Jon Luskin

Bogleheads® Live 17: Steven Fox on taxes for millennials

August 22, 2022 By Jon Luskin Leave a Comment

Steven Fox answers questions on taxes for millennials.

Bogleheads® Live 16: Ted Randall on taxes on mutual funds

August 15, 2022 By Jon Luskin 1 Comment

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

My Investments Were Too Aggressive on the Cusp of Retirement. What Do I Do Now?

August 9, 2022 By Jon Luskin 2 Comments

Should I Move from Stocks to Bonds After I’ve Lost Money? If you’re still having trouble deciding what to do, consider an exercise.

Bogleheads® Live 15: Jorge Soriano on reviewing annuities

August 8, 2022 By Jon Luskin 1 Comment

Jorge Soriano CFP®, EA explains how to review an annuity, determine its fees, helping you decide whether to keep it.

Bogleheads® Live 14: David Blanchett on retirement planning

August 1, 2022 By Jon Luskin Leave a Comment

David Blanchett answering questions on retirement planning.

Bogleheads® Live ep. 13: Dan Egan on robo-advisor conflicts of interest

July 25, 2022 By Jon Luskin Leave a Comment

Dan Egan answers questions on conflicts of interest of robo-advisors.

Disclosures & Legal

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.

Jon Luskin

Is the One-Day Financial Review right for you?