Blog

Year-End Financial Checklist

Dec 3, 2019
Keeping your financial affairs in order leads to less life stress. Here is a checklist of year-end items that when...

Charitable Giving: What You Need to Know

Nov 25, 2019
The holiday season is a time to reflect, be thankful for what we have and help others in need. Thanksgiving...

Retirement Planning in Red Bank, NJ: Hire an Advisor or Do It Yourself?

Nov 11, 2019
At Lucas Capital Management, we work with many clients, and when it comes to retirement planning in Red Bank, NJ,...

One of the Best Tax Strategies for Retirees – Charitable Gifts from your IRA

Oct 28, 2019
Key Points: At age 70-½ you are required to start taking taxable distributions from your IRA Higher Standard Deductions with...

Quarterly Review-October 2019

Oct 21, 2019
Visit the new Lucas Capital Website During September we launched our new website.  If you haven’t already had a chance...

Is Financial Planning Necessary for Successful People?

Oct 7, 2019
Financial planning may not seem necessary if you already have the income and assets needed to sustain your lifestyle. It...

Lucas Capital Management Launches New Website

Sep 18, 2019
Lucas Capital Management is pleased to announce the launch of our new, more modern website! The new site went live...

Quarterly Review-July 2019

Jul 1, 2019
Always a good time to be prepared For the first half of the year, both the stock and bond markets...

Quarterly Review-April 2019

Apr 1, 2019
The stock market rewards long-term investors U.S. stocks recorded the best quarterly performance since 2009 with the S&P 500 up...

Quarterly Review-January 2019

Jan 1, 2019
We wish the very best for the New Year to all our clients and friends! January Recovery The markets gave...