Financial Planners
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S4_Ep33.mp3Podcast: Play in new window | DownloadIn this quarter-end chat, Dave Shotwell and Nick Nauta unpack what actually happened in Q3 2025 and why portfolios held up despite a steady stream of gloomy headlines. They cover broad market strength, the first Fed rate cut in September, what a government shutdown […]
Despite all the worries about tariff policy causing a recession, global markets and the economy kept rolling through the third quarter of 2025. Real GDP showed 3.8% growth through the end of the second quarter, and expectations are that we’ll see similar results for the third quarter. However, signs point […]
If we had predicted at the beginning of the second quarter that a balanced stock and bond portfolio would be return close to 7% for the quarter and have positive year to date returns over 7.5% by July, we would have sounded crazy. Honestly, predicting that would have felt crazy, […]
The first quarter of 2025 started strong but saw US markets reverse course as the Trump administration’s tariff policies grabbed the headlines. Meanwhile, international stocks as well as bonds posted gains for the quarter, offsetting some of the negative domestic returns in diversified portfolios. While economic indicators such as inflation […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/KTF_S4_E1.mp3Podcast: Play in new window | Download Welcome back to Kitchen Table Finance for Season 4! In this highly anticipated episode, Dave and Nick dive into their annual predictions for 2025, reflecting on their 2024 forecasts and offering insights into what might be ahead for the markets, economy, and more. […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_Ep37.mp3Podcast: Play in new window | DownloadIn this episode, we dive into the key developments in the markets during the third quarter of 2024, along with an update on the current economic environment. Join us as we discuss how stocks surged across the globe, inflation continues to cool, and the […]
Note: Listen to our latest Kitchen Table Podcast Episode where Dave and Nick Discuss this in detail. S3E25 – Q2 2024 Review and Q3 Outlook Stock and bond returns were mixed overall for the second quarter. The broad US indices continued to push higher in the second quarter of 2024, […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_E15.mp3Podcast: Play in new window | DownloadIn this episode, we kick off with a warm welcome and jump straight into our Q1 quarterly review followed by the Q2 outlook. Despite entering the year on a shaky start, Q1 turned out exceptionally well, building on the achievements of a strong 2023. […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3E10.mp3Podcast: Play in new window | DownloadWelcome back to our much-anticipated March 2024 edition of “Retirement Planning Headlines,” where we save you the hassle of combing through endless financial articles. This month, we’ve even had listeners chime in with topics for our deep-dive discussions. Watch on YouTube HERE Key Takeaways […]
Welcome to the “Market Minute” series! In this weekly blog post, Dave provides you with all the latest updates on market and economic trends that you need to stay on top of. Stock Market US markets were down last week while developed international stocks and emerging markets performed quite well. […]
© 2025 Shotwell Rutter Baer • Powered By The Media Advantage