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Bear Markets to Be Borne With Equanimity

  • January 3rd, 2019

When faced with stock market volatility, it’s critical to take the long view. Larry Swedroe helps keep things in perspective with a look at why disciplined investors have been rewarded for their patience. The holiday season is supposed to be about good cheer. Given the economic news, you might think investors would have plenty to…

Why Active Management Still Fails

  • November 15th, 2018

A recent study only reinforces the important link between mutual fund costs and performance. However, as Larry Swedroe explains, its results happen to offer plenty of good news for investors on both sides of the active versus passive debate. Stock-picking pros aren’t stupid. They’re just expensive. —John Bogle, Money Magazine: 2011 Investor’s Guide   There’s a…

Firm Overview

Andrews, Lucia Wealth Management LLC, an SEC Registered Investment Advisor firm, was established in 2004 with offices in San Mateo and Danville, California. We are a fee-only advisor with an investment philosophy grounded in academic research.

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