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April Retirement Plan Newsletter 2021
This month’s retirement plan newsletter contains insights on investment policy statements, 401(k) plan tax credits, retirement plan committee activities, and more…
5 Ways Mobile Apps are Changing Personal Finances
Financial apps today can help you invest, create budgets, and transfer money. Here’s how mobile apps are transforming personal finances…
Should You be Concerned About the recent Rise in Bond Yields? + Financial market Update + 3.30.21
Here are a few reminders for how bonds work, how you can mitigate interest rate risk, and how investors should think about their bond allocations moving forward…
Lessons from the COVID Crash + Financial Market Update + 3.23.21
On this day one year ago, the stock market reached the lowest point during the pandemic-related crash. From the all-time high set the month prior, the S&P 500 fell roughly 34%…
March Retirement Plan Newsletter 2021
This month’s retirement plan newsletter contains insights on investment refresh, excessive fee litigation, QDIA, and more…
Rising Rates, Inflation & the Fed + Financial Market Update + 3.16.21
The Fed has previously articulated its belief that inflation pressures are transitory. It will maintain some of its non-traditional measures of accommodative policy (bond purchases) and maintain interest rates…
3.3.21 | Financial Market Update | Recording
In this presentation, Josh Jenkins and Justin Vossen of Lutz Financial analyze the current state of the markets and examine thoughtful approaches to investing…
The Case for International Stocks + Financial Market Update + 3.2.21
In recent years, the US market has consistently outperformed international markets as a whole. Having a large home bias, therefore, has likely contributed to higher returns. Moving forward…
The Wisdom of the Crowd + Financial Market Update + 2.23.21
Rather than searching for those twenty-dollar bills, investors are better served by ensuring proper diversification, managing costs/taxes, and tilting the portfolio to the factors that have been shown…
The Importance of Rebalancing + Financial Market Update + 2.16.21
The stock market has some serious momentum. After ending last year at an all-time high, the S&P 500 has continued to rally and has closed at a new record…
February Retirement Plan Newsletter 2021
This month’s newsletter contains insights on private equity investments in defined contribution plans, common fiduciary errors, and more…
The Current Financial Health of the American Consumer
Through the third quarter of 2020, personal income per capita has risen to a record. A combination of stimulus money, increases in…
Patience as an Investment Strategy + Financial Market Update + 2.9.21
In an attempt to earn above average-returns, many investors wind up earning below-average returns. Even worse, they must contend with…
The Frenzy in Meme Stocks + Financial Market Update + 2.3.2021
WANT TO RECEIVE FINANCIAL MARKET UPDATES STRAIGHT TO YOUR INBOX?FINANCIAL MARKET UPDATE 2.3.2021 AUTHOR: JOSH JENKINS, CFASTORY OF THE WEEK The Frenzy in Meme Stocks Over the past ten days, I have fielded more questions from friends about stocks than I have in the...
The True Cost of Investing + Financial Market Update + 1.26.21
The stock market’s 10% average return was much higher than what could have been earned on a risk-free investment. Any investor that hoped to…
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