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

Jon Luskin, CFP® ● Hourly Advice for Do-It-Yourself Investors

Hourly Advice for Do-It-Yourself Investors

  • Home
  • About
  • Work with Jon
  • Blog
  • Bogleheads® Live
  • Publications
  • Speaking
  • Reading List

Blog

Corporate Bonds vs. U.S. Government Bonds

February 9, 2018 By Jon Luskin 4 Comments

corporate and government bonds provide similar performance when paired with stocks to create a diversified portfolio.

If you haven’t already, please go ahead and put yourself to sleep by reviewing my latest paper in the Journal of Financial Planning. In it, I discuss bond investing – specifically what happens when you pit United States government bonds against corporate bonds. Don’t want to read the paper? I don’t blame you. Here are […]

Should You Seek Out the Small Value Premium if You Hold Bonds?

January 21, 2018 By Jon Luskin Leave a Comment

Dimensional Fund Advisors was one of the first vehicles that gave investors access to the small and value premiums. These premiums enabled investors to earn a higher investment return. But, in investing there is rarely a free lunch – with Modern Portfolio Theory being the rare exception. It was only by bearing the greater risk of […]

Onboarding New Clients from an Exit Plan

December 27, 2017 By Jon Luskin Leave a Comment

How one San Diego financial planning firm structured their team to execute business acquisitions.

If buying a book of business from retiring advisor interests you, know that there are many stages in the Exit planning process: Prospecting for your target acquisition (i.e. go find an advisor looking to retire!) Agreeing to the terms of the sale structure Executing the terms of the deal (i.e. bringing the new clients into […]

Advice for New Financial Planners

December 11, 2017 By Jon Luskin Leave a Comment

I could never do as good a job as Michael Kitces, so I’ll just link his article on this very same subject here. I won’t bother to repeat the points he already made. I’ll just share something I wish someone had told me when I got into the field of financial planning. The Job Description […]

Exit Planning Case Study: Ian Kutner

December 4, 2017 By Jon Luskin Leave a Comment

Continuing with the theme I’ve covered previously of interviewing professionals experienced in succession planning, I recently spoke with Ian Kutner. Now retired after having sold his financial planning practice to a San Diego wealth management firm, Ian shared some interesting details about how his transaction unfolded. Working within an acquiring wealth management firm Following a […]

Endowment Investing Case Study: The San Diego Foundation

November 23, 2017 By Jon Luskin Leave a Comment

The San Diego Foundation bills itself as grantmaking for San Diego nonprofits and our community. As a San Diego resident, I can’t help but like that mission statement. In fact, I’m even disposed to help the Foundation achieve its mission. How? With a portfolio analysis, of course! The Theoretical Problem with San Diego Foundation Endowment […]

  • « Go to Previous Page
  • Go to page 1
  • Interim pages omitted …
  • Go to page 7
  • Go to page 8
  • Go to page 9
  • Go to page 10
  • Go to page 11
  • Go to page 12
  • Go to Next Page »

Primary Sidebar

Get in Touch with Jon Luskin, CFP®

  • Email
  • LinkedIn
  • Twitter

Sign Up for New Blog Posts Delivered to Your Inbox

What I’m Reading Right Now

Recent Posts

  • Are Stable Value Funds Safe?
  • Bogleheads® Live Ep 3: Rick Ferri, CFA on picking index funds
  • Bogleheads® Live Ep 2: Rick Ferri, CFA on asset allocation
  • Bogleheads® Live Ep 1: Introducing the Bogleheads®
  • Should I Prepay My Mortgage If Interest Rates Are Increasing? Debt Arbitrage in 2022

Categories

  • Bogleheads® Live
  • Continuity, Succession & Exit Planning
  • Financial Planning
  • Investing
  • Practice Management
  • Real Estate Investing
  • Tax Planning

Jon Luskin, CFP®Follow

Hourly Advice for Do-It-Yourself Investors. "@Bogleheads® Live" host. Advice-Only #CFP®. #fiduciary. @SDFLC volunteer. Tweets ≠ Advice. https://t.co/GJqMxe3Uoj

Jon Luskin, CFP®
Retweet on TwitterJon Luskin, CFP® Retweeted
Rick_FerriRick Ferri, CFA@Rick_Ferri·
11h

I had fun on this interview with Stan the Annuity Man who never once brought up annuities.

https://www.stantheannuityman.com/rickferri-funwithannuities

Reply on Twitter 1526740613579821061Retweet on Twitter 15267406135798210611Like on Twitter 15267406135798210617Twitter 1526740613579821061
Retweet on TwitterJon Luskin, CFP® Retweeted
MeasureTwiceMNYCody Garrett, CFP®️@MeasureTwiceMNY·
16h

Tomorrow (Wednesday)!

I am sharing the most commonly discovered financial planning opportunities.

https://twitter.com/i/spaces/1ynJOZYDbDzGR

Reply on Twitter 1526657279612813313Retweet on Twitter 15266572796128133131Like on Twitter 15266572796128133135Twitter 1526657279612813313
Retweet on TwitterJon Luskin, CFP® Retweeted
BlankenshipFPJim Blankenship@BlankenshipFP·
18h

Tax-Loss Harvesting Treasury Bond Index Funds in 2022 #PFshare via @JonLuskin https://jonluskin.com/tax-loss-harvesting-treasury-bond-index-funds-in-2022/

Reply on Twitter 1526630136115863554Retweet on Twitter 15266301361158635541Like on Twitter 15266301361158635541Twitter 1526630136115863554
Load More...

Is the Portfolio 2nd Opinion Right for You?


Get Your Free Assessment ➔

Disclosures & Legal

Jon Luskin is a registered investment adviser in the states of Arizona, California, Louisiana, Massachusetts, New York, North Carolina, 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.

Copyright © 2022