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?
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