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

Jon Luskin, MBA, CFP® ● Financial Planner ● Author ● Speaker

A Financial Planning Blog

  • Home
  • About
    • Why this blog?
  • The Blog
  • Speaking
  • Publications
  • Reading List

The Blog

Why Drawdown Correlation Is a Metric Worth Considering

November 16, 2017 By Jon Luskin

Drawdown Correlation

Why is Drawdown Correlation a metric worth considering?  More than that, what is Drawdown Correlation? If correlation measures the performance of one investment relative to another over time, then drawdown correlation makes that measurement only when that first investment is in decline. (Full disclosure: I had not yet found a term that describes correlation exclusively […]

John Turner of Live Oak Bank on Succession & Exit Planning

November 9, 2017 By Jon Luskin

What Is Live Oak Bank? John Turner is the senior lending advisor for Investment Advisory Vertical (Industry) at Live Oak Bank. (If you haven’t heard of Live Oak Bank, you’ve likely never used Succession Link, where Live Oak’s ads are plastered everywhere.) Live Oak bank specializes in financing financial advisory business succession plans. What quantifies specialization? Last […]

Annuity Rule of Thumb

October 23, 2017 By Jon Luskin

As a fee-only financial adviser and fiduciary, much of what I do at Define Financial involves unwinding new clients from the garbage they were previously sold by commissioned salespeople. (Naturally, I have a strong opinion about this!)  Sometimes, this means trying to figure out how to get a client out of a non-traded REIT. Other […]

Follow-up to my Article on Dollar-Cost Averaging & CAPE in the FPA’s Journal of Financial Planning

October 16, 2017 By Jon Luskin

CAPE vs investment return correlation by number of years

I had an article published in the Journal of Financial Planning on dollar-cost averaging.  You can read it here. You can also download a Powerpoint presentation version of it here. I have received the same questions from advisers over and over again, both in person at presentations, and via email from those who had read […]

Endowment Investing Case Study: Ball State University

October 13, 2017 By Jon Luskin

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

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 […]

  • « Go to Previous Page
  • Go to page 1
  • Interim pages omitted …
  • Go to page 6
  • Go to page 7
  • Go to page 8
  • Go to page 9
  • Go to page 10
  • Go to Next Page »

Primary Sidebar

Financial Planning Nerdery – In Your Inbox

Get in Touch

  • Email
  • LinkedIn
  • Twitter
  • YouTube

What I’m Reading Right Now

Recent Posts

  • Just Buy Value
  • Intangible Tulips
  • Customer Management Relationship (CRM) Software Best Practices for Financial Advisors
  • Gambling with Structured Notes
  • Why Invest in Bonds Today?

Categories

  • Continuity Planning
  • Exit Planning
  • Financial Planning
  • Investing
  • Practice Management
  • Real Estate Investing
  • Succession Planning
  • Tax Planning

Legal

Copyright © 2021