How to Spot Bad Investment Advice (and Where I Go for the Good Stuff)
There’s a bull market in online investment advice these days, and sorting out the good from the bad is very
Ep 148 – Will Seasonal Market Patterns Affect Your Retirement?
A lot of people might think it is the Christmas season, but as investors for the past twenty or so
3rd Quarter 2023 Economic Review and Current Market Update
The third quarter saw most markets give back a portion of their gains from the first half of the year
The Power of Investing During Down Markets
It’s an often–repeated cliché about the markets: Stocks are the only thing Americans do not like to buy on sale.
The Power of Investing During Down Markets (podcast)
It’s an often–repeated cliché about the markets: Stocks are the only thing Americans do not like to buy on sale.
What is a Roth Conversion?
A Roth conversion means moving money from a traditional IRA into a Roth IRA, paying taxes on that money now
What is an I Bond?
An I Bond is a savings bond issued by the US Treasury much like EE Savings bonds, but the interest
Introducing East Bay Investment Solutions
As part of a continuing effort to enhance our portfolio guidance, Shotwell Rutter Baer is excited to announce a partnership
How Financial Planners Handle Their Own Finances
In a rare look under the hood, Nick interviews Dave on how he manages his own finances and investing. Listen
Should I sell my house? Guest: John Douglas, Keller Williams
Join Nick and Dave as they interview John Douglas, a realtor and head 0f The Mitten Team at Keller Williams.