The Two Most Important Stock Market Charts
There are a lot of folks out there right now on financial cable channels, on the internet news outlets, social
What is a Fee-Only Financial Planner?
We don’t love the term either, because it is hard to figure out what it means. But we do stand
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
Should I Hire a Financial Advisor?
Should You Hire a Financial Advisor? YES (maybe) When? Now (or later) Join Dave and Nick as they talk about
Starting A New Job – Rolling Over a 401K
Are you starting a new job? Do you have a 401K to roll over? This is the podcast episode for
Power of Inflation – What’s going on?
Join Dave and Nick around the Kitchen Table to talk about Inflation. Inflation hasn’t been a real issue in American
Investment Philosophy and East Bay Introduction
Dave and Nick talk about Shotwell Rutter Baer’s investment philosophy. They also introduce their new partnership with East Bay Investment
2021 Q4 Quarterly Market Review
Join Dave and Nick as they talk about what the market did overall for 2021, what is going on right
Financial Goals for 2022 – Things to Consider NOW
Have you set your financial goals for 2022? Dave and Nick go over many things that you should be thinking
Key Elements of Financial Planning
Join Dave and Nick as they recap the SRB financial planning process and list out the key elements they look