S5E2 – 4th Quarter 2025 Review and Market Outlook
In this quarterly recap, David Shotwell and Nick Nauta look back at how markets finished 2025 and share what they
3rd Quarter 2025 Market Commentary and Economic Outlook
Despite all the worries about tariff policy causing a recession, global markets and the economy kept rolling through the third
S4E13 – Introducing Nathan Gardner, Intern
Join us for another engaging episode of Kitchen Table Finance! This week, Nick sits down with Nathan Gardner, an SRB
S3E35 – September Retirement Headlines
We’re back with another round of retirement planning headline news reviews. As we like to say, we read the news so you
S3E30 – Making Smart Housing Decisions in Retirement
Introduction Welcome to another episode of the Kitchen Table Finance Podcast! In this episode, Dave and Nick are joined by
First Quarter 2024 Market Commentary and Current Economic Update
The new year started with strong stock market returns, with the S&P 500, Nasdaq, European Stoxx 600, and Japanese Nikkei
140: Why Don’t We Just Put Everything in CDs?
Join Nick and Dave as they address some questions they have received recently about interest rates and CDs. Interest rates
Stocks and Interest Rates
A client asked me last week why the stock market goes down when interest rates are rising. This is a
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 115: Review of 2nd Quarter 2023
2nd Quarter 2023 Economic Update and Market Review The first quarter of 2023 was largely positive for the markets, but