Shotwell Rutter Baer

We 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 speaker and you will really enjoy what he has to say. […]

VISION is the third step in our Strategic Reliable Blueprint process we walk every one of our clients through.

The Foundations meeting is the second step in our Strategic Reliable Blueprint process we walk all of our clients through. 

Join Dave and Nick as they discuss the first step in the Shotwell Rutter Baer Stratetic Reliable Blueprint process. The FIT Meeting.

Fair is fair. Nick interviewed Dave about his personal finances in How Financial Planners Handle Their Own Finances, so in this episode, Dave gets a chance to interview Nick. What is important to Nick Nauta about money? For me the most important thing about money is family. Not only the ability to take care of […]

In a rare look under the hood, Nick interviews Dave on how he manages his own finances and investing. Listen to the entire episode for all the nitty-gritty on how certified financial planners use all that knowledge about money in their own lives. Here are the highlights: Dave’s secret to success is, “Make a conscious […]

Each summer we look forward to working with new interns through our teaching program. Today we interview Ashley, a senior at Michigan State University in the Wealth Management Progam. 

Here is our review of the Second Quarter of 2021. If you have any questions or would like a review of your portfolio and financial plan, contact our advisors by calling or emailing us at 517-321-4832 or info@srbadvisors.com. 2Q 2021 Broad Markets The market has continued to climb through the middle of 2021 as the […]

Join Dave and Nick as they chat with Kim Barber, owner of Globetrotter Travel, about traveling during a Pandemic. What does travel look like now? What to prepare for. Learn from a world traveler. Today’s Guest: Kim Barber, world traveler, and owner of Globetrotter Travel. Kim is a travel enthusiast, recovering over-packer, and owner of Globetrotter Travel. She’s […]

Your big questions and answers surrounding real estate today and selling a house in the Lansing area are answered by realtor, John Douglas. Tune in!

Get started in managing money as early as possible. Here are some things to think about and how to help your older children set themselves up for success.

How are you budgeting for vacation?  It’s early summer in Michigan, and for a lot of families that means road trips to up north destinations, cottage rentals on lakes, and, sometimes, too much fudge and ice cream. Vacation season can also mean budget troubles: nobody likes to be cheap when on vacation, and these unknown, […]

Stock market data is everywhere we turn these days. This episode breaks it down and helps you understand how it works.

Inflation can impact the financial markets, and we know it has been on the minds of many of our clients. Here is what has been going on.

Join Dave and Nick as they talk about the pros and cons of investment real estate. Hear Dave's opinion on why he decided he wasn't for him.

Often in financial planning, we face questions where the right answer is based on weighing a choice’s pros and cons and understanding the tradeoffs. Pension choices are one of those questions. If you are covered by an employer pension, you will face choices at retirement that can have long-lasting financial impacts. However, because we don’t […]

Cryptocurrency, and Bitcoin, in particular, have been a hot topic of conversation in the world of finance. Since we get a lot of questions on the topic, we thought we should address them in this week’s podcast. It’s important to understand what a cryptocurrency is – and is not – before you consider buying one. […]

Dave and Nick's review of First Quarter 2021. If you have any questions or would like a review of your portfolio and financial plan, contact us today!

Michigan State offers three retirement plans that work together based on how much the employee intends to save. Here are some tips on how to make the most of them. The first two plans work together: the MSU 403(b) Base Retirement Plan receives the employee’s first 5% of income contributions along with the University’s matching […]

Budgeting is hard enough for most people, but when you only get paid nine months out of the year, how do you manage your month-to-month expenses? The trick is to budget for the summer during the rest of the year.  You do this by building up a balance that you can use to see you […]

My adult child needs financial help. Can I afford it? Should I help? We get questions about how to financially help adult children all the time from our clients. This is a true kitchen table conversation about real life and real decisions. Oftentimes parents feel they do not have a choice and should help their […]

Nick and I interviewed Molly Petitjean, an estate planning attorney with the law office of Buhl, Little, Lynwood, and Harris, PLC in East Lansing, Michigan.

Staying invested in a portfolio that is tax-efficient, cost-effective, and takes the appropriate amount of risk is the key to long-term success.

Do you qualify and things you may be able to do in order to maximize your benefits with the current American Rescue Plan.

A Roth IRA allows you to put money away long-term. If you are eligible to contribute, it can become a powerful retirement savings vehicle.