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Jon Luskin

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 […]

John Turner of Live Oak Bank on Succession & Exit Planning

November 9, 2017 By Jon Luskin 1 Comment

What Is Live Oak Bank? John Turner is the senior lending advisor for Investment Advisory Vertical (Industry) at Live Oak Bank. (If you haven’t heard of Live Oak Bank, you’ve likely never used Succession Link, where Live Oak’s ads are plastered everywhere.) Live Oak bank specializes in financing financial advisory business succession plans. What quantifies specialization? Last […]

Annuity Rule of Thumb

October 23, 2017 By Jon Luskin Leave a Comment

As a fee-only financial adviser and fiduciary, much of what I do at Define Financial involves unwinding new clients from the garbage they were previously sold by commissioned salespeople. (Naturally, I have a strong opinion about this!)  Sometimes, this means trying to figure out how to get a client out of a non-traded REIT. Other […]

Follow-up to my Article on Dollar-Cost Averaging & CAPE in the FPA’s Journal of Financial Planning

October 16, 2017 By Jon Luskin Leave a Comment

CAPE vs investment return correlation by number of years

I had an article published in the Journal of Financial Planning on dollar-cost averaging.  You can read it here. You can also download a Powerpoint presentation version of it here. I have received the same questions from advisers over and over again, both in person at presentations, and via email from those who had read […]

Endowment Investing Case Study: Ball State University

October 13, 2017 By Jon Luskin 2 Comments

If you use a poor performing benchmark, your performance doesn't look so bad.

For my master’s thesis, I explored the investment performance of several multi-million dollar endowment portfolios. In eight case studies, the results consistently showed that a low-cost portfolio outperformed a portfolio paying high fees to access active managers and alternative asset classes. Moreover, risk-adjusted performance showed the low-cost portfolio simply did better. (Previous analysis has shown […]

Clark Howard’s Secret to Success

October 6, 2017 By Jon Luskin Leave a Comment

I’m a huge fan of Clark Howard. (I’ve been listening to his podcast for years.) And it’s not just the fact that he dispenses invaluable financial advice. Of course, that’s great. But the thing that’s really awesome about Clark Howard is how genuine he is. He really wants to help people. He really wants to do […]

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Recent Posts

  • Bogleheads® Live ep. 8: Dr. William J. Bernstein on investing simplicity
  • How to Use Insurance
  • Bogleheads® Live ep. 7: Eric Balchunas on “The Bogle Effect”
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  • Bogleheads® Live Ep 5: Christine Benz on correlations & sustainable distributions

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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 ·
53m

Asset managers make their money charging fees - and not by delivering performance.

If an investor is looking to increase their investment return, their best bet is to decrease their fees.

#investing

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jonluskin Jon Luskin, CFP® @jonluskin ·
20h

Talking bond correlation with @christine_benz was a treat!

#investing

IRA Owner's Manual @IRAOwnersManual

Bogleheads® Live Ep 5: Christine Benz on correlations & sustainable distributions #PFshare via @jonluskin https://jonluskin.com/bogleheads-live-ep-5-christine-benz-on-correlations-sustainable-distributions/

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jonluskin Jon Luskin, CFP® @jonluskin ·
21h

"Don't use a SEP IRA. Use an individual #401k instead."

Good advice from Jim Dahle (@wcinvestor).

Generally, an individual 401K is going to make more sense.

🤓

https://buff.ly/3LxS2K2

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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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