lutz financial blog

The market’s attention remains focused squarely on the health of the banking system. We examine new developments from the last week and…

Over the past few days, the news flow has been dominated by the turmoil taking place in the banking industry. Within the span of a week…

Allocating your assets correctly is a critical hurdle to long-term investing success. Unfortunately, it is unique to every investor…

Three years ago this week, stocks reached their peak level before collapsing in the face of the global pandemic and the corresponding…

Recent volatility in both the stock and bond markets has some investors searching for a safer alternative. After delivering a positive…

Like a traditional mutual fund, ETFs allow investors to buy a diversified basket of stocks and/or bonds via a single ticker. ETFs have…

The roughly 3% difference in annual return is referred to as the ‘Value Premium.’ Investors that wish to increase their expected return…

Here is a brief recap of what was driving the markets during the year and what investors can expect as we enter 2023…

What makes the markets so efficient? And what does it mean for investors? The stock market can be thought of as a massive information…