Client Vault

Learning Center


  • July 29th, 2020

Think of recent market events like an ongoing test. Maybe even a really hard one. Larry Swedroe, Buckingham chief research officer has your study guide: Bear markets are simply a feature of the stock market; there’s always something to worry about; your investment strategy is based on evidence, data and logic; don’t’ confuse strategy with…

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.

Learn More

©2020 Lucia Wealth