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Planning for Uncertain Times

  • November 9th, 2020

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…

Should I Change My Investment Plan Ahead Of The Election?

  • October 21st, 2020

You may be hearing “Should I Change My Investment Plan Ahead of The Election?” Chief Investment Officer Jared Kizer talks election year markets and what you may be able to expect for your clients’ investment plans in the latest Ask Buckingham video. Watch now! Jared Kizer talks election year markets and what you may be…

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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