You're a Financial Planner, Now What?

You're a Financial Planner, Now What?


Cost Matters

August 01, 2017

We’re excited to have Jon Luskin, CFP® of Define Financial on #YAFPNW. From his Master’s Thesis (years ago) to his practice today, Jon is passionate about sound investing with lower costs and he’s willing to support that passion with his own research. Jon’s passion around investments and research is contagious and I’m excited for you to hear his story.
His latest submission was inspired by a twitter exchange so be sure to follow him @JonLuskin!

“It was consistent results across all eight case studies. Better risk adjusted returns for the lower cost model. So after that experience it was pretty clear to me that cost was the number one indicator of returns.”
Uncle D Money
#XYPNRadio
Unconventional Success: A Fundamental Approach to Personal Investment
Pioneering Portfolio Management: An Unconventional Approach to Institutional Investment, Fully Revised and Updated
The Little Book of Common Sense Investing
Journal of Financial Planning
#FinCon17
FPA of Minnesota
JonLuskin.com
Michael Kitces
Jack Bogle