The holidays are nearing and it’s time to ponder gift ideas. While unwrapping a thoughtful present brings joy in the moment, creating experiences alongside such gifts can beget something to remember and relive. Read on for some ways to blend the excitement a gift brings today with its ability to inspire a more enduring sense…
Get off the election roller coaster. Read Chief Investment Officer Jared Kizer, CFA “Planning for Uncertain Times”, and share it with others in your life that may be feeling some mixed emotions today. By Jared Kizer, CFA, Chief Investment Officer, Buckingham Wealth Partners With last night’s election and ongoing health and economic concerns related to…
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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