I remember when I was first learning about investing. I was having a conversation with a veteran investment advisor about high-yield bonds. His …
[Read More...] about Looking at Everything: Or Why High-Yield Bonds are a Garbage Asset ClassMain Content
A Financial Planning Blog
Jon Luskin is a fee-only CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, author and speaker. He has been recognized as one of the financial planning industry’s top young advisors by InvestmentNews magazine.
As Seen In:
My interview with Hannah Moore, CFP®
Talking Bitcoin on Roundhouse Radio 98.3
Buying Four Books of Business: Interview with Richard Fogg
Richard Fogg is President of Pacific Coast Financial Planning Group, an Ameriprise Advisor firm. In his 20 years of experience in the financial …
[Read More...] about Buying Four Books of Business: Interview with Richard FoggSuccession Planning Case Study: Bradley Shammas
By Jon Luskin
Bradley Shammas's began his career at Conaway & Conaway. There, he worked for six years as a paraplanner. Conaway & Conaway sold a variety …
[Read More...] about Succession Planning Case Study: Bradley ShammasWhen Should You Take Your RMD?
By Jon Luskin
Recently, a client asked if they should be taking their RMDs at the beginning of the year. Given the market's recent upward performance, a market …
[Read More...] about When Should You Take Your RMD?