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 bitcoin S3E4 – Should You Add Bitcoin to Your Retirement Portfolio? srb February 5, 2024 We’ve talked about this topic before, but it keeps rearing its head. It’s Bitcoin and it’s back in the news.Â
Tags cash What is the Right Amount of Cash in a Portfolio? srb November 8, 2023 We recently posted an article explaining why, even though money markets and certificates of deposit may have very attractive yields
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
Tags cash Inflation and Your Portfolio srb June 3, 2021 Inflation has dominated the financial headlines over the last few weeks. We’ve seen some of the fastest price increases in
Tags financial advisor Our Investment Philosophy srb March 24, 2021 Dealing with volatile markets requires discipline, and we believe it is important to have a written philosophy. Our firm follows
Tags financial advisor How Well Do You Know Your Financial Advisor? srb December 4, 2020 Don’t wonder if your financial advisor is trustworthy and on the level. Do some research. Trust but verify. Bernie Madoff
Tags financial planning Why We Don’t Recommend Individual Stocks srb December 4, 2020 Frequently when we meet people who handle their own investments, they like to talk about individual stocks. I can understand
Tags brokerage Types of Financial Planning Companies srb October 12, 2020 This article and podcast explain the different types of financial planning companies and how they get paid. Choosing a financial
Tags benefits Coping with the MSU Retirement Plan Match Reduction srb September 30, 2020 In response to the financial uncertainty caused by the Covid pandemic, Michigan State University has reduced salaries and cut the