***UPCOMING LIVE WEBINAR: LIVE WEBINAR on Tuesday, January 28th at 8:30am (EST) featuring Elizabeth Forspan, a Partner at Forspan Klear based in Great Neck, NY. She will be speaking on the topic "Where Good Estate Planning Equals Poor Elder Care Planning." Register here: https://us02web.zoom.us/webinar/register/WN_-RCQ_TPLQte0QJRXoCsiiw ***
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: Lavan & The Financial Fraudsters Amongst Us
2. This week’s quote is from Howard Marks.
3. There are two yeshiva day schools and one is academically superior, but it costs more. Is this higher priced yeshiva a good investment?
4. Now that the market is near all-time highs and I recovered my losses from 2022, why not just cash out of my portfolio that is currently mostly in stocks and put the funds in secure muni bonds paying 5% to protect my principle?
5. Thoughts on the “401k trap” philosophy that’s prevalent on social media. Is there any merit to it?
6. Can I continue to contribute to my IRA if I’m taking out RMDs?
7. Timely & Actionable Idea: Diversification
Stay connected:
1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com
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