Lee Stoerzinger Wealth Management

Lee Stoerzinger Wealth Management Securities and advisory services offered through United Planners Financial Services. Member FINRA/SIPC. Lee Stoerzinger, Inc.

and United Planners are not affiliated. United Planners does not provide tax or legal advice.

What happens when you invest the same amount consistently, even as prices move up and down? This piece walks through a s...
05/26/2026

What happens when you invest the same amount consistently, even as prices move up and down? This piece walks through a simple example and why that approach can matter over time.

https://leestoerzinger.com/blog/dollar-cost-averaging-revisited

Dollar-Cost Averaging Revisited May 18, 2026 Asset Management Financial Planning Risk Management When we look at the world of investing today, compared to, let’s say 30 years ago, the advancements in technology have been truly amazing. We have information at our fingertips 24 hours a day, unbeliev...

Legacy is often thought of in financial terms, but it’s much more personal than that. It lives in the way things are han...
05/13/2026

Legacy is often thought of in financial terms, but it’s much more personal than that. It lives in the way things are handled, the conversations that are had, and what is left behind for the people who matter most.

https://leestoerzinger.com/blog/creating-that-true-legacy

Creating That True Legacy May 11, 2026 Insights Legacy Planning Recent studies and reports from the financial industry show that there will be trillions of dollars passing to the next generation in the coming years and decades. This you may know. They also show that just 19% of those children invest...

Many financial questions don’t start as big decisions. They begin as small uncertainties that are easy to put off. Havin...
05/05/2026

Many financial questions don’t start as big decisions. They begin as small uncertainties that are easy to put off. Having a place to talk them through can make a meaningful difference.

https://leestoerzinger.com/blog/the-20-minute-ask-anything-session

The 20-Minute Ask Anything Session May 4, 2026 Financial Planning Insights Legacy Planning Quite often, we receive calls from clients asking us about the financial needs of people important to them in their life. Maybe you’re having dinner with a friend, and they are evaluating the moving parts he...

Direct indexing has been gaining traction, and for good reason. It offers a thoughtful way to diversify concentrated pos...
04/28/2026

Direct indexing has been gaining traction, and for good reason. It offers a thoughtful way to diversify concentrated positions while staying mindful of tax impact.

In our Spring newsletter, we share how this approach can help investors gradually reposition their portfolios while keeping long term goals in focus.

https://leestoerzinger.com/blog/direct-indexing

Direct Indexing April 27, 2026 Asset Management Financial Planning Tax Efficiency There is an investment concept that has been around for many years, but as of late, has been increasingly brought up in conversation and use. It is called direct indexing, and we wanted to share not only how it works,....

With the recent ups and downs in the market, it is easy to focus on where things were just a few months ago. But being d...
04/21/2026

With the recent ups and downs in the market, it is easy to focus on where things were just a few months ago. But being down from a high is not the same as being down overall, and that perspective can make a big difference in how we respond. A few thoughts in our latest article.

https://leestoerzinger.com/blog/down-from-the-highs

Down from the Highs April 20, 2026 Financial Planning Insights Risk Management Over the past few months, we have seen volatility in many markets, stocks, bonds, alternatives, etc. Investors have looked at their portfolios and returns year to date and seen that they have gone down from wher...

Each quarter in The Envisionary, we share something to reflect on in our Quarterly Inspiration and Question of the Quart...
04/08/2026

Each quarter in The Envisionary, we share something to reflect on in our Quarterly Inspiration and Question of the Quarter article.

This spring, it’s about living in the present. Not rushing ahead or getting stuck in what’s behind, but actually being here for the moments that make up our lives.

Here’s our Spring 2026 edition. See what thoughts or feelings come up for you.

https://leestoerzinger.com/blog/spring-2026-quarterly-inspiration-and-question-of-the-quarter

Spring 2026 - Quarterly Inspiration & Question of the Quarter April 6, 2026 Insights Legacy Planning Quarterly Inspiration: “For Living...” a poetry excerpt from Lee’s book, On the Back Burner"For Living..."Johnny has been sick since he was nine months old. He is now seven, and has been throug...

Our Spring 2026 edition of The Envisionary has arrived! As spring brings growth, we’re reminded of the importance of gr...
04/01/2026

Our Spring 2026 edition of The Envisionary has arrived!

As spring brings growth, we’re reminded of the importance of growing together. Inside, you’ll find a mix of investment concepts, family and legacy planning, along with a couple of special moments from our team this season.

We hope you enjoy this quarter’s read.

https://leestoerzinger.com/newsletter

The Envisionary is our self-published seasonal newsletter featuring timely information and inspiring articles.

What has been the best performing asset class since 1990? The answer depends on the time period, as market leadership ha...
03/17/2026

What has been the best performing asset class since 1990? The answer depends on the time period, as market leadership has shifted multiple times over the last 35 years. It’s a helpful reminder that diversification plays an important role in long-term investing.

https://www.visualcapitalist.com/charted-asset-class-returns-across-eras-1990-2025/

This graphic shows asset class returns across three distinct time periods from 1990 to 2025, including stocks, gold, and other assets.

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