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Highlights from the Latest Tax Proposal + Financial Market Update + 9.14.21
House Democrats via the Ways and Means Committee detailed the proposed tax increases on corporations, investors, high-income individuals…
Lutz Expands 401(K) Services with Pooled Employer Plan (PEP) Offering
Lutz Financial recently announced its partnership with Newport, a leading independent retirement services provider, to offer the Lutz Financial Pooled Employer Plan (PEP)…
International Diversification in Charts + Financial Market Update + 9.7.21
Diversifying equity exposure internationally can potentially reduce volatility and smooth out periods of extreme performance disparity…
Creating an Investment Policy for a Nonprofit Organization
Lutz has helped many nonprofit boards put an investment policy together for their entity. Boards naturally have a fiduciary duty…
The Hidden Risk of Holding Too Much Cash + Financial Market Update + 8.24.21
While keeping assets in cash is an effective way to limit portfolio volatility, doing so can expose investors to other risks…
Lutz adds Alec Johnston and Sebastian Tine
Lutz welcomes Alec Johnston and Sebastian Tine to its Omaha office. Alec joins Lutz Financial and Sebastian joins Lutz Tech…
August Retirement Plan Newsletter 2021
This months retirement plan newsletter contains insights on generational influences and behavioral finance, retirement plan document…
Are Market Forecasts Valuable? + Financial Market Update + 8.3.21
In the long-term, investors would be better served by holding a diversified portfolio rather than constantly repositioning a portfolio to bet on the next forecast…
Lutz Announces 2021 Shareholder and Director Promotions
Lutz recently announced its shareholder and director promotions for 2021…
Can a Market Decline Be a Good Thing? + Financial market Update + 7.20.21
It is important to remind investors that volatility is a normal and healthy feature of investing in the stock market. Selloffs can reset…
July Retirement Plan Newsletter 2021
This month’s newsletter contains insights on bitcoin, fiduciary liability, bundling, and more…
The Inflation Debate Continues + Financial Market Update + 7.13.21
Inflation continues to be one of the main storylines gripping the markets in 2021. The question isn’t if we will see sharp price increases or not, as they have been spiking…
Average Returns are Rare + Financial Market Update + 6.29.21
Over the last century, the US stock market has been a wealth-creating machine. With an average annual return of just over 10%, a buy-and-hold investor should…
Long-Term Care Planning 101
One of the most difficult decisions clients will make in the financial planning process is planning for long-term care (LTC)…
Common Behavioral Biases and How to Overcome Them + Financial Market Update + 6.15.21
A powerful tool investors can use to avoid the damaging effects of behavioral biases is a financial plan. Establish a strategy in advance…
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