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

Bond yields are rising. Does that mean investors should be concerned? Read More: hubs.li/Q04vjjTV0

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

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

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! hubs.li/Q04fPZMt0

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: hubs.li/Q04dQD030

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. hubs.li/Q0487rp_0

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