Financial Planners
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S5_Ep2.mp3Podcast: Play in new window | DownloadIn this quarterly recap, David Shotwell and Nick Nauta look back at how markets finished 2025 and share what they are watching in 2026. They cover the spring volatility that tested investor patience, why diversification mattered again, and how a traditional 60/40 mix held […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S5_Ep1_.mp3Podcast: Play in new window | DownloadWelcome back to Kitchen Table Finance. Season 5 kicks off with one of our favorite annual traditions, reviewing last year’s market predictions and locking in new ones for the year ahead. Hosts David Shotwell and Nick Nauta are joined by newly credentialed CFP Cole […]
This article is from our friends at Clearnomics and is an excellent explanation of President Trump’s tariff plan and what it might mean for the economy. It provides excellent historical perspective and a good reminder of why it’s important to stay the course with your portfolio… On April 2, President […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_S4_E2.mp3Podcast: Play in new window | DownloadToday, we’re conducting our Q4 2024 market review and upcoming market outlook. We’ll examine what happened last year and what may lie ahead to help listeners set realistic expectations. 2024 Market Highlights S&P 500 Performance: 2024 closed with another year of +20% returns. Q4 […]
This article was also published in TheStreet.com Overall, the stock and bond markets have been very strong since late 2022, and as I write this in early 2025, the economy and the stock market are not showing signs of impending doom. However, when markets go on an extended run there […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_Ep42.mp3Podcast: Play in new window | DownloadWhat does Warren Buffett’s latest financial move mean for your retirement portfolio? This week, we’re unpacking the headlines surrounding Buffett’s portfolio adjustments. With $365 billion in cash at Berkshire Hathaway’s disposal, Buffett’s strategy has sparked speculation. Is he gearing up for a financial crisis, […]
There is no escaping this year’s Presidential election. Every television commercial, every spam robocall, every inch of our neighbor’s yard, reminds us that we must vote in November. As we meet with clients for reviews this fall, the question of what the election will mean for the markets and the […]
The new year started with strong stock market returns, with the S&P 500, Nasdaq, European Stoxx 600, and Japanese Nikkei indices all making new record highs during the quarter. The broad MSCI All Cap World Index (MSCI ACWI) returned 8.2% for the quarter. As we roll into the year’s second […]
From our friends at Clearnomics… With the presidential election season heating up, there will no doubt be a flurry of daily headlines between now and election day on November 5. A rematch between Joe Biden and Donald Trump seems inevitable with Trump currently leading many presidential polls among registered voters […]
Welcome to the “Market Minute” series! In this weekly blog post, Dave will provide you with all the latest updates on market and economic trends that you need to stay on top of. As an experienced financial expert, Dave will share his insights on the most significant news and developments […]
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