Join Jennifer and Mike in this enlightening discussion as they dismantle five prevalent myths about investing. From the misconception that investing is only for the wealthy to the belief that high …
Virginia Pre-Paid Tuition, Redesigned
Saving for College with the Virginia529 Tuition Track Portfolio Jennifer Luzzatto, CFA, CFP®, AIF® My daughter is a senior in high school this year, so college is a big topic (and a source …
What Are I Bonds, and Should I Be Buying Them?
We have been receiving a lot of questions regarding I Bonds lately, so I thought I would pull together what I know about them to share with everyone. I Bonds generally stay below my radar because I …
The Cost of Trying to Time the Market {Video}
https://youtu.be/GOAo9lH5cJY The impact of missing just a few of the market’s best days can be profound. We have a pretty cool data visualization of a hypothetical investment in the stocks that …
IRA or 401K? 5 Things You Can Do with an IRA That You Can’t With a 401K {Video}
IRA or 401k? Know the key differences between these two popular retirement plans to ensure you are saving in the right account. https://youtu.be/UV28eOaqWKs Find out more about …
IRA or 401K? 5 Things You Can Do with an IRA That You Can’t With a 401K {Video}Read More
Has the Stock Market Recovered? Fake News? {Video}
Summit Live: Session 3 Has the Stock Market Recovered? Fake News? The Stock Market is a constant headline in the news. But what does it actually mean with when the media tells you the market is down …
Financial Planning vs Investing {Video}
Summit Live: Session 1 Financial Planning vs Investing... Do they work together? How important is it for your investments to coincide with your financial plan? Do you even need a financial …
Podcast: Surviving COVID-19 Financial Stress
Jennifer was recently a guest on the Breakfast Leadership podcast. She has some great insights for how families can financially survive COVID-19 and thrive afterward. Check out the podcast links …
Not Seeing The Forest For The Ground
I often walk my three All-American breed dogs through the woods behind my parent’s house. There, they can run free, chase squirrels and splash through the creek. It is their chance to be dogs the way …
You Are To Be Perfect
When I was in my early teens, I read a Bible verse that said, “you are to be perfect.” (Matthew 5:48). Unfortunately, I did not understand the context or the true meaning of this verse, which is we …