Close

investing

Welcome Kirt Runyan

Welcome Kirt Runyan to the SRB Team

Welcome, Kirt Runyan! We are excited to announce that Kirt Runyan has joined our team, working as an Administrative Assistant in our Lansing office. While he is new to the financial planning industry, he has extensive customer service and administrative experience. He is helping to: schedule client meetings sends follow-up […]

Read More
Episode 49 Our Fit Meeting Process

Our FIT Meeting Process

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_49.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they discuss the first step in the Shotwell Rutter Baer Stratetic Reliable Blueprint process. If you prefer to watch this episode click here for the video. We walk every client through our process and it starts with a FIT […]

Read More
How Financial Planners Handle Their Own Finances

How Financial Planners Handle Their Own Finances

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_47.mp3Podcast: Play in new window | DownloadIn a rare look under the hood, Nick interviews Dave on how he manages his own finances and investing. Listen to the entire episode for all the nitty-gritty on how certified financial planners use all that knowledge about money in their own lives. If […]

Read More
Understanding Stock Market Information

Understanding Stock Market Information

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_38.mp3Podcast: Play in new window | DownloadStock market data is everywhere we turn these days. The evening news will tell us whether the market was up, or the market was down. Most major news websites portray the market with a series of numbers in green for good days and red […]

Read More
Our Investment Philosophy

Our Investment Philosophy

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_27.mp3Podcast: Play in new window | DownloadDealing with volatile markets requires discipline, and we believe it is important to have a written philosophy. Our firm follows the following principles when we make portfolio choices and evaluate the asset managers and model builders with whom we work. #1. Short-term market returns […]

Read More
How Does A Roth Ira Work

How Does A Roth IRA Work?

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_26.mp3Podcast: Play in new window | DownloadA Roth Individual Retirement Account (IRA) allows you to put money away long-term. If you follow the rules, your distributions during retirement are tax-free. If you are eligible to contribute to a Roth IRA, it can become a powerful retirement savings vehicle. How Does […]

Read More
Investing In New Industries

Investing in New Industries

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_24_.mp3Podcast: Play in new window | DownloadHow do you make educated guesses on investing in new industries and which ones are going to pay off? In the early fall of 2019, I got an email from a client asking whether Beyond Meat, a young company in the new “meat alternative […]

Read More
Charitable Giving Strategies

Charitable Giving Strategies

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_22.mp3Podcast: Play in new window | DownloadFor many of our clients, charitable giving is an important part of financial planning. Supporting causes in which you believe can be a very rewarding goal. Traditionally, the tax code has supported charitable giving and encouraged Americans to be generous with their support of […]

Read More
The Game Stop Problem

The Game Stop Problem

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_21.mp3Podcast: Play in new window | DownloadFor the last few days, all the talk in the finance world has centered around a company called Game Stop. We’ve been fielding a lot of questions about what has been going on, and what it means for the economy and the markets. Game […]

Read More
Market Predictions

Prediction Season!

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_14.mp3Podcast: Play in new window | DownloadIt’s that time of year: Prediction Season! Along with new year’s resolutions, it’s time for economists and money managers to make market predictions. Some will be gloom and doom, constructing elaborate arguments about how the market is greatly overvalued and about to crash. Others […]

Read More