Financial Planners
With the recent attacks in Israel on everyone’s minds, our partners at Clearnomics put together this excellent piece on how past events like this have played out in the economy and markets. On the morning of Saturday, October 7, Hamas launched a surprise attack on Israel killing hundreds and plunging […]
When interest rates go up, and you can earn what feels like a decent return in bank deposits, why monkey around with stocks and bonds? After all, right now you can earn around 5% in a money market fund or lock in 5.5% for a year in a certificate of […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_137.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they walk you through how to decipher and decode all the information that comes at us in the media regarding finances. Watch on YouTube HERE This is something we both talk about with our clients on a regular basis. […]
Back around 2001 when I was just getting started in the financial advice business, the advisor with whom I worked kept a Magic 8 Ball, the future predicting toy, on his desk. When clients would ask him to make any sort of prediction, he would pick up the ball and […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_109.mp3Podcast: Play in new window | Download Investor Profile Quiz Take OUR QUIZ to assess your own risk tolerance. What is your Investment Risk Tolerance? Join Dave and Nick as they discuss the all-important risk tolerance. This is a big subject and comes up all the time when we’re working […]
We have the messy year that was 2022 in the rearview mirror and we’re looking ahead to 2023. Inflation, Federal Reserve interest rate hikes, and Russia’s invasion of Ukraine drove the markets last year. If you’d like to hear our podcast episode on this topic, click here. As we look […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_103.mp3Podcast: Play in new window | DownloadThis is a pretty common question for our clients t ask in December and January. We’re in an industry where everybody loves to make bold predictions and there’s not a lot of accountability around what happens. Well, we need to be careful with that. If […]
The term bubble gets thrown around a lot by market commentators. Pessimistic bears tend to say the market is in a bubble whenever it has gone up since their bearish nature leads them to expect it should be down. But what is a bubble, and how should we use the […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_92.mp3Podcast: Play in new window | DownloadWhat is a marketing timing strategy for investing and does it work? Join Nick and Dave as they talk about marketing timing and their thoughts on it. People often ask us if they should sell their stock investments and “wait until the market is […]
People often ask us if they should sell their stock investments and “wait until the market is better.” Market timing as a strategy does not work. In addition to this article, check out our podcast episode on the topic of Marketing Timing. Markets are Generally Efficient That means all the […]
© 2024 Shotwell Rutter Baer • Powered By The Media Advantage