Financial Planners
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_71.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they review the important things you should consider when reviewing your 2021 Tax Returns. They conveniently break the information down for those who are working and those who are retired. So, this information applies to everyone with a tax […]
Markets Have Stabilized The S&P 500 and other major stock indices have stabilized in recent weeks. Not only was the Fed announcement expected, but oil prices and other factors have calmed as well. Investors should also remember that the market has performed exceptionally well over the past several years, despite […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_70.mp3Podcast: Play in new window | DownloadShould You Hire a Financial Advisor? YES (maybe) When? Now (or later) Join Dave and Nick as they talk about who should hire a financial planner and when. The need for a financial advisor will vary throughout your life. Financial planners are key when […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_69.mp3Podcast: Play in new window | DownloadAre you starting a new job? Do you have a 401K to roll over? This is the podcast episode for you. About Shotwell Rutter Baer Shotwell Rutter Baer is proud to be an independent, fee-only registered investment advisory firm. This means that we are […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_Template_68.mp3Podcast: Play in new window | DownloadAs I’m writing this in early March, the stock market, as measured by the Standard and Poor’s 500, is down just shy of 9% for the year. Russian forces are prosecuting an ugly invasion of Ukraine, adding economic uncertainty and more inflationary pressure to […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_66.mp3Podcast: Play in new window | DownloadJoin Dave and Nick around the Kitchen Table to talk about Inflation. Inflation hasn’t been a real issue in American lives for about 30 years. But just like everything financial, it is cyclical. So, what is going on with inflation in 2022? Find out […]
Nick Nauta, CFP®, CLU®, RLP® Brings Kinder Life Planning Methodology and Signature EVOKE® Process to Firm’s Clientele Kinder Institute of Life Planning has announced that Nick Nauta, CFP®, CLU®, Financial Planner at Shotwell Rutter Baer, is among over 500 advisors globally to earn the prestigious Registered Life Planner (RLP®) designation. […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_64.mp3Podcast: Play in new window | DownloadDave and Nick talk about Shotwell Rutter Baer’s investment philosophy. They also introduce their new partnership with East Bay Investment Solutions. East Bay is an investment consulting firm providing services such as portfolio oversight, investment due diligence, and wealth management guidance tailored to meet […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_65.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they review all the things you need to consider for your taxes for 2021. They provide information on different tax forms, distributions, tax withholdings, and all of your accounts. For additional information, please read our recent blog Tax Documents for […]
As part of a continuing effort to enhance our portfolio guidance, Shotwell Rutter Baer is excited to announce a partnership with East Bay Investment Solutions. Mario Nardone, who is a Chartered Financial Analyst and partner at East Bay, will serve as our Chief Investment Strategist. For the past two months, […]
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