lutz financial blog
Further Developments in the Banking Industry + Financial Market Update + 3.21.23
The market’s attention remains focused squarely on the health of the banking system. We examine new developments from the last week and…
Turmoil in the Banking Industry + Financial Market Update + 3.14.23
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…
March Retirement Plan Newsletter 2023
This month’s retirement plan newsletter contains insights on plan committees for organizations, benchmarking, and planning financial…
The Decision Investors Must Get Right + Financial Market Update + 2.28.23
Allocating your assets correctly is a critical hurdle to long-term investing success. Unfortunately, it is unique to every investor…
The Three-Year Anniversary of the Pandemic Selloff + Financial Market Update + 2.21.23
Three years ago this week, stocks reached their peak level before collapsing in the face of the global pandemic and the corresponding…
February Retirement Plan Newsletter 2023
This month’s newsletter contains insights on offboarding employees from your 401k plan, plan features to attract/retain talent, and more…
Tax Credits Increase for Companies Establishing a Retirement Plan in 2023
On December 29th, 2022, the omnibus spending bill, which included the SECURE Act 2.0, was signed into law. One of the major enhancements…
The Wealth Creating Power of the Stock Market + Financial Market Update + 1.31.23
Recent volatility in both the stock and bond markets has some investors searching for a safer alternative. After delivering a positive…
The ETF Revolution Turns 30 + Financial Market Update + 1.24.23
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 Return of the Value Premium + Financial Market Update 1.18.2022
The roughly 3% difference in annual return is referred to as the ‘Value Premium.’ Investors that wish to increase their expected return…
January Retirement Plan Newsletter 2023
This month’s newsletter contains insights on investment policy statements, inflation, contribution limits, and more…
SECURE 2.0 Act of 2022
In December of 2022 Congress passed the Consolidated Appropriations Act, 2023 which contains a large section covering retirement…
2022 Year in Review + Financial Market Update + 12.27.22
Here is a brief recap of what was driving the markets during the year and what investors can expect as we enter 2023…
What Market Efficiency Means for Investors + Financial Market Update + 12.20.22
What makes the markets so efficient? And what does it mean for investors? The stock market can be thought of as a massive information…
10.11.23 | Creating & Maintaining a Company Retirement Plan | Webinar
In the webinar, Lutz experts help you understand how the PEP works, its benefits, and how to transition your business’s retirement plan…

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