U.S. stocks have been on a tear for eighteen months. After reaching a bear market bottom in October ...
Read more
- Services
- Accounting
- Consulting
- Financial
- M&A
- Talent
- Tech
- Accounting Services
News & Insights
%20(1)-Jan-02-2024-09-05-00-8712-PM.jpg?width=300&height=175&name=Untitled%20design%20(2)%20(1)-Jan-02-2024-09-05-00-8712-PM.jpg)
News
Tax Season Updates
Upload documents securely, review important deadlines, and get answers to client portal questions.
- Consulting Services
Resources
%20(1)-Mar-08-2024-09-22-41-1011-PM.jpg?width=300&height=175&name=Untitled%20design%20(5)%20(1)-Mar-08-2024-09-22-41-1011-PM.jpg)
Guide
How To Avoid Being Negligent When It Comes To Risk
When you're running a business, you can't afford to be negligent when it comes to risks and planning for them. These six steps will help you get started.
Business Insights
%20(1)-Mar-08-2024-09-27-14-7268-PM.jpg?width=300&height=175&name=Untitled%20design%20(6)%20(1)-Mar-08-2024-09-27-14-7268-PM.jpg)
Blog
Comparing Business Valuation Methods: Which is Right for You?
Valuation experts rely on three primary approaches to determine the value of a business: income approach, asset approach, and market approach.
- Financial Services
NEWS & INSIGHTS
MARKET COMMENTARY
Financial Market Updates
Want to receive financial market updates straight to your inbox? Sign up below!
- M&A Services
Resources
%20(1)-Mar-08-2024-09-11-30-0067-PM.jpg?width=300&height=175&name=Untitled%20design%20(3)%20(1)-Mar-08-2024-09-11-30-0067-PM.jpg)
Guide
Factors to Consider When Selling a C Corporation
Understand the tax issues affecting both buyers and sellers involved in C corporation merger and acquisition transactions
Business Insights
%20(1)-Mar-08-2024-09-18-53-4361-PM.jpg?width=300&height=175&name=Untitled%20design%20(4)%20(1)-Mar-08-2024-09-18-53-4361-PM.jpg)
Blog
5 Key Items to Review During Financial Due Diligence
The due diligence phase is critical for a Buyer to better understand the Target’s business operations and the overall quality of the financial information.
- Talent Services
News & Insights
-Mar-08-2024-09-03-21-1119-PM.jpg?width=300&height=175&name=Untitled%20design%20(1)-Mar-08-2024-09-03-21-1119-PM.jpg)
Blog
Benefits of Outsourcing Your Human Resources Function
HR responsibilities can quickly become overwhelming for small business owners. Alleviate the burden and save money in the long run by outsourcing your HR functions.
- Tech Services
Resources
-2.png?width=264&height=160&name=Website%20Featured%20Content%20Images%20(1)-2.png)
Guide
Introducing Data Analytics into Your Business
Integrating data analytics into your business can help your revenue grow, the organization mitigate risk, or gain insight into your business operations.
Business Insights
-Mar-08-2024-08-50-35-9527-PM.png?width=300&height=175&name=Untitled%20design%20(1)-Mar-08-2024-08-50-35-9527-PM.png)
Video
Pella Client Testimonial
I've used them for valuation work, stock transfers, hosting all of my technology, and now data analytics. I'd say they lead the pack in terms of anticipating what I'm going to need before I even know I need it.
Business Insights
BLOG
Explore Topics
Get the latest news and insights on relevant topics that matter most to you.
Webinars & Events
Events
Register Today
Register for an upcoming event or access our library of on-demand recordings.
Lutz Talk Business
PODCAST
Tune In
Subscribe today for entrepreneurially spirited episodes of witty commentary for young professionals.
Resources
EBOOKS & GUIDES
Download Now
Take a deep dive into challenging business topics with these free educational resources.
- News & Insights
- Achiever, Competition, Ideation, Significance, Command
Josh Jenkins, CFA
Chief Investment Officer, Principal
Josh Jenkins is a Chief Investment Officer and Principal at Lutz Financial. He began his career in 2010. Josh leads the Investment Committee and specializes in assisting clients with portfolio construction, asset allocation, and investment risk management. He is also responsible for portfolio trading, research and thought leadership, and the division's analytics and operational efficiency. He lives in Omaha, NE.
Areas of Focus
- Asset Allocation
- Portfolio Management
- Research & Data Analytics
- Trading Team Oversight
Affiliations & Credentials
- Chartered Financial Analyst®
- Chartered Financial Analyst Institute, Member
- Chartered Financial Analyst Society of Nebraska, Member
Educational Background
- BSBA, University of Nebraska, Lincoln, NE
Thought Leadership
Market Commentary
How Often Does Large-Growth Outperform? + 4.16.24
Market Commentary
What does the election mean for your investments?...
In election years we frequently get questions about how the markets might be impacted by the ...
Read more
Market Commentary
A Milestone for Index Funds + 3.26.24
Passive index funds achieved a notable milestone at the end of 2023. For the first time ever, the ...
Read more
