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: Timeless Financial Wisdom From Mishlei (Proverbs)

2.   Our quote this week is from Peter Lynch on anticipating market corrections.

3.   Does spending money to go away for Pesach offer a good Return On Investment (ROI)?

4.   Instead of using an Israel based ETF, should I buy the top ten holdings in that market?

5.   My parents are gifting money to every member of my family. How should we allocate these funds most prudently?

6.   Is it tacky to suggest my kid’s friend’s parents make contribution to my child’s 529 account instead of giving presents?

7.   Are there any morning routines or life hacks that you notice from your most successful clients that you can share that may be helpful to people early in their career?

8.   Timely & Actionable Idea: The folly of not understanding the true limitations of money.

***UPCOMING LIVE FALL WEBINAR: On September 4th @ 8:30am featuring Matthew E. Rappaport, of Falcon Rappaport & Berkman LLP based in Long Island, NY on the topic “Tax Issues with Distressed Real Estate” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_2VBAxRh_RYyhFAo4G6mCkw***

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