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Jon Luskin, MBA, CFP® ● Financial Planner ● Author ● Speaker

A Financial Planning Blog

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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.

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As Seen In:



Being interviewed by Hannah Moore, CFP®

Talking Bitcoin on Roundhouse Radio 98.3

Just Buy Value

February 22, 2021 By Jon Luskin Leave a Comment

I've had a couple of conversations with some lay investors of late. Both times, friends approached me with questions about investing. They were …

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Intangible Tulips

February 20, 2021 By Jon Luskin Leave a Comment

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 …

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Customer Management Relationship (CRM) Software Best Practices for Financial Advisors

February 1, 2021 By Jon Luskin Leave a Comment

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 …

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Gambling with Structured Notes

January 21, 2021 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 …

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