Let’s Talk About 2021 Tax Forms
Join Dave and Nick as they review all the things you need to consider for your taxes for 2021. They
Introducing East Bay Investment Solutions
As part of a continuing effort to enhance our portfolio guidance, Shotwell Rutter Baer is excited to announce a partnership
2021 Q4 Quarterly Market Review
Join Dave and Nick as they talk about what the market did overall for 2021, what is going on right
Tax Documents for 2021
We’re coming up on tax season, so we wanted to take a moment and remind everyone about what to expect
Financial Goals for 2022 – Things to Consider NOW
Have you set your financial goals for 2022? Dave and Nick go over many things that you should be thinking
2022 Financial Predictions
Happy New Year! Season Two is starting! Join us, Dave and Nick, as we talk about our 2022 Financial Predictions,
Key Elements of Financial Planning
Join Dave and Nick as they recap the SRB financial planning process and list out the key elements they look
Upgrading Your iPhone Really Costs $17K
A recent article in the New York Times, The True Cost of Upgrading Your iPhone, discusses the opportunity cost of
Economic Update November 2021
It’s that time again – let’s take a look at where our economy is at the end of the year
What Issues Should I Consider Before the End of the Year?
The end of the year is 6 weeks away. When it comes to your financials, there are some important things