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Financial Planning Works Best When Advisors Stop Talking and Start Listening, LFG Daily - December 17, 2025
The majority of financial advisors don’t actually do financial planning — at least not the way clients experience it.

Luke Lloyd
Dec 17, 20254 min read


Is Bitcoin Part of Asset Allocation? LFG Daily - December 16, 2025
The real financial planning question isn’t whether Bitcoin was a great investment. The question is whether it will outperform the S&P 500 over the next 20 years.

Luke Lloyd
Dec 16, 20255 min read


Are You Positioned? LFG Daily - December 15, 2025
Two big things happened last week, and I think there wasn’t enough attention on the second thing.

Luke Lloyd
Dec 15, 20254 min read
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