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5 Investment Insights Second Quarter 2022

5 INVESTMENT INSIGHTS SECOND QUARTER 2022

David Shotwell

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 the volatility of the first […]

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The Russian Ukrainian Conflict And The Economy

The Russian Ukrainian Conflict and the Economy

David Shotwell

https://media.blubrry.com/kitchen_table_finance/p/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 the markets. However, downturns caused […]

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Registered Life Planner

Nick Nauta Earns Registered Life Planner® Designation from Kinder Institute of Life Planning 

David Shotwell

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. Earning this designation requires a […]

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Tax Documents For 2021

Tax Documents for 2021

David Shotwell

We’re coming up on tax season, so we wanted to take a moment and remind everyone about what to expect for tax documents. For retirement accounts with 2021 distributions, 1099 – R documents should be on their way in the mail or posted online by the end of January. For individual, joint, and trust accounts, […]

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Welcome Kirt Runyan

Welcome Kirt Runyan to the SRB Team

David Shotwell

Welcome, Kirt Runyan! We are excited to announce that Kirt Runyan has joined our team, working as an Administrative Assistant in our Lansing office. While he is new to the financial planning industry, he has extensive customer service and administrative experience. He is helping to: schedule client meetings sends follow-up emails grabbing the phones streamline […]

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Amy Gauden

Exciting Announcement – Amy Gauden FPQP®

David Shotwell

We are extremely proud to announce that Amy Gauden, who joined our firm in 2016, has earned her Financial Paraplanner Qualified Professional designation. This certification program (FPQP® for short) has prepared Amy to take on a larger role at Shotwell Rutter Baer helping Dave and Nick develop and implement client financial plans. The FPQP® curriculum […]

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Helping Your College Student Budget

Helping Your College Student Budget

David Shotwell

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_45.mp3Podcast: Play in new window | DownloadEach summer we look forward to working with new interns through our teaching program. Today we interview Ashley, a senior at Michigan State University in the Wealth Management Program. Nick goes on the record saying she our favorite female internet of all time! We have a lot of clients […]

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First Quarter 2021 Market Review And Outlook

Second Quarter 2021: Market Review and Outlook

David Shotwell

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_46.mp3Podcast: Play in new window | DownloadHere is our review of the Second Quarter of 2021. If you have any questions or would like a review of your portfolio and financial plan, contact our advisors by calling or emailing us at 517-321-4832 or info@srbadvisors.com. 2Q 2021 Broad Markets The market has continued to climb through […]

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Top 5 Investor Concerns For The Second Half Of 2021

Top 5 Investor Concerns for the Second Half of 2021

David Shotwell

2021 has been a historic year for the economy and stock market. Economic activity is recovering at a once-in-a-lifetime pace as businesses expand and consumers spend. While the recession and recovery have been unusual by historical standards, there are reasons to believe that diversified portfolios can do well, even with the uncertainty of inflation and […]

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