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 Present Monte Carlo Outcomes to ClientsMain Content
A Financial Planning Blog
Jon Luskin is a fee-only, advice-only CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, author and speaker in San Diego. He has been recognized as one of the financial planning industry’s top young advisors by InvestmentNews magazine.
Jon Luskin, MBA, CFP®
As Seen In:
Being interviewed by Hannah Moore, CFP®
Talking Bitcoin on Roundhouse Radio 98.3
Just Buy Value
By Jon Luskin
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 ValueIntangible Beanie Babies
By Jon Luskin
I wrote a piece about Bitcoin a few years back. Since then, Bitcoin mania has waxed, waned, and waxed again. Given its new record high and …
[Read More...] about Intangible Beanie BabiesCustomer Management Relationship (CRM) Software Best Practices for Financial Advisors
By Jon Luskin
Recently, I was able to connect with a fellow advisor. Our topic of conversation was managing firm processes. "What is the best way to stay on top of …
[Read More...] about Customer Management Relationship (CRM) Software Best Practices for Financial Advisors