LUTZ BUSINESS INSIGHTS
Lutz Financial adds Josh Jenkins
Josh joins the firm as a Senior Portfolio Manager & Head of Research. He is responsible for assisting clients in the construction, selection, and risk assessment of their investment portfolios. In addition, Josh will provide on-going research and trade support. Jenkins received his Bachelor’s degree in accounting from the University of Nebraska at Lincoln.
If you buy and sell items, you need capable inventory management tools to track them. QuickBooks provides a solid base with its product record templates…read more
This month’s newsletter contains insights on ways to increase employee retirement contributions, investment options, reasons to roll into your employer’s plan vs. an IRA, and more…read more
We’ve all heard the saying, “The key to a good relationship is communication”. This is especially true for families who want to perpetuate their wealth and values over multiple generations. Research has shown that most…read more
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