Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management this week as he discusses a variety of timely investing and financial planning topics, including:

1.   Talking points: Investing Superpowers

2.   This week’s quote is from Confucius and George Carlin

3.   Should I invest an S&P 500 fund or a Robo Advisor?

4.   I’m applying to work in the wealth management industry. What are your thoughts on the big firm training programs vs starting at an independent firm, trust company, etc.?

5.   Is there any consideration that should be given to how much one should hold inside a single brokerage account?

6.   I’m retiring to Israel and want to buy a place there, but it would require me to put down 50% of my nest egg. Should I do it?

7.   My kid just started making money babysitting. Do you think I should insist that they donate 10% to charity and save 20% for their future in order to instill good financial habits?

8.   Timely & Actionable Idea: The merit and drawbacks of concentrated investment positions.

***UPCOMING LIVE WEBINAR*** On THURSDAY, April 24th at 8:30am (EST) featuring, Brian Balduzzi and Lisa Presser both from law firm Faegre Drinker Biddle & Reath. Brian and Lisa will be speaking on “5 Over-Looked Estate Planning Tips to Consider for 2025.”

Register here: https://us02web.zoom.us/webinar/register/WN_FPIpD4oASHO-pW6MKtYxFA ***

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