lutz investment management blog

Nobody Talks About Rick Anymore?

Nobody Talks About Rick Anymore?

In the 1970s Warren Buffett and Charlie Munger had another partner named Rick Guerin. Here’s what he can teach you about market patience…

The Pitfalls of Income Investing

The Pitfalls of Income Investing

As people advance toward retirement, their investment objectives inevitably shift. During their working years, the goal is to build wealth. By forgoing some consumption today, investors accumulate future spending power…

Being Too Conservative Can Be a Risky Strategy

Being Too Conservative Can Be a Risky Strategy

It is generally accepted that when it comes to investing, there is a relationship between risk and returns. When done intelligently, increasing portfolio risk provides a corresponding increase to expected return…

Is Value Investing Dead?

Is Value Investing Dead?

Value investing has been around for nearly a century, developing a devout group of followers over time. Some of the world’s most prominent investors employ a variation of the strategy, including Omaha’s…

Outsmarting the Ivy League?

Outsmarting the Ivy League?

Each year, the National Association of College and University Business Officers and Common Fund Institute produce a study on the returns of college endowments.[1]  This study tracks the results of University investment portfolios by size of their endowments…

Timing is Not Everything

Timing is Not Everything

The financial industry analyst firm Dalbar has been tracking investor returns for more than 30 years. Their studies take into consideration general investor cash inflows and outflows into equities over time and its effect on performance…

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