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 2025 market review S5E2 – 4th Quarter 2025 Review and Market Outlook srb January 27, 2026 In this quarterly recap, David Shotwell and Nick Nauta look back at how markets finished 2025 and share what they
Tags 2026 market predictions S5E1 – 2026 Market Predictions srb January 20, 2026 Welcome back to Kitchen Table Finance. Season 5 kicks off with one of our favorite annual traditions, reviewing last year’s
Tags markets Special Update: Reciprocal Tariffs and the Market Reaction srb April 4, 2025 This article is from our friends at Clearnomics and is an excellent explanation of President Trump’s tariff plan and what
Tags 2024 Q4 S4E2 – 2024 Q4 Review and Market Outlook srb January 20, 2025 Today, we’re conducting our Q4 2024 market review and upcoming market outlook. We’ll examine what happened last year and what
Tags Investment Planning Lifeboat Drills: Financial Planning in the Good Times srb January 7, 2025 This article was also published in TheStreet.com Overall, the stock and bond markets have been very strong since late 2022,
Tags investing S3E42- Does Warren Buffett Think You Should Change Your Retirement Allocation? srb November 25, 2024 What does Warren Buffett’s latest financial move mean for your retirement portfolio? This week, we’re unpacking the headlines surrounding Buffett’s
Tags Elections Presidential Election and Markets srb October 10, 2024 There is no escaping this year’s Presidential election. Every television commercial, every spam robocall, every inch of our neighbor’s yard,
Tags first quarter First Quarter 2024 Market Commentary and Current Economic Update srb April 22, 2024 The new year started with strong stock market returns, with the S&P 500, Nasdaq, European Stoxx 600, and Japanese Nikkei