Lifeboat Drills: Financial Planning in the Good Times
This article was also published in TheStreet.com Overall, the stock and bond markets have been very strong since late 2022,
S3E4 – Should You Add Bitcoin to Your Retirement Portfolio?
We’ve talked about this topic before, but it keeps rearing its head. It’s Bitcoin and it’s back in the news.Â
What is the Right Amount of Cash in a Portfolio?
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
As part of a continuing effort to enhance our portfolio guidance, Shotwell Rutter Baer is excited to announce a partnership
Inflation and Your Portfolio
Inflation has dominated the financial headlines over the last few weeks. We’ve seen some of the fastest price increases in
Our Investment Philosophy
Dealing with volatile markets requires discipline, and we believe it is important to have a written philosophy. Our firm follows
How Well Do You Know Your Financial Advisor?
Don’t wonder if your financial advisor is trustworthy and on the level. Do some research. Trust but verify. Bernie Madoff
Why We Don’t Recommend Individual Stocks
Frequently when we meet people who handle their own investments, they like to talk about individual stocks. I can understand
Types of Financial Planning Companies
This article and podcast explain the different types of financial planning companies and how they get paid. Choosing a financial
Coping with the MSU Retirement Plan Match Reduction
In response to the financial uncertainty caused by the Covid pandemic, Michigan State University has reduced salaries and cut the