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:   

Talking points: Making Yeshiva Tuition More Affordable: It’s Simple, But Not Easy

1.   Our quote this week is from Bejamin Graham on an investor’s chief problem

2.   Trump’s tariffs have caused the market to go into a freefall after Liberation Day. While the market has bounced back, I’m wondering given all the tariff related news headlines, should I be nervous? Will this impact my wallet? If so, how badly?

3.   Every Purim my wife and I have a debate whether to spend the typical $5,000 - $7,000 on costumes, shalach manot, and a large seudah or if we should tone it down this year. Any thoughts on this?

4.   Would you recommend an S&P 500 fund or a target date fund?

5.   I received a $100,000 bonus. Where does it make sense to invest it right now in the current economic environment?

6.   I have a pretty large stock position and want to get out of it, but the tax consequences will be massive. Any suggestions?

7.   Timely & Actionable Idea: Understanding that the investment landscape has become democratized.

***UPCOMING LIVE FALL WEBINAR: My upcoming lineup of webinars will be sent out this summer. To be added to the distribution list to get notified of these events go to https://www.parkbridgewealth.com/webinars***

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