Financial Planners
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3E4.mp3Podcast: Play in new window | DownloadWe’ve talked about this topic before, but it keeps rearing its head. It’s Bitcoin and it’s back in the news. The SEC has now decided that Bitcoin and similar cryptocurrencies are going to be saved. There are a handful of them that took them […]
We recently posted an article explaining why, even though money markets and certificates of deposit may have very attractive yields right now, we can’t allow ourselves to over-allocate to cash investments. The too-long/didn’t read version: Over time, money markets and certificates of deposit have historically underperformed inflation, bonds, and stocks. […]
As part of a continuing effort to enhance our portfolio guidance, Shotwell Rutter Baer is excited to announce a partnership with East Bay Investment Solutions. Mario Nardone, who is a Chartered Financial Analyst and partner at East Bay, will serve as our Chief Investment Strategist. For the past two months, […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_37.mp3Podcast: Play in new window | DownloadInflation has dominated the financial headlines over the last few weeks. We’ve seen some of the fastest price increases in decades for some everyday goods and services and commodities. Inflation can impact the financial markets, and we know it has been on the minds […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_27.mp3Podcast: Play in new window | DownloadDealing with volatile markets requires discipline, and we believe it is important to have a written philosophy. Our firm follows the following principles when we make portfolio choices and evaluate the asset managers and model builders with whom we work. #1. Short-term market returns […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_12.mp3Podcast: Play in new window | DownloadDon’t wonder if your financial advisor is trustworthy and on the level. Do some research. Trust but verify. Bernie Madoff was arrested in December 2008 when his sons revealed that his giant asset management firm was a Ponzi scheme. He had stolen an estimated […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_13.mp3Podcast: Play in new window | DownloadFrequently when we meet people who handle their own investments, they like to talk about individual stocks. I can understand why. Individual stocks have a story that you can wrap your head around, such as Pfizer creating a vaccine for Corona Virus, to borrow […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_5.mp3Podcast: Play in new window | DownloadThis article and podcast explain the different types of financial planning companies and how they get paid. Choosing a financial planning firm to help you map out your future is not an easy task. There are several types of financial advisors who all charge […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_3.mp3Podcast: Play in new window | DownloadIn response to the financial uncertainty caused by the Covid pandemic, Michigan State University has reduced salaries and cut the match to employee retirement plans. Previously, the university contributed 10% to employee retirement plans if the employee contributed 5%. The university administration is calling […]
Financial planners love analogies. If we can find a mental image to explain a concept, you better believe we’re going to use it. That’s why Carl Richards with his brilliant sketches drawn with nothing but a black Sharpie™ marker became a New York Times weekly column and prints of his […]
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