What the Looming Debt Ceiling Deadline Means for Investors
The debt ceiling debate has been front and center lately, and will no doubt be a major news story in
Ep 118: Update – What’s going on with I Bonds Now?
Twelve months ago, I bonds were the security to purchase. As a refresher, I Bond rates get set at six-month
Ep 116: Getting Real About Social Security
We are going to talk about getting real about social security. This has been an ongoing discussion with clients, particularly
Ep 112: Thoughts on the Silicon Valley Bank Failure
Last Week Silicon Valley Bank collapsed. Nuveen’s asset managers noted it was the fastest bank failure in history, the result
Why Ashley Sajor Became a Financial Planner
We have a very special episode for your today. Join us as Nick interviews Ashley Sajor and discover out why
What is Your Investment Risk Tolerance?
Investor Profile Quiz Take OUR QUIZ to assess your own risk tolerance. What is your Investment Risk Tolerance? Join Dave
Michigan 1st Time Homebuyers’ Savings Account
Dave and Nick are joined by Ashley Sajor, Associate Financial Planner here at Shotwell Rutter Baer. Ashley started her career at
Why Dave Shotwell Became a Financial Planner
Join Nick and Dave as Nick interviews Dave as to the “why” and the “how” of his journey to becoming
Financial Predictions for 2023
This is a pretty common question for our clients t ask in December and January. We’re in an industry where
Should I Lease or Buy My Next Car?
Michigan is an auto-centric state and people from the East and West coast don’t understand why we still driving the