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Worsening Inflation, Consumer Sentiment, And The Markets

Worsening Inflation, Consumer Sentiment, and the Markets

David Shotwell

The last two years have created a perfect storm for inflation. During the Covid Pandemic, most of the economy came to a full stop, disrupting the production of goods and materials. As the economy reopened, demand surged while production had not caught up. The pandemic also led to changes in the workforce that have led […]

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Welcome Ashley Sajor To The Srb Team

Welcome Ashley Sajor to Our Team

David Shotwell

Shotwell Rutter Baer is very excited to announce that Ashley Sajor has joined our team as an Associate Financial Planner. Ashley is the first member of our Financial Advisor Residency Program, where she will work with Dave and Nick to learn the details of financial planning while working toward her Certified Financial Planner Professional™ designation. […]

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Michaela Werner

Welcome Michaela Werner to Our Team

David Shotwell

This month we are welcoming our new summer intern, Michaela Werner. Michaela is going into her senior year at Central Michigan University and is majoring in accounting. She will be working primarily in our Lansing office but will also be joining many of our virtual client meetings and learning the financial planning process, meeting as […]

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Common Questions To Ask A Financial Advisor

Common Questions to Ask a Financial Advisor

David Shotwell

Dave and Nick field questions from friends, networking associates, clients, and more in this comprehensive list of Common Questions to Ask a Financial Advisor. If you want to listen to their two-part podcast series based on these questions and answers, click below. Ask A Financial Advisor Anything – Part One Ask A Financial Advisor Anything […]

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The Two Most Important Stock Market Charts

The Two Most Important Stock Market Charts

David Shotwell

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_76.mp3Podcast: Play in new window | DownloadThere are a lot of folks out there right now on financial cable channels, on the internet news outlets, social media, and even print media talking about the markets, the economy, and where things are headed. Most of them are making exciting predictions of some sort and often they’ll […]

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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/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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