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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: Buying my wife new clothes and jewelry before yom tov
2. This week’s quote is from Jason Zweig’s father.
3. What's an interval fund?
4. Given where rates are, would you recommend shortening or lengthening the duration on the bond portion of my portfolio?
5. I look for a deal whenever I can in most areas of life. This includes when buying clothes, furniture, food, and other things for the house. Yet, I’m still just getting by financially. Any suggestions?
6. What do you think of copying politicians' trades/investments as part of someone's strategy in the market?
7. How many hours do you work a week?
8. A timely and actionable investment idea.
***UPCOMING LIVE WEBINAR: Thursday, October 31st at 8:30am (EST). featuring Krista M. Fenske, Esq., Cole Schotz P.C. featuring “To Trust or Not to Trust: A Tutorial on Trust Planning for Wealthy Families & Their Advisors” Register here: https://us02web.zoom.us/webinar/register/WN_AF64ll5nQSetJ3y3UpVgww
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
Hosted on Acast. See acast.com/privacy for more information.
5
1212 ratings
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: Buying my wife new clothes and jewelry before yom tov
2. This week’s quote is from Jason Zweig’s father.
3. What's an interval fund?
4. Given where rates are, would you recommend shortening or lengthening the duration on the bond portion of my portfolio?
5. I look for a deal whenever I can in most areas of life. This includes when buying clothes, furniture, food, and other things for the house. Yet, I’m still just getting by financially. Any suggestions?
6. What do you think of copying politicians' trades/investments as part of someone's strategy in the market?
7. How many hours do you work a week?
8. A timely and actionable investment idea.
***UPCOMING LIVE WEBINAR: Thursday, October 31st at 8:30am (EST). featuring Krista M. Fenske, Esq., Cole Schotz P.C. featuring “To Trust or Not to Trust: A Tutorial on Trust Planning for Wealthy Families & Their Advisors” Register here: https://us02web.zoom.us/webinar/register/WN_AF64ll5nQSetJ3y3UpVgww
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
Hosted on Acast. See acast.com/privacy for more information.
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