Articles and Videos
Happy Thanksgiving from Lucia Capital Group
Well, folks, it’s been quite a year. Nobody has ever seen anything like 2020 and hope we don’t have to go through another one like it ever again. But with all the chaos we’ve seen over the past 11 months, we still have so much to be thankful for, and it all starts with you,… View Article
Does Mixing Your Investments Raise Your Retirement Confidence?
Did your doctor ever tell you to eat a variety of foods to keep yourself healthy? That was probably some good advice. As it turns out, the same may hold true in the world of investing. If you own just a simple mix of traditional stock and bond investments, you may be at risk of… View Article
Do You Know About This Triple Tax-Free Savings Option?
People seek the help of a financial advisor for many reasons, not the least of which is to get some guidance on tax management. After all, taxes can be one of the biggest drags on your portfolio’s investment returns. One way to manage your taxes can be through the use of certain retirement accounts: a… View Article