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Jon Luskin

Should You Seek Out the Small Value Premium if You Hold Bonds?

January 21, 2018 By Jon Luskin Leave a Comment

Dimensional Fund Advisors was one of the first vehicles that gave investors access to the small and value premiums. These premiums enabled investors to earn a higher investment return. But, in investing there is rarely a free lunch – with Modern Portfolio Theory being the rare exception. It was only by bearing the greater risk of […]

Onboarding New Clients from an Exit Plan

December 27, 2017 By Jon Luskin Leave a Comment

How one San Diego financial planning firm structured their team to execute business acquisitions.

If buying a book of business from retiring advisor interests you, know that there are many stages in the Exit planning process: Prospecting for your target acquisition (i.e. go find an advisor looking to retire!) Agreeing to the terms of the sale structure Executing the terms of the deal (i.e. bringing the new clients into […]

Advice for New Financial Planners

December 11, 2017 By Jon Luskin Leave a Comment

I could never do as good a job as Michael Kitces, so I’ll just link his article on this very same subject here. I won’t bother to repeat the points he already made. I’ll just share something I wish someone had told me when I got into the field of financial planning. The Job Description […]

Exit Planning Case Study: Ian Kutner

December 4, 2017 By Jon Luskin Leave a Comment

Continuing with the theme I’ve covered previously of interviewing professionals experienced in succession planning, I recently spoke with Ian Kutner. Now retired after having sold his financial planning practice to a San Diego wealth management firm, Ian shared some interesting details about how his transaction unfolded. Working within an acquiring wealth management firm Following a […]

Endowment Investing Case Study: The San Diego Foundation

November 23, 2017 By Jon Luskin Leave a Comment

The San Diego Foundation bills itself as grantmaking for San Diego nonprofits and our community. As a San Diego resident, I can’t help but like that mission statement. In fact, I’m even disposed to help the Foundation achieve its mission. How? With a portfolio analysis, of course! The Theoretical Problem with San Diego Foundation Endowment […]

Why Drawdown Correlation Is a Metric Worth Considering

November 16, 2017 By Jon Luskin Leave a Comment

Drawdown Correlation

Why is Drawdown Correlation a metric worth considering?  More than that, what is Drawdown Correlation? If correlation measures the performance of one investment relative to another over time, then drawdown correlation makes that measurement only when that first investment is in decline. (Full disclosure: I had not yet found a term that describes correlation exclusively […]

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What I’m Reading Right Now

Recent Posts

  • How to Use Insurance
  • Bogleheads® Live ep. 7: Eric Balchunas on “The Bogle Effect”
  • Bogleheads® Live ep. 6: Dr. Sunil Wahal on hidden mutual fund costs
  • Bogleheads® Live Ep 5: Christine Benz on correlations & sustainable distributions
  • Bogleheads® Live Ep 4: Larry Swedroe on sustainable investing

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Jon Luskin, CFP® Follow

Hourly Advice for Do-It-Yourself Investors. "@Bogleheads® Live" host. Advice-Only #CFP®. #fiduciary. @SDFLC volunteer. Tweets ≠ Advice. https://t.co/GJqMxe3Uoj

JonLuskin
jonluskin Jon Luskin, CFP® @jonluskin ·
18h

Gentleman, lower your fees.

~Jack Bogle

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jonluskin Jon Luskin, CFP® @jonluskin ·
22h

Investors fleeing mutual funds create unseen costs.

By some estimates, those costs can add up to 1% a year!

Dr. Sunil Wahal spoke about the unseen costs of folks fleeing actively-managed funds on this episode of "Bogleheads® Live."

https://buff.ly/39vUHGk

#investing

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jonluskin Jon Luskin, CFP® @jonluskin ·
24 Jun

Costs - more so than strategy or skill - determine investment returns.

Smart investors keep their costs low.

🤓

https://buff.ly/2R0hsGi

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Jon Luskin is a registered investment adviser in the states of Arizona, California, Florida, Louisiana, Massachusetts, New York, North Carolina, Texas, Virginia and Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

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