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Lantz Financial Team

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5 Predictions for the Future of Media

With remarkable speed, the COVID-19 pandemic has accelerated select investment themes across a number of industries. Nowhere is that truer than the media and entertainment sectors where technological advances and work-from-home trends are rapidly changing the landscape.
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Budgeting and Entering Workforce

As a young professional, stepping into your first job and gaining independence is exciting. With this new landscape comes new responsibilities. Understanding your benefits and compensation from your job is the first step, then breaking down your expenses and formulating a budget is vital to beginning a successful financial future.
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Summer Newsletter 2021

Welcome back! We previously announced we were back to in person meetings last month, and we kicked that off with a taco and Kona Ice truck to celebrate! The weather was not quite perfect, but we did have fun and it was great seeing so many of you in person.
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Looking Through Life's Lens...A Client Captures "The Big Picture

Lantz Financial is always interested in hearing about your Big Picture. While you may not be in the retirement stage of life, it is never too early to plan for retirement or other life goals. Your hopes and dreams play a vital role in the design of your portfolio.
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2021 Spring Newsletter

Who would have believed back in March of 2020 that just 15 months later we would be in the midst of one of the most robust growth periods of our time? What we have witnessed in the past 15 months is nothing short of amazing. What we should take from this is that businesses endure and can make the necessary adjustments to succeed. A record amount of stimulus has been sent into the economy, but businesses were able to adapt and come back with even better financial performance.
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The World in 2030: 10 predictions for long-term investors

In April Dayna celebrated twenty years with Lantz Financial. So much happened in the last twenty years, but what might happen in the next ten years? I think you will enjoy this article from Capital Group that gives their perspective on that same question.
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Dayna Celebrates Twenty Years with Lantz Financial

April 16, 2001 was my first day working with Mike Lantz. I came to work that first day with zero knowledge about the investment industry. Looking back over the past 20 years, I realize that my first day on the job was based solely on a referral of a good friend and a need for a job.
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Presenting Superpowered Pets!

Are you ready for some Smiles and Relaxation? Lantz Financial is all about relationships which is originally how we heard about so many of your pets. Knowing how much we love our pets, and hearing about beloved animals from many of you, gave us the idea to put them all in the spotlight! We know pets bring us great joy and companionship, but did you know they can also offer health benefits as well? Benefits like relaxation, reduced blood pressure, and better mental health to name just a few.
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Forbes 2021 Best-In-State Wealth Advisors

Congratulations Mike Lantz on being named to the 2021 Forbes Best-In-State Wealth Advisors ranking.
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March "Move and Match" Madness.

Help your favorite charity. Everyone at Lantz Financial has their own favorite charity and we know you do too, which is why we are not picking just one. We are excited to see who you love supporting. The best part is, Lantz Financial is matching up to $50 per client family to the charity* of your choice! While our support is limited to our clients, we have reserved additional matching support for newcomers to Lantz Financial, so let your friends know about us!
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Advisor Revelations – Podcast with Dan Rohlfing

Listen as Dan Rohlfing, Senior Financial Advisor at The Lantz Financial Team, shares why he and Mike chose DPL as their trusted insurance platform and partner, how he views the role of technology in the industry today, and the Commission-Free insurance solutions Lantz Financial is using to address client needs.
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Winter 2021 Newsletter

“It ain’t what you don’t know that gets you in trouble. It’s what you know for sure that just ain’t true.” Mark Twain That was the quote that opened the movie The Big Short and has long been attributed to Mark Twain. Further investigation indicates that Mr. Twain may not have been the one to say it. This quote has never been more relevant than this past year with the pandemic and the election.
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Winter Wonderland - Kids Art

In September of this year the Lantz Team invited children from ages zero through twelve to participate in an art contest. The theme was Winter Wonderland. Here is the winning picture created by Katie age 11 from Aurora, IL. Congratulations Katie!
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2020: A Year in Review

It occurs to me most people do not like to end a year unless it has been particularly painful for themselves or family. Well…2020 has been a year like no other, and I am not aware of too many people who are not happy to usher in the new year.
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Check the background of this financial professional on FINRA's BrokerCheck