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
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
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
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
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
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
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
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
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
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
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 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
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 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
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