Financial Planners
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_55.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they explain the Strategy step of the Strategic Reliable Blueprint process for your financial success This is the step where we actually start to build solutions and recommendations for the client. This isn’t us making recommendations from on high, […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_54.mp3Podcast: Play in new window | DownloadAmy Gauden joins Nick and Dave to review the Organization step in our Stratetic Reliable Blueprint process. Watch on YouTube HERE If you are just joining us now, please go back and listen to the first 4 steps so you are all caught up. […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_52.mp3Podcast: Play in new window | DownloadWe are very excited about this quarter’s client webinar: ESG Investing 101 featuring Professor Apollo D. Lupescu from Dimensional Fund Advisors. Dr. Lupescu explains how to design and implement portfolios that take into account environmental, social, and corporate governance factors. He is a great […]
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 […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_50.mp3Podcast: Play in new window | DownloadThe Foundations meeting is the second step in our Strategic Reliable Blueprint process we walk all of our clients through. If you missed our previous episode on step 1- The FIT meeting, please review that first. If you’d rather watch this episode, you can […]
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 […]
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 […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_25.mp3Podcast: Play in new window | DownloadHow has the economy been impacted by Covid in the last twelve months? It’s been 12 months since the markets first felt the impact of the global Coronavirus pandemic. It’s been a crazy year. The market, our lives, and our emotions have been on […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_5.mp3Podcast: Play in new window | DownloadThis article and podcast explain the different types of financial planning companies and how they get paid. Choosing a financial planning firm to help you map out your future is not an easy task. There are several types of financial advisors who all charge […]
What a lousy week for the stock market. In case you were lucky enough to miss it, on Friday, the Dow and the S & P 500 dropped 3%, capping off an ugly four days. The market is down about 10% overall since the highs it hit in May. As […]
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