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: The Passover Paradox
2. This week’s quote is from Christopher Columbus
3. Should I diversify my investments out of just the S&P 500 or just keep it in that fund given the high returns?
4. Do you have a minimum account size?
5. Do you think encouraging a child to work in high school to make money is essential to have a positive financial trajectory or should they just be focused on doing well in school and extracurricular activities?
6. I was listening to Bloomberg and the commentator said that the S&P 500 was “unched” for the day. What does that mean?
7. Timely & Actionable Idea: 6 Tactical Moves to Make In A Bear Market
***UPCOMING LIVE WEBINAR*** On THURSDAY, April 24th at 8:30am (EST) featuring, Brian Balduzzi and Lisa Presser both from law firm Faegre Drinker Biddle & Reath. Brian and Lisa will be speaking on “5 Over-Looked Estate Planning Tips to Consider for 2025.”
Register here: https://us02web.zoom.us/webinar/register/WN_FPIpD4oASHO-pW6MKtYxFA ***
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1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com
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