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Msu Layoffs

Pending MSU Layoffs – Things to Consider

David Shotwell

As you are no doubt aware, last week the Lansing State Journal reported that Michigan State University won’t be able to achieve financial stability without laying off staff. Michigan State, along with most other higher education institutions, is facing unprecedented budget upheaval and uncertainty. This is of course upsetting news. Losing one’s job is always […]

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Stay Safe Online

Stay Safe Online

David Shotwell

Looking back at our past blogs and podcasts, I think online security is the only topic Nick and I have covered more often than budgeting and having a contingency fund. But based on some stories we’ve heard recently, this seems to be a topic we can’t talk about enough: Online and phone scammers keep getting […]

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First Quarter 2025 Market Commentary And Economic Outlook

First Quarter 2025 Market Commentary and Economic Outlook

David Shotwell

The first quarter of 2025 started strong but saw US markets reverse course as the Trump administration’s tariff policies grabbed the headlines. Meanwhile, international stocks as well as bonds posted gains for the quarter, offsetting some of the negative domestic returns in diversified portfolios. While economic indicators such as inflation and unemployment remain in a […]

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Reciprocal Tariffs

Special Update: Reciprocal Tariffs and the Market Reaction

David Shotwell

This article is from our friends at Clearnomics and is an excellent explanation of President Trump’s tariff plan and what it might mean for the economy. It provides excellent historical perspective and a good reminder of why it’s important to stay the course with your portfolio… On April 2, President Trump announced new tariffs on […]

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2025 Market Outlook 5 Insights To Achieve Portfolio Balance

2025 Market Outlook: 5 Insights to Achieve Portfolio Balance

David Shotwell

The following piece is brought to you by our friends at Clearnomics Check out our Kitchen Table Finance Podcast where Dave and Nick discuss this in detail. Listen HERE The 19th-century author Balzac wrote that “our worst misfortunes never happen, and most miseries lie in anticipation.” This quote perfectly captures 2024, a year of major […]

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Year End Checklist For Your Retirement Portfolio

Year-End Checklist For Your Retirement Portfolio

David Shotwell

I’ve barely gotten used to writing 2024 when I put the date on something, and we’re already well into the year’s fourth quarter. We’re already making Thanksgiving plans and talking about Christmas travel. Here in northern Michigan, the weather has turned very November, making sure we don’t forget that time is moving on. The end […]

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Third Quarter 2024 Market Commentary And Current Economic Update

Third Quarter 2024 Market Commentary and Current Economic Update

David Shotwell

Note: Listen to our latest Kitchen Table Podcast Episode where Dave and Nick Discuss this in detail. Stocks continued to surge higher during the third quarter, with every index we watch posting positive returns. The Federal Reserve finally pivoted to lowering interest rates in September. Overall, inflation has continued to cool, falling to 2.6% in […]

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Q3 Market Update

S3E37 – Q3 2024 Market Update & Economic Outlook

David Shotwell

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_Ep37.mp3Podcast: Play in new window | DownloadIn this episode, we dive into the key developments in the markets during the third quarter of 2024, along with an update on the current economic environment. Join us as we discuss how stocks surged across the globe, inflation continues to cool, and the Federal Reserve’s pivotal decision to […]

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