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Lucia Capital Group

Checking In With Ara

Checking In with Ara – October 2025
Checking In With Ara

Checking In with Ara – October 2025

October 21, 2025

Ara recaps the Miramar Airshow, discusses rate cuts, and explains how short-term bonds and RMD reviews fit into your year-end financial strategy.

Checking In with Ara – July 2025
Checking In With Ara

Checking In with Ara – July 2025

August 5, 2025

Markets swung in early 2025—but the data reminds us why long-term investing and The Bucket Strategy® are key. Stay the course, stay invested.

Checking In with Ara – June 2025
Checking In With Ara

Checking In with Ara – June 2025

June 10, 2025

Ara shares summer updates, recent market movement, and why sticking with a long-term strategy like The Bucket Strategy® can help you avoid costly mistakes.

Checking In with Ara – April 2025
Checking In With Ara

Checking In with Ara – April 2025

May 1, 2025

Market swings, family time, and a reminder of why The Bucket Strategy® helps us stay steady through volatility.

Checking In with Ara – March 2025
Checking In With Ara

Checking In with Ara – March 2025

March 31, 2025

Join Ara for a monthly update! Discover insights from the LPL Annual Advisor Meeting and navigate economic shifts with strategic planning

Checking In with Ara – February 2025
Checking In With Ara

Checking In with Ara – February 2025

February 21, 2025

Join Ara for a monthly update! Discover insights from the LPL Annual Advisor Meeting and navigate economic shifts with strategic planning

Checking In with Ara – May 2024
Checking In With Ara

Checking In with Ara – May 2024

May 14, 2024

Hey everyone, it’s Ara with your May 2024 update. I hope you’re all doing well and gearing up for the summer vacation season. I recently had a fantastic time in Palm Springs for Passover with my family. It was great to have my sister and her family fly in from Europe and my other sister and… View Article

Checking In with Ara – April 2024
Checking In With Ara

Checking In with Ara – April 2024

April 11, 2024

Hey everyone, it’s Ara with your monthly update. I hope you’re all doing well. I’ve been quite busy traveling back and forth between here and Scottsdale. Recently we just had our annual all-advisor meeting. It’s always fantastic to gather with advisors from across the nation, share ideas, learn about new products, and review the performance… View Article

Checking In with Ara – March 2024
Checking In With Ara

Checking In with Ara – March 2024

March 8, 2024

Hey everyone it’s Ara with your March 2024 update. I hope everyone is doing well. I’ve been busy traveling back and forth between the San Diego and Arizona offices. Also, I’ve been looking at possibly planning a spring trip and trying to decide where I want to go. I’ve been to so many different places… View Article

Checking In with Ara – February 2024
Checking In With Ara

Checking In with Ara – February 2024

February 9, 2024

Celebrating Milestones and Looking Ahead Hey guys, it’s Ara with your monthly update. I just recently celebrated my 40th birthday. I had my best friend fly in from Australia. My cousins flew in from Mexico City and Denver, and we all celebrated with my family up in Los Angeles. It was a great time but… View Article

Checking In with Ara – January 2024
Checking In With Ara

Checking In with Ara – January 2024

January 16, 2024

Hey guys, it’s Ara once again with your January update. I hope everyone had a great holiday season and wish you a happy new year.  It’s hard to believe it’s been over a decade since we started this journey. This month, as I celebrate my 40th birthday, I reflect on the growth and changes we’ve… View Article

Checking In with Ara – December 2023
Checking In With Ara

Checking In with Ara – December 2023

December 8, 2023

Hey everyone! Hope that you had a great Thanksgiving. I wanted to share some updates and insights as we approach the end of the year. Thanksgiving Reflections and Market Overview I recently spent a wonderful Thanksgiving with my family in Palm Springs, enjoying golf and delicious food. In the financial markets, despite some ongoing uncertainties,… View Article

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About Lucia Capital Group

Lucia Capital Group, along with its family of financial services companies headquartered in San Diego, California, offers a fully integrated wealth platform providing end-to-end investment strategies from wealth advice to asset management and insurance. We are truly committed to helping our clients pursue their financial goals.

Consisting of several CFP® and CFA® professionals and ChFC® advisors, the team at Lucia Capital Group is knowledgeable and experienced in the areas of financial planning, asset management, investment brokerage, and insurance services. With more than 15 locations nationwide, we offer comprehensive, integrated financial planning and wealth services to clients of all types and accounts of all sizes.

About

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  • Contact Us

Education

  • Retirement Planning
    Strive to make the most of your retirement. Get answers to your most pressing questions, and gain the knowledge necessary to make important decisions about your financial future.
  • Investing and Personal Finance
    IRAs, BDCs, REITs, ETFs—Tired of wading through alphabet soup? Let us clearly explain the investing basics you need to know.
  • Tax Planning
    Are you missing valuable deductions and over paying on taxes? Get educated and protect your nest egg.
  • Life Planning
    Little is more important than making sure your loved ones are well taken care of. Let us help you establish education savings accounts, plan your estate, and more.

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Important Information

Check the background of this firm on FINRA’s BrokerCheck.

The Bucket Strategy® involves investments subject to risks, fees, and expenses. There is no guarantee that any investing strategy will be profitable or provide protection from loss.

The information provided is based on current laws, which are subject to change at any time. Lucia Capital Group is not affiliated with or endorsed by the Social Security Administration (SSA) or any government agency. Social Security rules can be complex. For more information about Social Security benefits, visit the SSA website at www.ssa.gov or call (800) 772-1213 to speak with an SSA representative.

No client or prospective client should assume that the presentation (or any component thereof) serves as the receipt of, or a substitute for, personalized advice from Lucia Capital Group or from any other investment professional.

The investment professionals are registered representatives with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. The investment professionals are affiliated with LPL Financial. No offers may be made or accepted from any resident of any other state.

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