March Lutz Wealth Advisors

03/22/2024

Avenues 14th Annual Foundation Dinner. Proud to support such a great organization.

03/01/2024

With social media being as prolific as it is, it's imperative for you and your family - especially young ones - to navigate safely. Here are a few ways you can protect your privacy on social media.

www.raymondjames.com

03/12/2020

With current market volatility, the importance of proper asset allocation, portfolio construction and regular rebalancing is more important than ever. Panic is not a strategy.

Stock markets across the world declined sharply yesterday, with some markets putting in their largest daily declines since December 2008. The S&P 500 dropped 7.6 percent, while market declines in the rest of the world ranged from 3.1 percent to more than 15 percent. It happened despite a surprise 0....

12/12/2019

Ideas to Take Your Generosity Further

As an Alex. Brown client advisor, you gain access to a world-class suite of investment and financial planning products designed to support your ability to meet clients' needs.

11/14/2019

Guard yourself against identity theft by following safe practices while shopping online this holiday season. https://go.rjf.com/2CEeT4R .

11/07/2019

A recent Center for Economic and Policy Research report dubbed America the “no-vacation nation.” Click here to learn why: https://go.rjf.com/2oufMcU .

11/01/2019

Not sure which giving strategy is right for you? Gain some insight with these 5 plans.

There are myriad ways to give that provide both personal satisfaction and financial planning benefits. If you’ve thought about giving, work with your financial advisor to develop a strategy to help ensure you can live comfortably while giving wisely.