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Apr 14 2017

I Worked at a Company with a Toxic Corporate Culture

United Airlines was recently in the news for having one of their passengers forcibly removed from one of their planes. The passenger’s nose was broken and a couple of teeth knocked out because he would not willingly leave the plane. Initially, United’s CEO commended the action saying the passenger was “disruptive and belligerent.” The CEO […]

Written by Larry Lane · Categorized: General

Mar 15 2017

Hubris – The Danger of Overconfidence

Hubris is an ancient Greek word that describes a personal quality of extreme or foolish pride or dangerous overconfidence. In the Greek classics, such as the Odyssey and the Iliad, it described actions that defied the norms of behavior or challenged the gods, which in turn brought about the downfall of the perpetrator of hubris. While the […]

Written by Larry Lane · Categorized: General, Investment Ideas

Jan 25 2017

DOW 20,000!

Today, the Dow Jones Industrial Average (DJIA) rose above 20,000 for the first time ever. At the same time, other market indices, including the S&P 500 and the NASDAQ Composite also reached all-time highs. The recent market highs follow the election of Donald Trump as President of the United States. Trump’s promises of reduced corporate and individual […]

Written by Larry Lane · Categorized: General, Investment Ideas

Oct 10 2016

Invest for Future Healthcare Costs and Save on Taxes Now!

Open enrollment season for employee benefits is upon us. One thing worth checking out is a high deductible healthcare plan (HDHP) coupled with a Health Savings Account (HSA).   HSAs offer a unique way to save for current and future medical expenses. The HSA is the only investment account in which contributions are tax-deductible and distributions […]

Written by Larry Lane · Categorized: General, Investment Ideas, Retirement Planning

Jul 29 2016

Does your account have so many investments, it makes your head spin?

Recently, I was reviewing a client’s account that is managed by a large retail brokerage company. The account had 31 mutual funds and a value of approximately $165,000. This equates to a little over $5,000 per fund. The funds were allocated to a diversified portfolio that was based on the client’s time horizon, investment goals, […]

Written by Larry Lane · Categorized: General

Jul 09 2016

TV Appearance on the “10 Percent”

Several months ago, I made my first ever TV appearance on the Comcast local television show, the 10 Percent.  I want to thank David Perry of David Perry and Associates for inviting me on the show.  David and I discussed a number of topics including my transition from engineering to financial advising, behavioral biases that result […]

Written by Larry Lane · Categorized: General

Apr 19 2016

The New Fiduciary Rule – Just Plain Common Sense

On April 8, the Department of Labor (DOL) released the final version of its long awaited fiduciary rule that applies to retirement accounts, such as 401(k)s and IRAs.  The purpose of the rule is to ensure that financial advisors put their clients’ interests ahead of their own.  It’s a simple concept that is just plain common […]

Written by Larry Lane · Categorized: General, Investment Ideas, Retirement Planning

Apr 03 2016

2016 Q1 Market Update

March 2016 came to an end with markets close to unchanged for the quarter.  However, this does not tell the full story.  The year started off with one of the worst starts for any year.  By February 11, most markets were down 10% or more for the year.  Many markets were actually down over 20% […]

Written by Larry Lane · Categorized: General

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L Squared Wealth Management
302 Washington St
Suite 333
San Diego, CA 92103

Phone (415) 343-5147

Email: Info@L2Wealth.com

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