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Endowment Investing Case Study: Ball State University

October 13, 2017 By Jon Luskin 3 Comments

If you use a poor performing benchmark, your performance doesn't look so bad.

For my master’s thesis, I explored the investment performance of several multi-million dollar endowment portfolios. In eight case studies, the results consistently showed that a low-cost portfolio outperformed a portfolio paying high fees to access active managers and alternative asset classes. Moreover, risk-adjusted performance showed the low-cost portfolio simply did better. (Previous analysis has shown […]

Clark Howard’s Secret to Success

October 6, 2017 By Jon Luskin Leave a Comment

I’m a huge fan of Clark Howard. (I’ve been listening to his podcast for years.) And it’s not just the fact that he dispenses invaluable financial advice. Of course, that’s great. But the thing that’s really awesome about Clark Howard is how genuine he is. He really wants to help people. He really wants to do […]

How Many Times Do You Ask the Same Question?

September 29, 2017 By Jon Luskin Leave a Comment

Recently, we had a local financial planner solicit our financial planning services. We were honored by the request. You may be wondering: Why would a financial planner outsource their personal financial planning?

Setting Fees for Financial Planning

September 28, 2017 By Jon Luskin Leave a Comment

Two recent episodes in setting financial planning fees merit sharing, and both have the same ultimate take-away: don’t think you’re not worth it – because the right clients think you are.

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.

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  • 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
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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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