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. Strategies For Getting Laid Off Before You’re Ready To Retire.

2. This week’s quote is from Benjamin Franklin.

3. Thoughts on Kamala Harris’s personal finance disclosures.

4. What can I hold and not hold in an IRA account?

5. Is it silly to buy a house with my girlfriend before we get married?

6. Do you think it’s reasonable for a hedge fund to take 20% of my profits?

7. I made 5% on my cash this year. My financial advisor said I was up around 6% half way through the year. My question is why would I take risk and invest in stocks and bonds when the return is only 1% or so better than a risk free money market account?

8. Actionable idea

9. SIGN-UP: Yeshiva University & ParkBridge: Tax, Estate, and Wealth Planning Symposium (3 CPE/CLE): 9/10 @ 8:30am on "Estate Planning for heirs in Israel", "Charitable giving & Jewish law", and "Florida tax planning strategies." Jonathan I. Shenkman will be moderating this program. Open to all! Registration & program agenda HERE.

Stay connected:

1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com

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