lutz financial blog

While economic growth is expected to finish 2022 off on solid footing, expectations for 2023 are not as rosy. Many investors and economists…

The classic 60-40 portfolio, which represents an asset allocation with 60% invested in stocks and 40% in bonds, is having one of its worst…

The Consumer Price Index (CPI) data surprised the market, with the rate of price increases in October coming in lower than expected…

It has been a very tough start to the year for a handful of extremely popular large-growth companies. Collectively known as FANMAG…

This week’s Financial Market Update provides a summary of the major changes to tax provisions, schedules, and other adjustments…

Investors must remember that even during the strongest bull run in history, investor anxiety and bouts of volatility were relatively…

So why did objectively ‘good’ news result in a clearly ‘bad’ outcome for stocks? The answer has to do with the labor market and inflation…

If you knew tomorrow’s news today and knew that higher than expected inflation and the 4.3% two-year was coming?…

For decades there has been a contentious debate around the use of active versus passive investment options. Historically, active managers…

It does appear that inflation has already peaked on a year-over-year basis, and pockets of recent economic data have continued to show…

The stock market ended the last week on a sour note due to a speech made by Federal Reserve Chairman Jerome Powell…