After a week of heightened anxiety over advancements in AI, market attention has shifted to global trade tensions. How should investors react? hubs.li/Q035p5Tr0

Markets are off to a strong start, but sentiment is down. What does this mean for investors? hubs.li/Q037lGGB0

Warren Buffett's latest shareholder letter is out! Here are five key takeaways that investors should note: hubs.li/Q038jwxc0

Smart investing starts with what you can control. Learn how your mindset can impact long-term financial success: hubs.li/Q038_Xvp0

Trade policy uncertainty has markets on edge, but there has been a silver lining for diversified investors so far this year: hubs.li/Q03bt__c0

How common is this type of market decline, and what has historically come after? hubs.ly/Q03cvL1j0

Markets saw a sharp reaction to unexpected global tariffs last week, reminding us that volatility—while unsettling—is not new. History shows recovery takes time, patience, and perspective. hubs.li/Q03g9vyS0

The Magnificent 7 are crashing back to earth. Here's how diversified investors have avoided the worst: hubs.li/Q03jptNb0

Graduate college? ✅ Land your first job? ✅ Now, what do you do with that first paycheck? From budgeting basics to saving strategies, we've compiled smart financial tips to help new grads manage their money. hubs.li/Q03k7hPx0

The case for international investing is stronger than ever. Our market update explains why geography matters when the dollar falls: hubs.li/Q03kqtHb0

We're proud to announce Ryan Cook as Lutz’s new Managing Shareholder, effective May 1, 2025. hubs.li/Q03ksZVt0

This week’s market update breaks down why a seemingly “boring” year has been anything but. hubs.li/Q03msTXP0

Ron Nebbia has officially redeemed his shares after more than three decades of service at Lutz. A visionary leader and strategic thinker, Ron helped shape our growth, launch new service lines, and build a firm culture rooted in MINDING WHAT MATTERS. hubs.li/Q03mNjLZ0

Couldn't attend our estate planning webinar? You can now watch the recording and get expert insights on trusts, taxes, and how to create a plan that works for you. hubs.li/Q03njZ-l0

"We're proud to be included among this group of highly respected firms. This recognition is a testament to the trust our clients place in us." - Jim Boulay, Investment Adviser and Managing Member at Lutz Financial lutz.us/blog/lutz-fina…

Despite endless headlines and market swings, patient investors have been rewarded for staying the course. hubs.li/Q03txKRq0

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

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

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

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