Lutz Financial

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: hubs.ly/Q048fk2f0

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: hubs.li/Q046l6JP0

Today's market giants were once small companies. Here's why that's a compelling reason to own small caps today: hubs.li/Q044xTtz0

The 60/40 portfolio gets declared dead after every market crisis. This week’s update explains why the obituaries are always wrong: hubs.li/Q042zFWY0

Market leadership changes, often when investors least expect it. This week’s update explores how international stocks regained momentum and why they remain attractive: hubs.li/Q041Mncw0

Earning strong returns and surviving sharp drawdowns aren't separate experiences. They're two sides of the same coin. Read More: hubs.li/Q040GNF30

This week's market update reminds us why entertaining market predictions shouldn't drive investment decisions: hubs.li/Q03YsWS90

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: hubs.li/Q03Wyz5j0

Volatility is creeping higher again. What does this mean for investors? hubs.li/Q03T-qyn0

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: hubs.li/Q03RRKG90

Gold is up 66% this year, but should you chase the rally? hubs.li/Q03PHM9F0

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: hubs.li/Q03LpC9b0

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: hubs.li/Q03JLk6V0

With the job market softening, September 17 might be the Fed’s moment to lower rates further. Read more: hubs.li/Q03HMHf20

Lutz Financial helped a professional services firm transform its outdated 401(k) plan into a strategic benefit aligned with tax goals, employee expectations, and operational efficiency, relieving administrative burdens while driving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. hubs.li/Q03GbxF40

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: hubs.li/Q03Dy6CT0

This week's Financial Market Update breaks down what the One Big Beautiful Bill Act means for your financial plan: hubs.li/Q03Bx5yw0

Lutz Financial's 401(k) team guided owners through a strategic plan redesign focused on tax savings, operational efficiency, and employee value - while preserving their time and peace of mind. Read More: hubs.li/Q03BlSF50

Heavy headlines, strong returns. Global markets gained 9.5% through June despite inflation, conflicts, and trade tensions. This week's market update shows why chaos and progress often coexist: hubs.li/Q03yst9D0

While retirement plans offer significant benefits, they also come with associated costs. Learn your options to pay these expenses and their impact on both short-term tax benefits and long-term retirement outcomes. Read More: hubs.li/Q03tYtLG0