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Thursday, March 15, 2018

Think back to your last major decision, whether it was a career move, a relocation, a medical treatment, or something else entirely. Did you make a quick choice without exploring your options, or did you conduct research and gather as...

 

Thursday, March 15, 2018

Have you ever wondered where is the best place to start reviewing your finances? Is it cash flow, debt reduction, or an investment analysis? Is it understanding beta, standard deviation or the differences between tactical, active or...

 

Friday, January 26, 2018

At Lutz & Associates, we work with a number of individuals, families, and business owners. They’ve worked hard to attain their savings and they want to ensure it is protected for the future so they can confidently transition into...

 

Thursday, January 11, 2018

When you get dressed, do you put your pants on first and your underwear on next? Do you put your shoes on before your socks? I know this is a silly analogy but bear with me. If you don’t get dressed in the right order, you would...

 

Wednesday, December 6, 2017

A doctor doesn’t just offer health advice to his patients. He also follows his own advice for healthy living. At Lutz & Associates, we aim to do the same thing. The advice we provide to our clients is similar to the advice we...

 

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Tuesday, October 3, 2017

We are happy to announce the opening of our new office location. The new location will accommodate our growing firm and allow us to offer greater convenience and flexibility to our clients. Lutz & Associates works in affiliation with...

 

Tuesday, September 19, 2017

Do you know what drives your investment returns? If you’re like most people, the first thing that comes to mind is probably market performance. Many advisors consistently tell their clients the same lie: that the performance of...

 

Thursday, August 31, 2017

Do you have a feeling that you need help with your budget or retirement plan, but aren’t sure where to start? Do you dream of retiring on your schedule, but aren’t sure how to plan for the transition? Do you have specific...

 

Tuesday, July 11, 2017

During the accumulation phase of life we should carefully plan to protect and build our wealth with a focus on turning cash-flow into net-worth. During the distribution phase of life (retirement) we need to learn how to turn net-worth...

 

Friday, May 19, 2017

Some people are naturally drawn to certain careers and hobbies. For me, it’s business. I started my career running two family restaurants with my father and overseeing more than 20 employees for 16 years. While I loved the...