Financial Documents an 18 Year Old Needs
Join us for Part Two of discussing financial concerns for an 18-year-old, including important financial documents. We have a special
What to do When Your Child Turns 18
We have a special guest today, Camryn Nauta. She is Nick’s daughter who is a recent high school grad and
Is the 60 – 40 Portfolio Dead?
Join Dave and Nick as they discuss the 60-40 portfolio. To clarify for people wondering what a 60-40 portfolio is,
What is a Roth Conversion?
A Roth conversion means moving money from a traditional IRA into a Roth IRA, paying taxes on that money now
529 College Savings Plan Basics
If you are putting away funds dedicated to your child’s higher education expenses, a 529 College Savings Plan is tough
Dealing with High Inflation
Join Nick and Dave as they discuss the increasingly high inflation rate. Here are some other resources for you: Worsening
What is Monte Carlo Analysis?
We use financial planning software that utilizes a statistical technique called Monte Carlo Analysis. This technique analyzes spending goals from
Bull and Bear Market Cycles
As of last Monday’s market close, the S&P 500, the stock index for the largest American companies, entered bear market
Worsening Inflation, Consumer Sentiment, and the Markets
The last two years have created a perfect storm for inflation. During the Covid Pandemic, most of the economy came
Welcome Ashley Sajor to Our Team
Shotwell Rutter Baer is very excited to announce that Ashley Sajor has joined our team as an Associate Financial Planner.