Client Vault

Learning Center

Bitcoin: Investment or Bubble? (copy)

  • December 12th, 2017

Larry Swedroe explores whether bitcoin is a worthwhile investment or is still purely speculative. As the director of research at Buckingham Strategic Wealth and The BAM Alliance, it’s not surprising that I’ve been getting lots of calls lately about investing in bitcoin. Just seven years ago, bitcoins were trading at about 10 cents. Four years…

More Money Is Lost Waiting for Corrections Than in Them

  • November 17th, 2017

Worried about equity valuations? Trying to time the market to sit out a correction? Take Larry Swedroe’s short quiz. We have data for 91 calendar years (or 1,092 months) of U.S. investment returns over the period 1927 through 2016. The average monthly return to the S&P 500 has been 0.95%, and the average quarterly return…

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


©2017 Lucia Wealth