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Jon Luskin, MBA, CFP® ● Investment Advisor ● Author ● Speaker

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Why Invest in Bonds Today?

November 23, 2020 By Jon Luskin

What is the case for investing in high-quality fixed-income? With interest rates at historic lows, many investors are shunning low-yielding United States Treasuries. Is this the right investment move? It depends. The case for holding bonds is a function of your viewpoint of a bond’s role in your investment portfolio. So, why do we own […]

Is My California Rental Property Good for Retirement Income?

October 14, 2020 By Jon Luskin

Here’s Nabeel’s question about his California rental property: I need some advice on my real estate investment. I have a rental property in a Los Angeles suburb with the following information: Metric$ / DateOriginal Loan Amount$249,000Current Principal Balance$214,363Interest Rate4.25%Loan Origination Date12/20/2017Maturity Date01/20/2033Gross Rent, Monthly~$1,920Property Management, Monthly~$120Property Value$473,000The number’s on Nabeel’s California rental property. My monthly […]

The Cowboy Account

September 15, 2020 By Jon Luskin

It always good to catch up with old friends. Recently, I got a friend on the phone that I hadn’t spoken to in a while. He had reached out because he had a question about investing. He was considering leveraging his investment portfolio. He sent me the data for his proposition. What did I think […]

Direct Real Estate for Cash Flow in Retirement

June 30, 2020 By Jon Luskin

In a previous post, I discussed how stock market investing was superior to California real estate investing. This conclusion was based on the investment returns available with each strategy; in a flat out annualized returns vs. annualized returns comparison, the stock market outperformed. (Even in a successive analysis that considered leverage, stock market investing was […]

#COVIDlife is the New Value Investing

June 27, 2020 By Jon Luskin

I’m surprised at our country’s current state of the coronavirus pandemic. We – as Americans – are obviously doing something very wrong: we’re not wearing masks; we’re not social distancing. Yet those two things are very impactful in slowing the spread of the coronavirus: using masks in public; staying six feet away from others. The […]

Rental Real Estate Investing Across the United States

June 26, 2020 By Jon Luskin

Previously, I wrote that stock market investing has historically outperformed rental real estate investing in California. (This is even the case when considering leverage: California rental property underperforms the stock market.) This conclusion applies not just to real estate in California, but anywhere with dense populations. This is because high population density creates a high […]

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  • Why Invest in Bonds Today?
  • Is My California Rental Property Good for Retirement Income?
  • The Cowboy Account
  • Direct Real Estate for Cash Flow in Retirement
  • #COVIDlife is the New Value Investing

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