Inflation seems to be on the tip of everyone’s tongue. In our latest Ask Buckingham we break down what’s going on with inflation, how it’s tracked and how it could impact client investment portfolios. Inflation seems to be on the tip of everyone’s tongue. In our latest Ask Buckingham we break down what’s going on…
2024 Planning Considerations and Strategies for Individual Taxpayers
Posted on Monday December 04, 2023
Is the 60/40 Portfolio Dead?
Posted on Tuesday November 28, 2023
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Index Funds: What Are They and When Should You Use Them?
Posted on Tuesday November 14, 2023
Small Steps to Take Before 2024 That May Help Save Big
Posted on Monday November 06, 2023
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.