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:
Talking points: Making Yeshiva Tuition More Affordable: It’s Simple, But Not Easy
1. Our quote this week is from Bejamin Graham on an investor’s chief problem
2. Trump’s tariffs have caused the market to go into a freefall after Liberation Day. While the market has bounced back, I’m wondering given all the tariff related news headlines, should I be nervous? Will this impact my wallet? If so, how badly?
3. Every Purim my wife and I have a debate whether to spend the typical $5,000 - $7,000 on costumes, shalach manot, and a large seudah or if we should tone it down this year. Any thoughts on this?
4. Would you recommend an S&P 500 fund or a target date fund?
5. I received a $100,000 bonus. Where does it make sense to invest it right now in the current economic environment?
6. I have a pretty large stock position and want to get out of it, but the tax consequences will be massive. Any suggestions?
7. Timely & Actionable Idea: Understanding that the investment landscape has become democratized.
***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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