Jonathan On Money

Episode 104: The Passover Paradox


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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: The Passover Paradox

 

2.   This week’s quote is from Christopher Columbus

 

3.   Should I diversify my investments out of just the S&P 500 or just keep it in that fund given the high returns?

 

4.   Do you have a minimum account size?

 

5.   Do you think encouraging a child to work in high school to make money is essential to have a positive financial trajectory or should they just be focused on doing well in school and extracurricular activities?

 

6.   I was listening to Bloomberg and the commentator said that the S&P 500 was “unched” for the day. What does that mean?

 

7.   Timely & Actionable Idea: 6 Tactical Moves to Make In A Bear Market

 

***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 ***

 

Stay connected:

1) Questions? Comments? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars  

4) WATCH my daily financial planning videos: Instagram | X | YouTube | LinkedIn

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Jonathan On MoneyBy Jonathan On Money

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