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Investment Planning

The Two Most Important Stock Market Charts

The Two Most Important Stock Market Charts

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/Kitchen_Table_76.mp3Podcast: Play in new window | DownloadThere are a lot of folks out there right now on financial cable channels, on the internet news outlets, social media, and even print media talking about the markets, the economy, and where things are headed. Most of them are making exciting predictions of […]

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What Is A Fee Only Financial Planner

What is a Fee-Only Financial Planner?

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/Kitchen_Table_73.mp3Podcast: Play in new window | DownloadWe don’t love the term either, because it is hard to figure out what it means. But we do stand by being fee-only advisors. Simply put, our clients pay us a fee for financial planning and investment advice. We do not make any commission […]

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5 Investment Insights Second Quarter 2022

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?

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/Kitchen_Table_70.mp3Podcast: 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

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/Kitchen_Table_69.mp3Podcast: 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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Power Of Inflation What's Going On (1)

Power of Inflation – What’s going on?

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_66.mp3Podcast: Play in new window | DownloadJoin Dave and Nick around the Kitchen Table to talk about Inflation. Inflation hasn’t been a real issue in American lives for about 30 years. But just like everything financial, it is cyclical. So, what is going on with inflation in 2022? Find out […]

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Investment Philosophy And East Bay Introduction

Investment Philosophy and East Bay Introduction

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_64.mp3Podcast: 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

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_63.mp3Podcast: 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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Financial Goals For 2022 Things To Consider Now

Financial Goals for 2022 – Things to Consider NOW

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_62.mp3Podcast: Play in new window | DownloadHave you set your financial goals for 2022? Dave and Nick go over many things that you should be thinking about this month to set yourself up for a great financial year in 2022. Even if you do have goals, you might find some […]

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Key Elements Of Financial Planning

Key Elements of Financial Planning

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_60.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they recap the SRB financial planning process and list out the key elements they look at with each client as they walk them through their personalized financial planning goals. Some of the nitty-gritty decision-making things that make a successful […]

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