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: Where Do I Park My Cash Now That Rates Are Falling?
2. This week’s quote is from Seth Klarman.
3. My advisor is a strong proponent of alternative investments, and wants to put a third of my portfolio in them. Thoughts?
4. Should I spend more money on experience (i.e. traveling for the holidays) or things (i.e. automobiles)?
5. Why can't I make money investing despite my pedigree?
6. My son wants to go into wealth management, but has no interest in money. He enjoys investing, but doesn’t appreciate the finer things in life. Will this be a problem if he is trying to win business?
***UPCOMING LIVE WEBINAR: Thursday, November 26th at 8:30am (New York time) featuring Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Manamgement based in New York. Jonathan will be speaking on the very important topic of “Last Minute 2024 Wealth Planning Ideas - Ensuring Your Clients Make the Right Moves Before Year-End” Register here: https://us02web.zoom.us/webinar/register/WN_J1HPzyczQG6YIJen2Vvgvg
Stay connected:
1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
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