Thoughts on the Michigan State 403(b) Plan, SpaceX Stock, and Upcoming AI IPOs David Shotwell July 8, 2026 The SpaceX initial public offering has been the talk of the retirement investing world this past month, and I can’t
Thoughts on the State of Michigan Retirement Plan, SpaceX Stock, and Upcoming AI IPOs David Shotwell July 8, 2026 The SpaceX initial public offering has captured a lot of attention over the last month, and every day retirement investors
Tags financial planning How to Spot Bad Investment Advice (and Where I Go for the Good Stuff) David Shotwell April 21, 2026 There’s a bull market in online investment advice these days, and sorting out the good from the bad is very
Tags Kitchen Table Finance Ep 148 – Will Seasonal Market Patterns Affect Your Retirement? srb December 18, 2023 A lot of people might think it is the Christmas season, but as investors for the past twenty or so
Tags 4th quarter 2023 3rd Quarter 2023 Economic Review and Current Market Update srb October 19, 2023 The third quarter saw most markets give back a portion of their gains from the first half of the year
Tags down market The Power of Investing During Down Markets srb September 9, 2022 It’s an often–repeated cliché about the markets: Stocks are the only thing Americans do not like to buy on sale.
Tags down market The Power of Investing During Down Markets (podcast) srb September 9, 2022 It’s an often–repeated cliché about the markets: Stocks are the only thing Americans do not like to buy on sale.
Tags retirement fund What is a Roth Conversion? srb July 15, 2022 A Roth conversion means moving money from a traditional IRA into a Roth IRA, paying taxes on that money now
Tags bonds What is an I Bond? srb May 23, 2022 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 srb February 1, 2022 As part of a continuing effort to enhance our portfolio guidance, Shotwell Rutter Baer is excited to announce a partnership