• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar

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

Hourly Advice for Do-It-Yourself Investors

  • Home
  • About
  • Work with Jon
  • Blog
  • Bogleheads® Live
  • Publications
  • Speaking
  • Reading List

Jon Luskin

How to Save on Taxes

September 11, 2018 By Jon Luskin Leave a Comment

No one likes taxes. So, why not strategize on how to save on them? Listen up for a few strategies to decrease your tax bill.

Do I Even Need Life Insurance?

August 28, 2018 By Jon Luskin Leave a Comment

Life Insurance comes in so many flavors! Which one makes the most sense? Or, do you even need it? Listen to our latest episode of the Stay Wealthy podcast to find out!

Why California Rental Property is Not a (Historically) Great Investment

August 21, 2018 By Jon Luskin 2 Comments

EXECUTIVE SUMMARY Investors in illiquid real estate should be compensated with investment returns above what U.S. stock market investors receive. This is because real estate is illiquid – whereas U.S. large cap stocks are highly liquid. Historically, U.S. stocks market investors received an investment return of roughly 10% per year. Therefore, investors in illiquid real estate should […]

Do You Really Need to Own International Stocks?

August 14, 2018 By Jon Luskin Leave a Comment

Given  International stocks have suffered twice as many bear markets than U.S. stocks since 1970, why do people invest in international stocks? In this episode of Stay Wealth San Diego podcast we discuss how come. 

Story People

July 24, 2018 By Jon Luskin 2 Comments

Recently, I was wasting some time on the Twitternets. I came across the following exchange: Every single academic study ever done has concluded that REITs outperformed private real estate investment. – Dr. Brad Case — Blair H duQuesnay (@BlairHduQuesnay) June 21, 2018 Interesting. Please forward the research Not surprised though. More and more research is […]

Financial Planning Mailbag

July 17, 2018 By Jon Luskin 2 Comments

You can hear all sorts of great financial planning questions answered on this week’s Stay Wealth San Diego podcast.

  • « Go to Previous Page
  • Go to page 1
  • Interim pages omitted …
  • Go to page 5
  • Go to page 6
  • Go to page 7
  • Go to page 8
  • Go to page 9
  • Interim pages omitted …
  • Go to page 13
  • Go to Next Page »

Primary Sidebar

Is a Portfolio 2nd Opinion Right for You?

Get Your Free Assessment ➔

Get in Touch with Jon Luskin, CFP®

  • Email
  • LinkedIn
  • Twitter

Sign Up for New Blog Posts Delivered to Your Inbox

What I’m Reading Right Now

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”
  • Bogleheads® Live ep. 6: Dr. Sunil Wahal on hidden mutual fund costs
  • Bogleheads® Live Ep 5: Christine Benz on correlations & sustainable distributions

Categories

  • Bogleheads® Live
  • Continuity, Succession & Exit Planning
  • 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 ·
2h

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

Reply on Twitter 1541421241076256772 Retweet on Twitter 1541421241076256772 Like on Twitter 1541421241076256772 Twitter 1541421241076256772
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/

Reply on Twitter 1541140028629233664 Retweet on Twitter 1541140028629233664 1 Like on Twitter 1541140028629233664 4 Twitter 1541140028629233664
jonluskin Jon Luskin, CFP® @jonluskin ·
22h

"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

Reply on Twitter 1541119149098909697 Retweet on Twitter 1541119149098909697 1 Like on Twitter 1541119149098909697 4 Twitter 1541119149098909697
Load More

Is the Portfolio 2nd Opinion right for you?


Get Your Free Assessment ➔

Disclosures & Legal

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.

Copyright © 2022