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) What investors can learn from the medias terrible coverage of the Gaza/Israel war

2) Quote from financial writer Nick Murray on investors biggest risk.

3) Does my son is a 25 year old son need umbrella insurance?

4) What type of lawyer makes the most sense from a financial and life balance?

5) What do you think about instituting universal basic income?

6) What is the “still working exception” and should I use it?

7) Questions on “asset location” from an index fund investor?

8) Should I sell my loser investments and double down on the winners?

9) What’s the optimal number of investments to have in one’s portfolio?

10) How should I leave my Roth IRA vs my Traditional IRA to my kids given their different careers?

11) I work in biotech. Should I invest in what I know and put more money in biotech given my background?

12) Thoughts on a covered call strategy?

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

4) WATCH my daily financial planning videos: Instagram | X | YouTube | LinkedIn

Hosted on Acast. See acast.com/privacy for more information.