Twice now, clients have shown up for a portfolio review when holding Blackstone's REIT fund. Depending on which version of this fund you have, you …
[Read More...] about Everything is Correlated: Debunking the Sales Pitch of Private REITs, Syndicates, and Other High-Fee Real Estate FundsMain 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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Being interviewed by Hannah Moore, CFP®
Talking Bitcoin on Roundhouse Radio 98.3
More Risk for Less Return: Why Paying Off Debt – If Investing in Bonds – Make Sense; or Mortgage Arbitrage with Low Interest Rates
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 More Risk for Less Return: Why Paying Off Debt – If Investing in Bonds – Make Sense; or Mortgage Arbitrage with Low Interest RatesFuture 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 Outcomes