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Story People

July 24, 2018 By Jon Luskin 4 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.

Assumptions

July 10, 2018 By Jon Luskin Leave a Comment

I recently ran the numbers on my own financial plan, using Define Financial‘s software of choice. A snippet of the results follow. I did this exercise because I wanted to know if it made sense to sell our house sooner rather than later. According to the financial planning software, there was a distinction. Apparently, I […]

Just Say “No” to Dividend Investing

July 3, 2018 By Jon Luskin Leave a Comment

Getting cash payments from your investments makes a great story. But, when it comes to focusing on dividend-paying stocks, the numbers simply aren’t there. There are better investments available, offering: Higher investment returns Greater diversification Lower cost Fewer taxes More flexibility In this episode of the Stay Wealthy retirement podcast we talk about all of the […]

FPA NexGen Gathering is a Must

June 27, 2018 By Jon Luskin Leave a Comment

All young financial planners need to go to the Financial Planning Association (FPA) NexGen Gathering. That’s just my opinion. But, bear in mind, I’ve been to a handful of conferences: Bogleheads® Conference Ritholtz’s Evidence-Based Investing (EBI) West FinCon FPA Minnesota Symposium JunXure’s conference many Dimensional Fund Advisors (DFA) events a handful of Fidelity events the […]

Tax Planning from Sheryl Rowling, CPA, PFS

June 26, 2018 By Jon Luskin 3 Comments

Sheryl Rowling is a practicing financial advisor, tax ninja, and creator of Total Rebalance Expert (TRX). She gave a summary of the new tax changes at a recent quarterly meeting of the San Diego Financial Planning Association. Here are a few takeaways from her talk. Bunching Deductions in Alternating Years Bunching deductions is certainly not […]

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What I’m Reading Now

Recent Posts

  • Bogleheads® on Investing 87: Jenny Rozelle on estate planning, elder law & more
  • Bogleheads® on Investing 85: Tax law changes under the One Big BeautifulBill Act, Roth conversions & more with Ed Slott, CPA
  • Bogleheads® Live 45: Factor Investing with Wes Crill
  • ‘TIPS Ladder Mania at the 2023 Bogleheads Conference’ or ‘Stay the Course’
  • Bogleheads on Investing 62: Steve Chen on DIY Retirement Planning Tech

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Jon Luskin works with individuals in all states, except Louisiana, and is a registered investment adviser in the states of California, Florida, Massachusetts, New York, Texas, 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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