lutz financial blog

This month’s newsletter contains insights on early withdrawals, fee litigation, millennials saving, and more…

In light of these painful drawdowns across the stock market, it’s no surprise that investor sentiment is negative. According to a widely…

The stock market has been experiencing some heightened volatility recently. The S&P 500, which represents domestic large-cap stocks, is…

Here is a quick summary of what a yield curve inversion is and what it could potentially mean for investors…

New Data published last week from S&P Global showed active fund managers continued to struggle in 2021. With the S&P 500 gaining…

Last Wednesday, the Federal Reserve increased its benchmark federal funds rate, a move that was widely expected by the market…

Considering everything that is going on, some investors are questioning whether it still makes sense to be invested outside of the U.S…

The Russian invasion of Ukraine has gripped the markets over the last week. While volatility was already elevated, geopolitics appear…

As the market has priced in an increasingly aggressive Fed, the bond selloff has intensified. Through yesterday’s close (2/14), the…

Active investment management has a strong appeal for many investors. The problem, of course, is that it is far from being simple…