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Jon Luskin, CFP® ● Hourly Advice for Do-It-Yourself Investors

Hourly Advice for Do-It-Yourself Investors

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Jon Luskin

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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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.

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