Tags 2025 market review S5E2 – 4th Quarter 2025 Review and Market Outlook srb January 27, 2026 In this quarterly recap, David Shotwell and Nick Nauta look back at how markets finished 2025 and share what they
Tags financial planning Market Minute – Week of February 5 srb February 6, 2024 Welcome to the “Market Minute” series! In this weekly blog post, Dave provides you with all the latest updates on
Tags Financial advisors Ep 118: Update – What’s going on with I Bonds Now? srb May 12, 2023 Twelve months ago, I bonds were the security to purchase. As a refresher, I Bond rates get set at six-month
Tags 1st quarter 2023 Ep 115: Review of 2nd Quarter 2023 srb April 17, 2023 2nd Quarter 2023 Economic Update and Market Review The first quarter of 2023 was largely positive for the markets, but
Tags Buy Ep 113: Rent or Buy – Move or Stay srb April 6, 2023 How to make housing decisions in a rising rate environment. We’ve been getting a lot of questions about the housing
Tags East Bay Second Quarter 2022 Market Review and Economic Outlook srb July 26, 2022 We’re halfway through the year and inflation and interest rates continue to drive the markets and the headlines. Our friends
Tags Economy Dealing with High Inflation srb June 28, 2022 Join Nick and Dave as they discuss the increasingly high inflation rate. Here are some other resources for you: Worsening
Tags Bear Market Bull and Bear Market Cycles srb June 28, 2022 As of last Monday’s market close, the S&P 500, the stock index for the largest American companies, entered bear market
Tags Economy Worsening Inflation, Consumer Sentiment, and the Markets srb June 16, 2022 The last two years have created a perfect storm for inflation. During the Covid Pandemic, most of the economy came
Tags Inflation The Russian Ukrainian Conflict and the Economy srb March 7, 2022 As I’m writing this in early March, the stock market, as measured by the Standard and Poor’s 500, is down