Cyber Security Presentation from Doberman Technologies srb February 1, 2021 Last week, Ian Richardson from Doberman Technologies presented a webinar for our clients on how to think about personal cybersecurity,
Tags Game Stop The Game Stop Problem srb February 1, 2021 For the last few days, all the talk in the finance world has centered around a company called Game Stop.
Tags Cybersecurity Cybersecurity: Keeping Your Financial Information Safe srb January 27, 2021 Nick and Dave talk with Ian Richardson, owner of Doberman Technologies about personal and business cybersecurity practices that everyone should
Tags financial planning Understanding Required Minimum Distributions srb January 12, 2021 Breaking down the deal with Required Minimum Distributions. After you turn 72 years old, you will need to take a
Tags budgeting The Steps for Starting a Budget srb January 8, 2021 Are you committed to starting a budget? Budgeting is like dieting. Most of us aren’t good at it. Our brains
Tags budgeting The Snowball Strategy for Getting Out of Debt srb January 5, 2021 Is getting out of debt your goal for 2021? At the start of the new year, resolutions are on people’s
Tags financial planning Prediction Season! srb December 23, 2020 It’s that time of year: Prediction Season! Along with new year’s resolutions, it’s time for economists and money managers to
Tags Financial Goals Life Planning is Financial Planning Done Right srb December 14, 2020 Life Planning is a personal approach to financial planning that starts with a conversation about your life goals and dreams.
Tags 2020 Market December 2020 Market and Economic Update srb December 8, 2020 It’s December and 2020 is drawing to a close. How has the 2020 market been doing? It’s been a year
Tags financial planning Learning About Financial Planning with our Intern Joel srb December 4, 2020 Here at Shotwell Rutter Baer, we have a genuine bright spot to brag about in 2020. We launched a Financial