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Six Investing Strategies for a Rising Interest Rate Environment

July 20, 2022 By Jon Luskin 7 Comments

Six strategies for investing in a rising interest rate environment – sorted from Absolutely Terrible to My Personal Favorite.

Bogleheads® Live ep. 12: Robin Wigglesworth on the history of index funds

July 18, 2022 By Jon Luskin Leave a Comment

Robin Wigglesworth discusses the history of index fund investing.

Bogleheads® Live ep. 11: #FIRE Taxes; Tax Planning for Early Retirees

July 11, 2022 By Jon Luskin Leave a Comment

Sean Mullaney and Cody Garrett answer audience questions about taxes in early retirement.

Should I Invest in Bonds When Interest Rates Are Rising?

July 8, 2022 By Jon Luskin 4 Comments

Given losses in the bond market, should investors reduce the amount invested in bonds – or sell off bonds entirely?

Bogleheads® Live ep. 10: Paul Merriman on small-cap value investing

July 4, 2022 By Jon Luskin 4 Comments

Paul Merriman answers questions about small-cap value investing.

Bogleheads® Live ep. 9: Mike Piper on Social Security

July 4, 2022 By Jon Luskin 8 Comments

Mike Piper, CPA answers questions from the Bogleheads ® on Social Security, investing, and more.

Disclosures & Legal

Jon Luskin is able to work 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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