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. Importance of Investor Alpha

2. Quote from JP Morgan.

3. I’m retiring soon and want to maximize my income. Should I search for the highest paying stocks, bonds or funds? It seems to make sense, so I won’t need to touch the principle.

4. I’ve been in a bit of a rut since Covid. Any suggestions on rebuilding the financial part of my life? I’ve been feeling down for around 4 years at this point.

5. What surprises you most about the investment business?

6. How do I know if there is value in hiring a financial advisor vs a robo advisor?

7. What’s the purpose of a revocable trust if there is no tax benefit? Should I use one?

8. A timely and actionable investment idea

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

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