Lutz Financial

@LutzFinancial

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

Nebraska, USA lutzfinancial.com Joined November 2012

48 Following 109 Followers 346 Posts

Latest posts 5

Proud to be part of conversations shaping the future of wealth planning.

At @Vestwell's VEST conference, Chris Wagner, Director of Retirement Plan Services, joined industry leaders to discuss the trends, challenges and opportunities shaping financial advice today.

Lutz Financial @LutzFinancial Sep 30

AI enthusiasm is surging, interest rates are elevated, and markets continue to digest new risks and opportunities, making it easy to feel like action is required. This week’s update explores why reacting to every headline may do more harm than good: hubs.li/Q04yJMr-0

www.lutz.us The Market Is Harder to Outsmart Than It Looks | Market Update Investing has always presented us with compelling reasons to believe we know what comes next. The harder question is whether acting on it improves results.

Lutz Financial @LutzFinancial Aug 26

Bond yields are rising. Does that mean investors should be concerned?

Read More: hubs.li/Q04vjjTV0

www.lutz.us What Rising Bond Yields Do & Don't Mean | Market Update The bond market rarely leads the financial news, but lately it has been getting plenty of attention. Understanding why yields are rising is worthwhile.

Lutz Financial @LutzFinancial Jul 29

Midterms may influence the news cycle, but should they influence your investment strategy? Our latest Financial Market Update breaks down the data and what investors can learn from past election years: hubs.li/Q04r3-Dq0

Lutz Financial @LutzFinancial May 27

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: hubs.li/Q04j0Txb0

www.lutz.us The IPO Wave is Coming + Investors Should Be Careful | Market Update Anthropic. OpenAI. SpaceX. It is hard to remember a group of anticipated IPOs that has generated this much excitement before even reaching public markets.