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Tariff Talk and Trade Troubles

  • July 18th, 2018

Economic and geopolitical news surrounding U.S. tariffs and an escalating trade war with China has produced a decent degree of turmoil (and even more headlines), but the prudent course of action remains to adhere to your long-term financial plan. News of¬†an escalating trade war between the United States and China¬†dominated headlines late last week as…

Estimating Underperformance Probabilities

  • July 18th, 2018

Jared Kizer crunches the data to get a more realistic sense of the odds that four common factors will underperform over various periods. Professors Eugene Fama and Kenneth French and my colleague Larry Swedroe have done work highlighting the point that even premia with positive long-run expected returns can still underperform for long periods of…

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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