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:
***My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com!
1. Talking points: Reflections on the $10 sufganiya.
2. Our quote this week is from Chris Rock on what wealth really means
3. Do you ever wonder how the economy and market would have turned out if Kamala Harris won the election?
4. Doesn’t it bother you that capitalism has left so many people behind? Socialism, while not perfect, is certainly a better way of lifting up the masses. Wouldn’t you agree?
5. The principal of my child's Yeshiva makes over 400k a year. Don't you think it would make sense if administrators like this took a pay cut to make yeshiva tuition more AFFORDABLE?
6. This may sound silly, but I am extremely not satisfied with the interface on my online portal with my broker. I like working with her but the online dashboard stinks. Is it worth moving for that?
7. Why isn’t spreading my investments across a national firm, regional firm, and boutique better than consolidating everything in one place?
8. Timely & Actionable Idea: Year-end Roth IRA conversion considerations.
***UPCOMING LIVE WINTER WEBINAR: On THURSDAY, January 8th @ 8:30am featuring Martin M. Shenkman, Founder of Shenkman Teitz based in New York. Marty will be speaking about “Asset Protection in 2026: SLATs, DAPTs, SPATs and more Acronyms.” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_BqAMlWRPSsmTGqY84CgABw***
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1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com
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