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. How Can So Many People Afford To Do Construction?
2. Quote is from Harry Markowitz on diversification and lunch.
3. Am I spending too much money on traveling this summer if I go away 4 times?
4. How often do you look at/review your own portfolio?
5. How much is the net worth of your largest client?
6. If the market flatlines like it did from 2000-2009 and returns 0%, what’s the best way to prepare for this scenario?
7. How much money should I put down on a new home?
8. I got very sick, but was able to rollover the life insurance policy I had from my previous employer. This policy is suboptimal. Expensive and not the best product. Should I drop coverage or continue paying premiums?
9. Should I buy a boat in retirement?
10. Should I borrow money from my 401k to invest in real estate?
11. Any strategies you would recommend on how and when to deploy capital?”
12. My husband and I got out of debt using Dave Ramsey methods. We have a high household income, but our only debt is a 15 year fixed at 2.7% with about 450k left on our mortgage. Should we pay it off in the next few years, per Dave's line of thinking?
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1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com
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