investing

My Investments Were Too Aggressive on the Cusp of Retirement. What Do I Do Now?

August 9, 2022 By Jon Luskin 16 Comments

Should I Move from Stocks to Bonds After I’ve Lost Money? If you’re still having trouble deciding what to do, consider an exercise.

Bogleheads® Live 14: David Blanchett on retirement planning

August 1, 2022 By Jon Luskin Leave a Comment

David Blanchett answering questions on retirement planning.

Bogleheads® Live ep. 13: Dan Egan on robo-advisor conflicts of interest

July 25, 2022 By Jon Luskin Leave a Comment

Dan Egan answers questions on conflicts of interest of robo-advisors.

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.

Disclosures & Legal

Jon Luskin works 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.

investing

Is the One-Day Financial Review right for you?