***UPCOMING LIVE WEBINAR: LIVE WEBINAR on Tuesday, January 28th at 8:30am (EST) featuring Elizabeth Forspan, a Partner at Forspan Klear based in Great Neck, NY. She will be speaking on the topic "Where Good Estate Planning Equals Poor Elder Care Planning." Register here: https://us02web.zoom.us/webinar/register/WN_-RCQ_TPLQte0QJRXoCsiiw ***

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: 7 Predictions For The Year-Ahead

2)  This week’s quote is from Viktor Frankl.

3)  I’m a Jew that lives in the Midwest and can’t understand why someone would live in NY or LA? The costs are astronomical, and you get way more for your money in the heartland. What am I missing?

4)  My family’s financial advisor swears by a “dividend growth” strategy where he exclusively buys stocks that have a history of growing their dividends. Is this a sound approach?

5)  My daughter is getting married soon. Is it bad if I take out $75,000 in a home equity loan to pay for the wedding?

6)  What’s one piece of advice you would give to the average recent college graduate in the frum community about personal finances?

7)  Can I wear a finance bro vest if I work in another field?

8)  Timely & Actionable Idea: Automation

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.