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:
***Upcoming Live FALL Webinar: Thursday, September 10th @ 8:30am featuring K. Eli Akhavan from the law firm Grant, Herrmann, Schwartz & Klinger LLP based in New York City and he will be speaking on “NYC Pied-à-Terre Surcharge – What Advisors Need to Know. RSVP here: https://us02web.zoom.us/webinar/register/WN_lKrSMcckTXy9E8dzOqeGcA”***
1. Talking points: Finances & Shalom Bayit: 10 Reasons Why Couples Fight About Money
2. This week’s quote is from Jerry Seinfeld on choosing the torture you can deal with.
3. How will the war with Iran affect my finances?
4. What are BDCs, and is my uncle’s strategy of keeping all his “safe money” in them sensible?
5. What is the difference between current yield and yield to maturity?
6. What exactly is credit risk?
7. Are technology stocks doomed because of the AI-driven tech crash?
8. Should I be worried about stagflation given rising oil prices and high unemployment?
9. What’s the difference between cash equivalents, notes, and bonds, and when should each be used?
10. Is Dave Ramsey actually credible?
11. Should I switch from an 80/20 portfolio to 100 percent stocks based on advice from a successful businessman at shul?
12. Is climate change driving inflation? Timely & Actionable Idea: Avoiding pulling money from the wrong accounts first.
***My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com***
Stay connected:
1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com
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