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) Living Dangerously: A Theme For The Three Weeks And Investing

2) Quote by Senecca on wealth.

3) I don’t have enough money to buy a house in my current community, but can afford to move to an undesirable community. What do you recommend as the best course of action?

4) The NASDAQ is up around 14%+ this year and I'm up a small fraction of that. Why is my portfolio lagging so much and should this be concerning?

5) Given the likelihood of the Fed lowering rates by the end of the year, how should I reposition my portfolio?

6) My advisor gave me a 30 page financial plan. How long should a financial plan be and what should it include?

7) Advice for a spendthrift

8) This week’s actionable idea!

***SIGN UP: Yeshiva University & ParkBridge Wealth Management: Tax, Estate, and Wealth Planning Symposium” (3 CPE/CLE*) on Tuesday, September 10th 2024 @ 8:30am-12:00pm. Registration & Program here. ***

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