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: Starting to invest at age 40
2. This week’s quote is from Winston Churchill on failure
3. Did I make a mistake by investing in the “uncorrelated strategies” my new advisor was pitching to me back in 2022?
4. My financial advisor is recommending an investment that I don’t understand, but has had unbelievable returns. It would only be for about 5% of my portfolio. Should I move forward with this?
5. How does climate change impact the way you structure portfolios?
6. I recently met a crypto coach that a few of my friends work with. They said they have made money. Would you recommend working with this professional?
7. Timely & Actionable Idea: The dangers of being too focused on tax planning…
***UPCOMING LIVE FALL WEBINAR: My upcoming lineup of webinars will be sent out this summer. To be added to the distribution list to get notified of these events go to https://www.parkbridgewealth.com/webinars***
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