Financial Planners
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_86.mp3Podcast: Play in new window | DownloadWe’re halfway through the year and inflation and interest rates continue to drive the markets and the headlines. Our friends at East Bay Investment Solutions recently published their Quarterly Investment Commentary for the second quarter of 2022 outlining where we are now and where […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_85.mp3Podcast: Play in new window | DownloadJoin us for Part Two of discussing financial concerns for an 18-year-old, including important financial documents. We have a special guest, Molly Petitjean, a Lansing area attorney, who joins us to answer questions about preparing an 18-year-old for their financial future. This episode sparked […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_83.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they discuss the 60-40 portfolio. To clarify for people wondering what a 60-40 portfolio is, it is an industry-standard portfolio that contains 60% stocks and 40% bonds. This was considered the Goldilocks portfolio. This is approximately the allocation we […]
A Roth conversion means moving money from a traditional IRA into a Roth IRA, paying taxes on that money now in the hope of saving tax costs later. While nobody likes paying taxes before they need to, there are several reasons a Roth conversion may make sense as part of […]
If you are putting away funds dedicated to your child’s higher education expenses, a 529 College Savings Plan is tough to beat. These plans allow parents and grandparents to put away funds for a child’s education, and the growth on the account is tax-free when used to pay qualified education […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_82.mp3Podcast: Play in new window | DownloadJoin Nick and Dave as they discuss the increasingly high inflation rate. Here are some other resources for you: Worsening Inflation, Consumer Sentiment, and the Markets Bull and Bear Market Cycles About Shotwell Rutter Baer Shotwell Rutter Baer is proud to be an […]
We use financial planning software that utilizes a statistical technique called Monte Carlo Analysis. This technique analyzes spending goals from a portfolio over long time periods and calculates the odds of a plan’s success by running the plan with a thousand different potential investment outcomes rather than assuming a portfolio […]
As of last Monday’s market close, the S&P 500, the stock index for the largest American companies, entered bear market territory, meaning that it had dropped 20% from the high it posted in December 2021. Several headlines have been talking about the market entering bear market territory. I thought it […]
The last two years have created a perfect storm for inflation. During the Covid Pandemic, most of the economy came to a full stop, disrupting the production of goods and materials. As the economy reopened, demand surged while production had not caught up. The pandemic also led to changes in […]
Shotwell Rutter Baer is very excited to announce that Ashley Sajor has joined our team as an Associate Financial Planner. Ashley is the first member of our Financial Advisor Residency Program, where she will work with Dave and Nick to learn the details of financial planning while working toward her […]
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