Join Nick and Dave for their 3rd Quarter 2023 Economic and Market Update.

Watch this episode on YouTube HERE

You can read the in-depth blog article HERE

Our portfolio managers at East Bay Investment Solutions provide us every quarter with what they consider the positives and negatives of our current economic situation, as well as in-depth commentary on the past quarter’s markets. You can download their full report here, as well as watch the video of their recorded presentation.

As Mario notes in the video, he was putting the commentary together before and during the attacks on Israel by Hamas, so that did not make it onto the list as a reason for concern. However, it is a development to monitor. So far, the economic and market impacts of the unrest in the Middle East have been muted.

While we feel it is important for our clients to understand their portfolios and what is going on in the markets and the economy, as always, we remind everyone that the key to success is remaining invested for the long term.

Please click here for the full report from our partners at Eastbay Investment Solutions.

Shotwell Rutter Baer is proud to be an independent, fee-only registered investment advisory firm. This means that we are only compensated by our clients for our knowledge and guidance — not from commissions by selling financial products. Our only motivation is to help you achieve financial freedom and peace of mind. By structuring our business this way we believe that many of the conflicts of interest that plague the financial services industry are eliminated. We work for our clients, period.

Click here to learn about the Strategic Reliable Blueprint, our financial plan process for your future.

Call us at 517-321-4832 for financial and retirement investing advice.