Lee Stoerzinger Wealth Management

07/14/2026

Our Summer Question of the Quarter invites reflection on the people who have left a lasting mark on our lives. We invite you to take a moment to remember someone who shaped you, celebrate the gifts they brought, and consider the impact they had.

Read more: https://leestoerzinger.com/blog/summer-2026-quarterly-inspiration-and-question-of-the-quarter

07/07/2026

Last month, our team had the opportunity to attend the 2026 United Planners National Conference in Phoenix.

It was a great chance to learn, connect, and spend meaningful time together as a team. We came back with a fresh perspective and appreciation for the work we get to do for our clients every day.

More from our trip is featured in our summer newsletter!

https://leestoerzinger.com/blog/2026-united-planners-conference

07/03/2026

As we head into Fourth of July weekend, we are grateful for the freedoms, traditions, and communities that bring us together.

We hope the holiday gives you a chance to slow down, celebrate, and enjoy time well spent. Wishing you and your loved ones a safe and happy Independence Day!

Your LSWM Team

06/24/2026

The global economy is always changing.

Here’s an interesting look at what the world’s largest economies could look like in 2031.

https://www.visualcapitalist.com/forecast-worlds-biggest-economies-in-2031/

By 2031, India is projected to leapfrog three developed countries to become the world's third-largest economy.

06/17/2026

Celebrating another year of service and gratitude at Lee Stoerzinger Wealth Management. Thank you to everyone who has been part of our journey since 1993.

https://leestoerzinger.com/blog/happy-summer-2026

Happy Summer 2026! June 15, 2026 Insights We are now celebrating another year in business at Lee Stoerzinger Wealth Management. It’s humbling to know it’s been more than three decades. From the first day we opened our doors in 1993, we have been truly independent, and back then, couldn’t have ...

06/09/2026

Property taxes are an important part of the overall cost of homeownership. This state-by-state look highlights how much they can vary across the country.

https://www.visualcapitalist.com/mapped-median-annual-property-taxes-by-state/

New Jersey homeowners pay a median $9,358 in annual property taxes, while West Virginia and Alabama remain below $900. See them mapped out.

05/26/2026

What happens when you invest the same amount consistently, even as prices move up and down? This piece walks through a simple example and why that approach can matter over time.

https://leestoerzinger.com/blog/dollar-cost-averaging-revisited

Dollar-Cost Averaging Revisited May 18, 2026 Asset Management Financial Planning Risk Management When we look at the world of investing today, compared to, let’s say 30 years ago, the advancements in technology have been truly amazing. We have information at our fingertips 24 hours a day, unbeliev...

05/13/2026

Legacy is often thought of in financial terms, but it’s much more personal than that. It lives in the way things are handled, the conversations that are had, and what is left behind for the people who matter most.

https://leestoerzinger.com/blog/creating-that-true-legacy

Creating That True Legacy May 11, 2026 Insights Legacy Planning Recent studies and reports from the financial industry show that there will be trillions of dollars passing to the next generation in the coming years and decades. This you may know. They also show that just 19% of those children invest...

05/05/2026

Many financial questions don’t start as big decisions. They begin as small uncertainties that are easy to put off. Having a place to talk them through can make a meaningful difference.

https://leestoerzinger.com/blog/the-20-minute-ask-anything-session

The 20-Minute Ask Anything Session May 4, 2026 Financial Planning Insights Legacy Planning Quite often, we receive calls from clients asking us about the financial needs of people important to them in their life. Maybe you’re having dinner with a friend, and they are evaluating the moving parts he...

04/28/2026

Direct indexing has been gaining traction, and for good reason. It offers a thoughtful way to diversify concentrated positions while staying mindful of tax impact.

In our Spring newsletter, we share how this approach can help investors gradually reposition their portfolios while keeping long term goals in focus.

https://leestoerzinger.com/blog/direct-indexing

Direct Indexing April 27, 2026 Asset Management Financial Planning Tax Efficiency There is an investment concept that has been around for many years, but as of late, has been increasingly brought up in conversation and use. It is called direct indexing, and we wanted to share not only how it works,....