In The News
Featured below are radio interviews, videos, and articles of Andrews Lucia in the news. Check back regularly to see their latest mentions.
Magazine
Accounting Today – The Top CPA Firms By AUM – 2018
July 2018 – ALWM is listed in the Top 100 wealth management firms with an affiliated CPA practice in the nation.
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Radio Interviews
KGO – 810 AM Interview with Michael Finney
December 16, 2017 – Scott Lucia offers tips for smart charitable gifting.
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KGO – 810 AM Interview with Michael Finney
September 2, 2017 – Scott Lucia tells you how to find and fund a high quality education.
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KGO – 810 AM Interview with Michael Finney
July 1, 2017 – Scott Lucia warns of the perils of owning individual stocks.
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KGO – 810 AM Interview with Michael Finney
April 8, 2017 – Scott Lucia explains Socially Responsible Investing (SRI). What is it and does it make sense for you?
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KGO – 810 AM Interview with Michael Finney
January 28, 2017 – Scott Lucia talks with Michael Finney about why you should not rely on market forecasters and getting back to the basics of investing
Segment 2: Stocks and Retirement
KGO – 810 AM Interview with Michael Finney
October 15, 2016 – Scott Lucia offers estate planning tips and explains the new IRS rule on 401(k) rollovers
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KGO – 810 AM Interview with Michael Finney
August 13, 2016 – Scott Lucia demystifies the myths of investing during presidential election years.
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KGO – 810 AM Interview with Michael Finney
June 11, 2016 – Scott Lucia discusses the Department of Labor’s Fiduciary Rule which aims to make all financial advisors of retirement accounts act in their client’s best interest by making them fiduciaries, a standard our firm has always adhered to.
Click Here to listen to the radio interview.
Fast forward to the 23 minute 15 second mark of the second part of the show.
KGO – 810 AM Interview with Michael Finney
November 7, 2015 – Scott Lucia discusses the recent social security changes passed into law which will eliminate two major strategies.
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Fast forward to the 20 minute 40 second mark.
Television Interviews
Articles and Resources
Fear Over Debt Fight Hits Wall Street
July 28, 2011 – Worries about Tuesday’s deadline to raise the
Contra Costa Times/ The Oakland Tribune/ San Jose Mercury News
Fear Over Debt Fight Hits Wall Street
July 28, 2011 – Worries about Tuesday’s deadline to raise the nation’s debt ceiling swept across Wall Street on Wednesday and drove the Dow Jones industrial average down almost 200 points, its fourth consecutive decline. With Washington showing no sign it will find a solution, financial planners around the Bay Area and country said their clients were increasingly anxious. Read more….
Contra Costa Times/ The Oakland Tribune/ San Jose Mercury News
Resetting Social Security Can Result in Larger Payments
July 10, 2011 – You may not be able to reset the hands of time but you can come close with your Social Security retirement benefits.The process involves a little-known strategy that lets you reconsider one of life’s most important financial decisions. Read more….
Prepare for the Tax Deadline
April 3, 2010 – Every year, April 15 seems to creep up on people for one reason or another. Maybe the delay is intentional, a ploy to put off paying what’s owed. Other times it’s accidental or simple procrastination. But the reason for putting off filing matters not when it comes to making the deadline. Read more…
Don’t panic. Health-care Tax Impact Years Off
Your clients may fear a huge tax bite after President Obama signed historic health care legislation into law this week. After all, the legislation calls for taxes and fees on high-net-worth individuals and households to cover 22 percent of its $400 billion cost over the next 10 years, according to a report by Deloitte Tax LLP. It’s much worse under the reconciliation bill…Read More
