Lutz Financial

Lutz Financial provides comprehensive financial planning and investment advisory services to a premier clientele.

[Lutz Financial @LutzFinancial]

More IPO headlines don’t automatically mean opportunity. This week’s market update breaks down what’s driving the conversation and why context still matters for investors: https://t.co/KpmLJv8Xhg

[Lutz Financial @LutzFinancial]

As Managing Shareholder from 2015-2025, Mark Duren led remarkable firm growth while minding what matters most - our people, our culture, and developing the next generation of leaders. We’re deeply grateful for his leadership and lasting impact! https://t.co/Vvbpn5uMWj

[Lutz Financial @LutzFinancial]

Does a more uncertain market make it easier for active management to outperform? This week’s update looks at what the data has shown over time: https://t.co/ZFVDS5f3lR

[Lutz Financial @LutzFinancial]

This year, Lutz Financial celebrates 25 years of serving individuals, families, and businesses. What began as an expansion of services to meet evolving client needs has grown into a team of 22 professionals managing more than $3 billion in assets. https://t.co/xct4Nb3OEl

[Lutz Financial @LutzFinancial]

Market pullbacks can feel uncomfortable, but they’re not unusual. This week’s update looks at why staying disciplined remains one of the most important parts of long‑term investing: https://t.co/MGcSMyqpLg

[Lutz Financial @LutzFinancial]

This week’s Financial Market Update steps back from the headlines and examines what history can (and can't) tell us about investing during periods of geopolitical tension: https://t.co/Y5PTIRigcX

[Lutz Financial @LutzFinancial]

Today's market giants were once small companies. Here's why that's a compelling reason to own small caps today: https://t.co/Q2ypNMtsIB

[Lutz Financial @LutzFinancial]

The 60/40 portfolio gets declared dead after every market crisis. This week’s update explains why the obituaries are always wrong: https://t.co/TUn8iTUFkX

[Lutz Financial @LutzFinancial]

Market leadership changes, often when investors least expect it. This week’s update explores how international stocks regained momentum and why they remain attractive: https://t.co/qG7xLawBDd

[Lutz Financial @LutzFinancial]

Earning strong returns and surviving sharp drawdowns aren't separate experiences. They're two sides of the same coin.

Read More: https://t.co/NmmezFgoU2

[Lutz Financial @LutzFinancial]

This week's market update reminds us why entertaining market predictions shouldn't drive investment decisions: https://t.co/bPMlkMcGx9

[Lutz Financial @LutzFinancial]

Two investors can own similar portfolios and end up with very different results, simply because one paid more taxes along the way. This week's update covers three strategies to keep more of your money working for you: https://t.co/yVgfHaUsHG

[Lutz Financial @LutzFinancial]

Volatility is creeping higher again. What does this mean for investors? https://t.co/dnzuino7Im

[Lutz Financial @LutzFinancial]

History often rhymes, but will it repeat? This week's market update compares today's AI boom to the late-90s internet frenzy and what it means for your portfolio: https://t.co/gM06kY4Q9X

[Lutz Financial @LutzFinancial]

Gold is up 66% this year, but should you chase the rally? https://t.co/I1tzGGVWYY

[Lutz Financial @LutzFinancial]

Lutz Financial worked with a Nebraska-based general contractor preparing for a generational leadership transition. Together, we simplified the responsibilities of managing their 401(k) plan: https://t.co/kPUoFVewOI

[Lutz Financial @LutzFinancial]

Picking winners is easy. Beating the spread is hard. This week's market update explains why stock picking is a lot like sports betting - and why owning the field beats playing the odds: https://t.co/0SKlnAvOjq

[Lutz Financial @LutzFinancial]

With the job market softening, September 17 might be the Fed’s moment to lower rates further.

Read more: https://t.co/HuiLPFAAT1

[Lutz Financial @LutzFinancial]

Lutz Financial helped a professional services firm transform its outdated 401(k) plan into a strategic benefit aligned with tax goals, employee expectations, and operational efficiency, relieving administrative burdens while driving greater value. https://t.co/vzpZZTF3oU

[Lutz Financial @LutzFinancial]

The S&P 500 just hit another all-time high, and some investors are getting nervous. Our weekly update breaks down what history tells us about returns after record peaks: https://t.co/eZq2zPKJNM