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January Retirement Plan Newsletter 2021
This month’s newsletter contains insights on 3(38) advisory services, former employee plan assets, plan committee charters, and more…
Growth Trounced Value in 2020 + Financial Market Update + 1.12.21
For the fourth consecutive year, growth stocks have outperformed their value counterparts. The degree of outperformance in 2020, however, was on a different level. Small and mid-cap value stocks trailed…
2020: Year In Review + Financial Market Update + 1.5.2021
There are decades when nothing happens: and there are weeks where decades happen. As I sit with clients and reflect on the year that was…
bitcoin back in the spotlight + Financial market Update + 12.29.20
Over the last few months, Bitcoin has recaptured the imagination of investors. While risk assets, in general, have had a strong quarter, Bitcoin…
My Values or My Investments… Why Not Both? Implementing ESG
Most investors are familiar with the terms ESG, socially responsible, and sustainable investing. However, these investment philosophies can mean very different things. Over the past ten years, investors…
IPOs Approach Record Volume in 2020 + Financial Market Update + 12.15.20
The volume of Initial Public Offerings (IPOs) is within striking distance of a record in 2020. Recently, investors have been willing to open their wallets for any stock offering growth as the global pandemic…
Chris Wagner Awarded NAPA’s 2021 Top Retirement Plan Advisors Under 40
Lutz, a Nebraska-based business solutions firm, is excited to announce that Chris Wagner, Investment Adviser at Lutz Financial, has been selected as one of the National Association of Plan Advisors…
December Retirement plan newsletter 2020
This month’s newsletter contains insights on post-election investment commentary, annual retirement plan notices, savings goals, and more…
This Indicator Suggests Investors Are Too Optimistic + Financial Market Update + 12.8.20
Investor sentiment surveys are powerful tools that provide the ability to gauge the expectations of other investors. Survey results can be noisy…
Will I Outlive My Assets? Finding the Retirement Sweet Spot
Will you be ready to retire when the time comes? Ultimately, one’s roadmap can be viewed as an algebra equation. There are many variables to this equation, some we can control and others we cannot…
The Magic of Compounding + Financial Market Update + 11.24.20
For many investors, successful investing means outperforming the market each year. This is a monumental challenge because current stock prices represent the aggregate expectation of all participants…
Prudent Investment Options for Company Retirement Plans
Company-sponsored 401k’s/403b’s/457’s have replaced traditional pension plans and become America’s retirement plan of choice. For many employees, their company retirement plan…
Risk and Return + Financial Market Update + 11.17.20
When we advise clients about their investments, we always look at it through a lens of weighing risk & return. Take more risk, and one should expect higher rates of return. We believe that these two factors will…
November Retirement Plan Newsletter 2020
This month’s newsletter contains insights on election year investments, retirement income surveys, retirement plan basics, and more…
Stocks Move Higher Post Election + Financial Market Update + 11.10.20
For months, investors have been fixated on the election, and many feared the result would seriously impair their portfolio. With the S&P 500…
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