Lucia Capital Group Weekly
Lucia Capital Group Weekly
The 5 Must-Have Estate Planning Documents
July 30, 2020
Of all the financial topics to discuss, estate planning is hardly the most fun. But it’s one of the most important, especially if your goal is to have an effective transfer of your assets after you’re gone. The key, of course, is to take care of things while you’re still alive. In order to do… View Article
Lucia Capital Group Weekly
Risk Management During Volatile Times
May 29, 2020
One of the most important jobs a money manager has is in the area of risk management. When markets are going nowhere but up, it would appear to some that it’s okay to make risk management less of a priority and try to shoot for bigger gains. But this philosophy is flawed on many levels…. View Article