lutz financial blog
Value Stocks Stage a Comeback + Financial Market Update + 8.9.22
Value investors have endured an extended stretch of relative underperformance. More recently, however, value has been making a comeback…
Spending Wisely: Youth Sports vs. College Savings
From a pure financial standpoint, re-routing a portion of the investment in youth sports to saving for college will prove significant…
Lutz adds Robyn Davis and Tom Hodgson
Lutz recently added Robyn Davis and Tom Hodgson to its Omaha office. Robyn, a Client Resource Assistant, and Tom, an Investment…
Are Rising Yields Bad for the Bond Market? + Financial Market Update + 8.2.22
It has been a challenging year for investors thus far and it’s not all due to the stock market. The bond market, for example, got off to…
What Does the Rough Start to the Year Mean for Investors? + Financial market Update + 7.26.22
The first half of 2022 was unpleasant for investors to say the least, with the S&P 500 down a painful 19.96%. In fact, over the last…
Lutz Announces 2022 Director Promotions
Lutz recently announced its director promotions for 2022. Congratulations to Merrick Aurora, Jaime Briganti, Tony DeSantis, Lauren…
Lutz Announces 2022 Associate through Manager Promotions
Lutz recently announced multiple promotions to manager, senior, and associate roles. Congratulations to Jack Boulay, Tom Docter, Jordan…
Are We Already in a Recession? + Financial Market Update + 7.19.22
What exactly is a recession? Is it likely that we are already in one? And what are the implications for investors if we are?..
July Retirement Plan Newsletter 2022
This month’s newsletter contains insights on safe harbor options, benefits of partnering with a Retirement Plan Advisor, and more…
Why is the Stock Market Cyclical? + Financial Market Update + 6.28.22
These (at times) exaggerated moves up and down are common and reflect the cyclicality that is inherent in the stock market…
Lutz Financial Named an Accounting Today 2022 Wealth Magnet
Lutz Financial was recently named one of Accounting Today’s 2022 Wealth Magnets: Top 150 Firms by Assets Under Management (AUM)….
Putting the Cryptocurrency Selloff Into Perspective + Financial Market Update + 6.21.22
We have been asked a lot about what knock-on effect the cryptocurrency free-fall could have on the general economy and other markets…
Investor Do’s & Don’ts During a Bear Market
Inflation, rising interest rates, fear of a recession, war in Ukraine and Covid lockdown in China have all driven recent market volatility…
June Retirement Plan Newsletter 2022
This month’s newsletter contains insights on ways to boost participation, pooled employer plans, beneficiary designations, and more…
What It Means to Enter a Bear Market + Financial Market Update + 6.14.22
Virtually every financial media outlet ran a story highlighting the fact that the stock market had entered a ‘Bear Market.’ What does…
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