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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

4 Charitable Giving Strategies to Maximize Your Impact
Posted on Monday November 20, 2023

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

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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