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How To Avoid Being Negligent When It Comes To Risk
When you're running a business, you can't afford to be negligent when it comes to risks and planning for them. These six steps will help you get started.
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Comparing Business Valuation Methods
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Comparing Business Valuation Methods: Which is Right for You?
Valuation experts rely on three primary approaches to determine the value of a business: income approach, asset approach, and market approach.
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Understand the tax issues affecting both buyers and sellers involved in C corporation merger and acquisition transactions

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5 Key Items to Review During Financial Due Diligence
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I've used them for valuation work, stock transfers, hosting all of my technology, and now data analytics. I'd say they lead the pack in terms of anticipating what I'm going to need before I even know I need it.
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Josh Jenkins, CFA

Chief Investment Officer, Principal
Josh Jenkins is a Chief Investment Officer and Principal at Lutz Financial. He began his career in 2010. Josh leads the Investment Committee and specializes in assisting clients with portfolio construction, asset allocation, and investment risk management. He is also responsible for portfolio trading, research and thought leadership, and the division's analytics and operational efficiency. He lives in Omaha, NE.
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Areas of Focus
  • Asset Allocation
  • Portfolio Management
  • Research & Data Analytics
  • Trading Team Oversight
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Affiliations & Credentials
  • Chartered Financial Analyst®
  • Chartered Financial Analyst Institute, Member
  • Chartered Financial Analyst Society of Nebraska, Member
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Educational Background
  • BSBA, University of Nebraska, Lincoln, NE
 

Thought Leadership

Tis the Season... For Market Forecasts + 12.11.24
Market Commentary Tis the Season... For Market Forecasts + 12.11.24
As we near the finish line for 2024 the number of notable economic data releases and other ...
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Moving to Cash Can Be Costly + 11.27.24
Market Commentary Moving to Cash Can Be Costly + 11.27.24
After a small decline in October, the market has clearly regained its stride. Large-cap stocks in ...
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Are Investors Too Optimistic About the Stock Market? + 11.20.24
Market Commentary Are Investors Too Optimistic About the Stock...
Each week, the American Association of Individual Investors (AAII) publishes a popular sentiment ...
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Josh Jenkins, CFA