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Bogleheads® Live Ep 1: Introducing the Bogleheads®

April 22, 2022 By Jon Luskin 11 Comments

Rick Ferri, CFA, fields live audience questions on asset allocation, discussing the difference between one’s investing philosophy and their strategy, and more.

Should I Prepay My Mortgage If Interest Rates Are Increasing?

April 14, 2022 By Jon Luskin 2 Comments

Rising interest rates in 2022 may make mortgage arbitrage profitable

Calculations are needed to find out if making money by not prepaying a mortgage, but using cash to invest instead – would be profitable.

More Risk for Less Return: Why Paying Off Debt – If Investing in Bonds – Make Sense; or Mortgage Arbitrage with Low Interest Rates

October 2, 2021 By Jon Luskin 9 Comments

SUMMARY: Pay off debt if bonds make up any part of your investment portfolio. Even with a portfolio as aggressive as 90% stocks and just 10% bonds, anything with a non-zero interest rate should be paid off. This idea – to prepay debt if investing in bonds – comes as a surprise to those investors […]

Endowment Investing Case Study: Ball State University

October 13, 2017 By Jon Luskin 3 Comments

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 […]

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Recent Posts

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  • Bogleheads® Live 39: Protecting Your Income
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  • Bogleheads® Live 37: Christine Benz on ‘How much can I spend in retirement?’
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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/GJqMxem3Cr

JonLuskin
jonluskin Jon Luskin, CFP® @jonluskin ·
10 Feb

How to Buy Life #Insurance: Laddering Life Insurance Policies

Instead of buying a single life insurance policy with a term similar to the balance of your working career and the total coverage needed were you to die tomorrow, you could consider laddering policies.

1/n

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bogleheads John C Bogle Center for Financial Literacy @bogleheads ·
10 Feb

Mark your calendars for Thursday, 12:00 p.m. Pacific / 3:00 p.m. Eastern.

Will be answering your questions about the critical insurance coverage that is disability #insurance.

Set a reminder for my upcoming Space! https://twitter.com/i/spaces/1OyKAVAlnXqGb

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jonluskin Jon Luskin, CFP® @jonluskin ·
10 Feb

It’s hard to make a case for any life #insurance that isn’t term life insurance.

Said differently:

Generally, run screaming from whole life, universal life, indexed universal life (IUL), variable life, variable universal life, or anything not term life insurance.

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Jon Luskin is a registered investment adviser in the states of Arizona, California, Florida, Louisiana, Massachusetts, New York, North Carolina, Pennsylvania, Texas, Virginia and Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Currently, there are no states where the adviser is not appropriately registered, excluded or exempted from registration – allowing the adviser to work with anyone in any state. 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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