Financial Planners
Get ready for Episode 1 of the Season 3! In this episode, Dave and Nick reflect on their past predictions and make new ones for the year ahead. Watch on YouTube HERE. We admit that predicting the stock market is futile and useless, but cannot resist the urge to do […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_150.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they close out Season 2 of Kitchen Table Finance. They discuss setting realistic market expectations, especially in retirement. What is a realistic market expectation? Well, there’s a lot of research out there that shows that particularly in bull markets, […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_148.mp3Podcast: Play in new window | DownloadA lot of people might think it is the Christmas season, but as investors for the past twenty or so years, it also means that there are some different opinions on the market during this time of year. Watch on YouTube HERE We’re talking […]
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 […]
© 2025 Shotwell Rutter Baer • Powered By The Media Advantage