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Jon Luskin

Setting Fees for Financial Planning

September 28, 2017 By Jon Luskin Leave a Comment

Two recent episodes in setting financial planning fees merit sharing, and both have the same ultimate take-away: don’t think you’re not worth it – because the right clients think you are.

Continuity Planning for an Investment Advisory Firm

September 5, 2017 By Jon Luskin 1 Comment

Emergency Exit Plan for Financial Advisors

I can’t help but think of the parallels in the perceived complexity of creating a Continuity Plan with the perceived complexity of creating an investment portfolio.

Will the Value Premium Persist?

August 21, 2017 By Jon Luskin Leave a Comment

Larry Swedroe makes the case that the value premium should always exist . Others agree, insisting that even the small cap premium will endure. Ben Carlson makes the fair case that it is unknowable. There are many others offering their own thoughts on the idea. Allow me to be so bold as to chime in.

Consumers are Getting Smarter

August 4, 2017 By Jon Luskin Leave a Comment

Prospective clients are now making amazing comments that I’ve never heard from them before: Are you a fiduciary?

Case Studies in Unconventional Financial Planning Billing

July 28, 2017 By Jon Luskin Leave a Comment

The traditional financial planning billing model gives you two options for generating revenue: sell an annuity or some other similar commissioned product, or collect an asset management fee for managing a client’s Investment Portfolio.

Succession, Exit, Continuity & Practice Emergency Plans

March 5, 2017 By Jon Luskin 1 Comment

When it comes to acquiring the existing business of an exiting advisor, there are two possible ways to do this: Your classic and well-known Exit and Succession Plan The more uncommon Continuity Plan

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What I’m Reading Right Now

Recent Posts

  • Bogleheads® Live 16: Ted Randall on taxes on mutual funds
  • My Investments Were Too Aggressive on the Cusp of Retirement. What Do I Do Now?
  • Bogleheads® Live 15: Jorge Soriano on reviewing annuities
  • Bogleheads® Live 14: David Blanchett on retirement planning
  • Bogleheads® Live ep. 13: Dan Egan on robo-advisor conflicts of interest

Categories

  • Bogleheads® Live
  • Bonds
  • Financial Planning
  • Investing
  • Practice Management
  • Real Estate Investing
  • Tax Planning

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 ·
1h

Maybe you invested too aggressively - right before #retirement. What do you do now?

👇

https://buff.ly/3Qqb4nM

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jonluskin Jon Luskin, CFP® @jonluskin ·
3h

For the next episode of 'Bogleheads® Live Thursday, Derek Tharp (@derektharp) discusses taking money out of your portfolio in retirement - using spending guardrails.

We'll be going live at 1:00 PM PST / 3:00 PM EST.

Read Derek's post on guardrails 👇

https://buff.ly/3zZ38TJ

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jonluskin Jon Luskin, CFP® @jonluskin ·
19h

The week's #podcast of 'Bogleheads® Live' is out!

In episode 16, Ted Randall explains #taxes on mutual funds, and how they can happen in both up and down markets.

https://buff.ly/3JZfRKL

#investing

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Jon Luskin is a registered investment adviser in the states of Arizona, California, Florida, Louisiana, Massachusetts, New York, North Carolina, Pennsylvania, Texas, Virginia and Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Currently, there are no states where the adviser is not appropriately registered, excluded or exempted from registration – allowing the adviser to work with anyone in any state. 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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