LUTZ BUSINESS INSIGHTS
Family Office Millennial Educational Series – Financial Literacy Basics: Beginner’s Guide
Nick Hall and Josh Jenkins of Lutz Financial cover savings plans, insurance basics, and credit & debt, along with a Q&A session.
RECENT POSTS
Paycheck Protection Program Updates
The Consolidated Appropriations Act (CAA) passed at the end of December 2020 contained language reopening the Paycheck Protection Program…
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…
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