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Lantz Financial Team

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Refocusing the Fed, by First Trust Advisors L.P.

First Trust Advisors L.P. delves into the history of the last time we experienced rising rates and inflation as well.
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July Cyber Tip

Be on Guard: Scammers are impersonating employees of Schwab and other reputable companies.
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Summer 2022 Update Part 3

Dan Rohlfing with Lantz Financial, LLC presents Summer 2022 Part 3 on "Putting the Markets in Perspective."
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Summer 2022 Video Part 2

Our Summer 2022 update series continues with a short video from Mike. In this video Mike covers several key points to consider as we navigate this volatile time. Please watch or listen to the video and reach out to us if you feel additional discussion may be needed for your specific situation.
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Summer 2022 Update Part 1

With the 4th of July within our sights, it will be nice to look up and see some fireworks and take a breather from all the other excitement that has been taking place in the world, economy, and markets. I mentioned in an earlier communication this would be a good summer to enjoy the outdoors. While we have done what we can to limit volatility, these past few months there have not been many safe havens.
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Entering the Workforce: Tips for a Secure Financial Future

As a young professional, stepping into your first job and gaining independence is exciting. With this new landscape comes new responsibilities.
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Congratulations Mike!

Mike was named to the 2022 Forbes Best-In-State Wealth Advisors for the fifth consecutive year. Thank you to everyone associated with Lantz Financial for making the last five years possible.
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June Cyber Tips for Summer Travel

Instead of connecting to public Wi-Fi, whenever possible connect to and use the personal hotspot feature on your phone
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May Cybersecurity Tip

Email Account Compromise Fraud Incidents on the Rise. Protect your email account.
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April 2022 Cyber Tip

Create an online social security account - With your social security number and other personal information, a criminal can sign-up for social security benefits in your name and have the benefits sent to them.
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Mar. 2022 Cyber Tip - Real-Life Scam

This is a real-life example of a scam that happened last month. This happens more often than we hear about because many of these cases go unreported due to embarrassment. However, if we can help just one person, it is worth repeating.
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Feb. 2022 Cyber Tip - Protect Your Tax Return

Taxpayers who can validate their identities can obtain an Identity Protection PIN. An IP PIN is a six-digit code that prevents an identity thief from filing a fraudulent tax return using your Social Security number. Learn more at www.irs.gov/ippin.
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Jan. 2022 Cyber Tip - Review Credit Card Statements

Now that all the shopping and celebrating are over, as your pay your January bills it’s the perfect time to review your accounts to make sure you are the only one using your credit cards and bank accounts.
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Dec 2021 Cyber Tip - Gift Cards

Tis the Season of Giving Gift Cards: Safely Buying and Using Gift Cards* Remember that gift cards are for gifts, not for payments.
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2021 Year End - Staying Invested

As we approach the end of the year, I came across a few slides you have probably seen from me before. I last sent something like this about a year ago regarding timing and the stock market as it related to the election. A year later there is no shortage of things to think about and have caution with, but the message of these slides has not changed.
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November Cyber Tip

November Cyber Tip: With the holiday season upon us, please stay safe while you are shopping online. Here are just a few of the many tips from experts:
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Week Four Cybersecurity - Monitor Statements

Monitor your bank statements and credit card accounts regularly for any errors or suspicious activity. If you find any issues contact the business directly to get them corrected. If you think you may have been a victim of identity theft, please contact us immediately.
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Fall Newsletter 2021

I would love to report to all that COVID is gone, Washington is operating smoothly, and the market has no one concerned. Unfortunately, we must live in the world we have, not the world we want. I am writing this update sitting at the Forbes Top Advisor conference, and it’s my first gathering like this; in almost two years.
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Cybersecurity -Passwords, Two-Factor Authentication and Security Questions

Create a long, unique passphrase that is a least 12 characters long and use a different passphrase for every online account.
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October is Cybersecurity Month - Credit Reporting Agencies

Many major companies have recently had data breaches, which may lead to identity theft. One way to protect yourself from identity theft is to obtain your free annual credit report and review it for errors and suspicious activity.
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October is Cybersecurity Month - Avoiding Spammers

With it being cyber security month, we thought it’d be a great time to share a tip of the week for each Monday in October. There is so much information out there, too much to share everything, so we will only touch on some common best practices.
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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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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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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck