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

Hourly Advice for Do-It-Yourself Investors

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Portfolio 2nd Opinion Appointment Confirmation

Thank you for scheduling your two-hour phone consultation for The Portfolio 2nd Opinion™.

You should soon receive an email from Rick Ferri (via Dropbox) with your link to a Dropbox folder, a service to store and share files securely online. If not, please let me know. You can reach me at hello@JonLuskin.com.

Please see the below two links, which will help you complete the following steps in The Portfolio 2nd Opinion™:

Click this link to download our Client Engagement Letter

Click this link to download our Personal Profile

Step 1 – Prepare and upload documents when The Portfolio 2nd Opinion™ date nears. 

• Download, read and complete our Client Engagement Letter. Type in the appropriate information, initial at the bottom of pages 1 & 2, and type your name(s) on page 3. There is no need to sign the form. You agree to the terms and conditions by typing in your name(s) on page 3. Save the document to your files as a pdf and copy it into your Dropbox folder.

• Download and complete the Personal Profile. The more information you provide, the better advice I can deliver on our call. Save the document to your files as a pdf and copy it into your Dropbox folder.

• Add these documents to Dropbox, along with account statements, spreadsheets, investment policy statement (IPS), life insurance policy statements, disability insurance policy statements, and any information you deem important. If providing account statements of taxable accounts, please include cost basis information.

Step 2 – Consultation Day

• Please be prepared to spend up to two hours on this call.

• After the call, we will write a letter outlining the important points of the meeting and our recommendations.

Step 3 – Payment

• We’ll send you a letter by e-mail with notes and recommendations after our consultation.

• This letter is attached to an invoice. Pay online by credit card, debit card, or bank transfer (ACH).

Step 4 – Implement

• It’s up to you to make changes in your portfolio. If you prefer to hire a low-cost portfolio manager to implement the plan, we can provide a referral.         

Please contact me at hello@jonluskin.com or (619) 394-4644 if you have any questions.

Thank you again for your interest. I look forward to working with you.

Best wishes,

Jon M. Luskin

CERTIFIED FINANCIAL PLANNER™

JonLuskin.com I hello@jonluskin.com

Ferri Investment Solutions is owned by Rick Ferri, LLC, a registered investment adviser (RIA). Securities law requires RIA firms to provide clients with a copy of their Form ADV Part 2, linked here. This document provides in-depth information about services, fees, legal matters, Privacy Policy, and other disclosures.

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What I’m Reading Right Now

Recent Posts

  • Bogleheads® Live ep. 8: Dr. William J. Bernstein on investing simplicity
  • How to Use Insurance
  • Bogleheads® Live ep. 7: Eric Balchunas on “The Bogle Effect”
  • Bogleheads® Live ep. 6: Dr. Sunil Wahal on hidden mutual fund costs
  • Bogleheads® Live Ep 5: Christine Benz on correlations & sustainable distributions

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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

JonLuskin
jonluskin Jon Luskin, CFP® @jonluskin ·
19h

Talking bond correlation with @christine_benz was a treat!

#investing

IRA Owner's Manual @IRAOwnersManual

Bogleheads® Live Ep 5: Christine Benz on correlations & sustainable distributions #PFshare via @jonluskin https://jonluskin.com/bogleheads-live-ep-5-christine-benz-on-correlations-sustainable-distributions/

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jonluskin Jon Luskin, CFP® @jonluskin ·
20h

"Don't use a SEP IRA. Use an individual #401k instead."

Good advice from Jim Dahle (@wcinvestor).

Generally, an individual 401K is going to make more sense.

🤓

https://buff.ly/3LxS2K2

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jonluskin Jon Luskin, CFP® @jonluskin ·
25 Jun

Gentleman, lower your fees.

~Jack Bogle

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Disclosures & Legal

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