA, Interview Guest: Randy Fox CFP, AEPRandy Fox CFP, AEPMore than 35 years as a financial planner/business owner and for the last 10 yea...

06/20/2024

Estate Taxes are optional!

I interviewed my long-time friend and business associate, Randy Fox, CFP®, AEP®, of Two Hawks consulting on Money Talk Viewpoint. If you plan correctly, Randy maintains you can by-pass estate taxes all together.

Check out this short clip from our session: https://youtu.be/A4rHzVkDrA8

For the full interview: https://youtu.be/SP5x9RyiaXU

Host: Stuart Kruse CFA, Interview Guest: Randy Fox CFP, AEPRandy Fox CFP, AEPMore than 35 years as a financial planner/business owner and for the last 10 yea...

05/20/2024

Check out my Money Talk Viewpoint interview with Lindsay Czajka, Elite Resource Team Social Media Marketing manager. https://youtu.be/uOqaGungERk

ERT specializes in connecting Financial Advisors, CPAs, and other financial professionals to provide truly comprehensive service for our clients.

(The full interview can be found here: https://youtu.be/xWDNve_79CU)

09/05/2023

Where could you be spending less, living better, and loving life more in retirement? In this month’s Visual Insights Newsletter, find out what it takes to discover the best place to live in retirement so you can enjoy your best life as a retiree. Check it out!

Here are the best places for retirees to live.

08/22/2023

Whether you’re going to a far-off destination or somewhere off the beaten path, travel safety is more important than ever. Wherever you go, don’t forget these 9 must-know travel safety tips in this month’s Visual Insights Newsletter. Check it out!

Take the vacation you planned & plan to stay safe.

08/15/2023

Are you traveling soon, or planning a trip for your upcoming vacation? Learn how to take the trip of your dreams while also staying safe (and keeping your finances in check). Check out these easy, clever ways to avert vacation disaster and make any getaway safer in this month’s Visual Insights Newsletter.

Take the trip of your dreams & stay safe. Here's how.

08/14/2023

What do you need to know about how markets performed in Q2? We break down what you need to know in this quick, 5-minute financial update.

We broke down markets into a 5-minute read

08/08/2023

Can you spot a travel scam? Gimmicks like free vacations, cheap vacation rentals and more. Some scams are obvious, but some other scams aren’t. Any of us can fall prey to them - especially if you’re a new traveler or if it’s been a while since your last vacation. Learn how to travel safely and enjoy your trip in this month’s Visual Insights Newsletter.

Get ahead of the risk, so you can enjoy your trip more.

08/07/2023

How did markets perform in Q2? Will we see a recession in 2023? We break down what you need to know about the markets and the economy in this quick 5-minute read. Check it out!

Here's what savvy investors should know

08/01/2023

What worries you the most about traveling, or planning a trip? Canceled flights? Lost luggage? Getting sick, or maybe even getting scammed abroad? Learn how to stay safe and get ahead of the risk, so you can truly enjoy your trip. Check out these simple travel safety tips in this month’s Visual Insights Newsletter.

Discover clever ways to protect yourself on any trip.