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Jon Luskin

Are Stable Value Funds Safe?

May 13, 2022 By Jon Luskin Leave a Comment

Any thought on the use and safety of stable value funds in a 401(k)? I’ve gotten a couple of questions about stable value funds recently. That’s likely because investors may be lured to them with interest rates increasing. Also, conservative investors are drawn to the predictability of a stable value fund. After all, the up-and-down […]

Bogleheads® Live Ep 3: Rick Ferri, CFA on picking index funds

May 6, 2022 By Jon Luskin Leave a Comment

Host Jon Luskin, CFP® asks your questions to subject matter experts live. You can get the dates and times for the next Bogleheads® Live by following the John C Bogle Center for Financial Literacy (@bogleheads) on Twitter. You can see a list of previous Bogleheads® Live episodes here. Ep 3: Summary Rick Ferri, CFA, returns, […]

Bogleheads® Live Ep 2: Rick Ferri, CFA on asset allocation

April 29, 2022 By Jon Luskin Leave a Comment

Host Jon Luskin, CFP® asks your questions to subject matter experts live. You can get the dates and times for the next Bogleheads® Live by following the John C Bogle Center for Financial Literacy (@bogleheads) on Twitter. You can see a list of previous Bogleheads® Live episodes here. Ep 2: Summary Rick Ferri, CFA, fields […]

Bogleheads® Live Ep 1: Introducing the Bogleheads®

April 22, 2022 By Jon Luskin 8 Comments

Host Jon Luskin, CFP® asks your questions to subject matter experts live. You can get the dates and times for the next Bogleheads® Live by following the John C Bogle Center for Financial Literacy (@bogleheads) on Twitter. Ep 1: Summary Rick Ferri, CFA introduces the Bogleheads®, discusses the importance of spreading the word of low-cost […]

Should I Prepay My Mortgage If Interest Rates Are Increasing? Debt Arbitrage in 2022

April 14, 2022 By Jon Luskin Leave a Comment

Rising interest rates in 2022 may make mortgage arbitrage profitable

Prepaying a mortgage may no longer make sense in 2022. That’s because the Federal Reserve recently voted to raise interest rates, with further increases planned for later this year. With increasing interest rates, investors might be able to profit from historically low mortgage rates. Yet, calculations are required to determine if mortgage arbitrage – making […]

Tax-Loss Harvesting Treasury Bond Index Funds in 2022

April 11, 2022 By Jon Luskin 3 Comments

Over the last 12 months, Vanguard’s Intermediate-Term Treasury fund (VGIT) has lost more than five percent (5%+) of its value. Long-term investors not phased by this short-term volatility can benefit from tax-loss harvesting.

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  • Bogleheads® Live ep. 8: Dr. William J. Bernstein on investing simplicity
  • How to Use Insurance
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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 ·
19h

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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jonluskin Jon Luskin, CFP® @jonluskin ·
25 Jun

Gentleman, lower your fees.

~Jack Bogle

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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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