Behavioral Finance

Registered Life Planner

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

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. […]

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Budgeting For Vacation

Budgeting for Vacation Play in new window | DownloadHow are you budgeting for vacation?  It’s early summer in Michigan, and for a lot of families that means road trips to up north destinations, cottage rentals on lakes, and, sometimes, too much fudge and ice cream. Vacation season can also mean budget troubles: […]

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Changing For Good Book Club

Changing for Good Book Club Play in new window | DownloadFor our book club, Amy, Jeff, Nick, and I have been reading Changing for Good by James Proshaska, John Norcross, and Carlo DiClemente. This book was first brought to my attention by one of my instructors at Kansas State, Dr. Megan Lurtz, who wrote […]

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Improving Your Relationship With Money. Beautiful row of trees along a road and a yellow autumn field

Improving Your Relationship With Money Play in new window | DownloadHow would you describe your relationship with money? Money can’t buy you love. It’s as cliché as a cliché can be, and so it is also mostly true. Trying to buy love, or buy happiness, is a fool’s errand. But, as with most things in […]

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Weather & Climate Are Like The Stock Market

Weather & Climate are Like the Stock Market

Late last month, my wife and I went out to Seattle so I could attend the Financial Planning Association’s annual national conference. We followed the event with three days of hiking in Olympic National Park. Every mid-westerner knows that Seattle is as famous for its rain as Michigan’s Keweenaw region […]

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