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Registered Life Planner
Friday February 18, 2022

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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Behavioral Finance
Tax Documents For 2021
Tuesday January 25, 2022

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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Client Updates
Welcome Kirt Runyan
Monday October 11, 2021

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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Financial Planning
Amy Gauden
Wednesday October 6, 2021

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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Financial Planning
Helping Your College Student Budget
Friday September 3, 2021

Helping Your College Student Budget

David Shotwell

https://media.blubrry.com/kitchen_table_finance/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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College Planning
First Quarter 2021 Market Review And Outlook
Tuesday August 10, 2021

Second Quarter 2021: Market Review and Outlook

David Shotwell

https://media.blubrry.com/kitchen_table_finance/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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Markets
Top 5 Investor Concerns For The Second Half Of 2021
Wednesday June 30, 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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Markets
Inflation And Your Portfolio
Thursday June 3, 2021

Inflation and Your Portfolio

David Shotwell

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_37.mp3Podcast: Play in new window | DownloadInflation has dominated the financial headlines over the last few weeks. We’ve seen some of the fastest price increases in decades for some everyday goods and services and commodities. Inflation can impact the financial markets, and we know it has been on the minds of many of our clients. […]

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Portfolio Management
Investment Real Estate
Tuesday June 1, 2021

Investment Real Estate and Rental Properties

David Shotwell

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_36.mp3Podcast: Play in new window | DownloadInvestment Real Estate and Rental Properties – Is it a good idea or not? Join Dave and Nick as they talk about the pros and cons of real estate as an investment strategy. Hear Dave’s opinion on why he decided it wasn’t for him. There’s an adage when it […]

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Investments