Publications

NAFPA Advisor: The case for advice-only financial planning

The Journal of Financial Planning: Future Investment Returns on Housing Are Stark

The Journal of Financial Planning: Examining Total Portfolio Performance: U.S. Government Vs. Corporate Bonds

The Journal of Financial Planning: Dollar-Cost Averaging Using the CAPE Ratio: An Identifiable Trend Influencing Outperformance

Jon Luskin’s Master’s Thesis: Case Studies on Institutional Asset Management

NASDAQ.com: Diversifying Via International Stocks: Yes or No?

Think Advisor: HDHP vs. conventional health plan: How to determine the best fit

Seeking Alpha: Should I Have Held Commodities In My Portfolio?

Journal of Financial Planning Practice Management Blog: Financial Planning Priorities for New Parents

Investopedia: Skip the Fake News and Choose Boring Investments

The Journal of Financial Planning: 6 Things I Wish I’d Known My First Year in the Profession

Paladin Registry: 10 Things Your Financial Advisor Won’t Tell You

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.