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 ValueMain 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:
Being interviewed by Hannah Moore, CFP®
Talking Bitcoin on Roundhouse Radio 98.3
Intangible Tulips
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 TulipsCustomer Management Relationship (CRM) Software Best Practices for Financial Advisors
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 AdvisorsGambling with Structured Notes
By Jon Luskin
This post posits that structured notes are a bad investment. Fortunately, I have an easy task ahead of me. Why so easy? Because the reason that …
[Read More...] about Gambling with Structured Notes