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.
Many early-retirement Boomers feel comfortable that their estate plan is in order, having put their estate plan in place when they had younger children. With adult children and the increase in the estate and gift tax exemption amounts…read more
Lutz M&A announced that it served as exclusive financial advisor to Fantasy’s, Inc. in connection with its recent acquisition by Casey’s General Stores, Inc. (“Casey’s). Casey’s is a Fortune 500 company (NASDAQ CASY)…read more
Lutz, a Nebraska-based business solutions firm, recently announced a new service line, Family Office Services. Lutz’s Family Office team assists high-net-worth families manage their family enterprise by helping them determine…read more
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