July 2023 Client Market Update
Back around 2001 when I was just getting started in the financial advice business, the advisor with whom I worked
Our Current Thoughts on the Economy June 2023
Last month, our entire firm went through a training program to help us understand, spot, and prevent financial abuse. Financial
Welcome Ashley Sajor to Our Team
Shotwell Rutter Baer is very excited to announce that Ashley Sajor has joined our team as an Associate Financial Planner.
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
Tax Documents for 2021
We’re coming up on tax season, so we wanted to take a moment and remind everyone about what to expect