financial planning

Bull And Bear

Bull and Bear Market Cycles

As of last Monday’s market close, the S&P 500, the stock index for the largest American companies, entered bear market territory, meaning that it had dropped 20% from the high it posted in December 2021. Several headlines have been talking about the market entering bear market territory. I thought it […]

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Book Review The New Retirementality By Mitch Anthony

Book Review: The New Retirementality by Mitch Anthony Play in new window | DownloadJoin Dave and Nick as they review another helpful book about financial planning. The New Retirementality by Mitch Anthony. You can save yourself the time of reading the book by listening to this episode instead – or it may spark your interest enough to […]

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What Is An I Bond

What is an I Bond? Play in new window | DownloadAn I Bond is a savings bond issued by the US Treasury much like EE Savings bonds, but the interest paid by an I Bond is linked to current inflation. They grabbed headlines at the beginning of May when it was announced that the […]

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The Psychology Of Money Recap

The Psychology of Money Recap Play in new window | DownloadHave you read The Psychology of Money by Morgan Housel? Join Nick and Dave as they recap a book they both have read and resonated with both of them. The book covers a lot of practical advice when it comes to managing your personal […]

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Reviewing Your 2021 Tax Return

Reviewing Your 2021 Tax Return Play in new window | DownloadJoin Dave and Nick as they review the important things you should consider when reviewing your 2021 Tax Returns. They conveniently break the information down for those who are working and those who are retired. So, this information applies to everyone with a tax […]

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5 Investment Insights Second Quarter 2022


Markets Have Stabilized The S&P 500 and other major stock indices have stabilized in recent weeks. Not only was the Fed announcement expected, but oil prices and other factors have calmed as well. Investors should also remember that the market has performed exceptionally well over the past several years, despite […]

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Should I Hire A Financial Advisor

Should I Hire a Financial Advisor? Play in new window | DownloadShould You Hire a Financial Advisor? YES (maybe) When? Now (or later) Join Dave and Nick as they talk about who should hire a financial planner and when. The need for a financial advisor will vary throughout your life. Financial planners are key when […]

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Starting A New Job Rolling Over A 401k

Starting A New Job – Rolling Over a 401K Play in new window | DownloadAre you starting a new job? Do you have a 401K to roll over? This is the podcast episode for you. About Shotwell Rutter Baer Shotwell Rutter Baer is proud to be an independent, fee-only registered investment advisory firm. This means that we are […]

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Investment Philosophy And East Bay Introduction

Investment Philosophy and East Bay Introduction Play in new window | DownloadDave and Nick talk about Shotwell Rutter Baer’s investment philosophy. They also introduce their new partnership with East Bay Investment Solutions. East Bay is an investment consulting firm providing services such as portfolio oversight, investment due diligence, and wealth management guidance tailored to meet […]

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2021 Q4 Quarterly Market Review And Looking Ahead 

2021 Q4 Quarterly Market Review Play in new window | DownloadJoin Dave and Nick as they talk about what the market did overall for 2021, what is going on right now, and what is predicted for 2022. The world is becoming more  vaccinated; even with the omicron  variant, the rate of death is down  […]

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