JUNE 13TH | 4:00 PM – 5:00 PM


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How many times have you seen headlines about a “Leading Fund Family”, “This Mutual fund received a 5-Star rating from Morningstar”, “The Top 5 Hot Stocks of 2018”, or some other fancy title that suggests investing prowess?  The so-called experts from Wall Street make a lot of predictions and promises that often fail to ever materialize or deliver.  At Lutz Financial, we believe in an investment strategy that is predicated on empirical academic research and the belief that markets are efficient. This seminar, led by Jim Boulay and Nick Hall of Lutz Financial, will introduce factor investing and show individuals how to use relative risk factors to stack the deck in your favor by minimizing taxes and fees to keep more of your investment returns in your pocket.

What you can expect to take away from this presentation:

  • A comparison of what Wall Street and Active Fund Managers promise versus what they actually deliver.
  • An introduction to Factor Investing and the relative risk factors you can employ to stack the deck in your favor.
  • The impact taxes and fees have on your portfolio over time and strategies to minimize both.

Who should attend? High-net worth professionals, retired individuals, and/or business owners who are looking for a better way to invest their “nest egg” or diversify risk away from their business to help better meet financial goals.

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