SUMMARY: Pay off debt if bonds make up any part of your investment portfolio. Even with a portfolio as aggressive as 90% stocks and just 10% bonds, …
[Read More...] about Pay Off Debt, If Investing in Bonds: Mortgage Arbitrage with Low Interest RatesMain Content
Jon Luskin is a fee-only CERTIFIED FINANCIAL PLANNER™ (CFP®) professional specializing in hourly advice for do-it-yourself investors.
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Jon Luskin, MBA, CFP®
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Future Housing Returns are Stark
In the June 2021 issue of the Financial Planning Association's Journal of Financial Planning, I wrote a short piece on housing. In the article, I …
[Read More...] about Future Housing Returns are StarkHow to Interpret Monte Carlo Outcomes
How do I present probabilistic outcomes (i.e., Monte Carlo simulations) to financial planning clients? I was asked this question recently - while …
[Read More...] about How to Interpret Monte Carlo OutcomesJust Buy Value
I've had a couple of conversations with some lay investors of late. Both times, friends approached me with questions about investing. They were …
[Read More...] about Just Buy Value