
Episode 122: Tariffs & Inequality, Marketing Tips, Trump/Putin Summit, and How to Panic Prudently
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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. Talking points: 5 strategies to panic prudently during a market downturn
2. Our quote this week is from J.P. Morgan on betting on America
3. I’m retiring this year (or planning to). With the market choppy I am terrified about retiring and outliving my funds. Any strategy you recommend? For context, I have $2.1 million in cash.
4. I dollar cost average twice a month. Would you advise that I delay my next contribution until the market is less choppy and to see what transpires from the Putin/Trump meeting in Alaska?
5. I successfully timed the market this year and avoided the market drop due to reciprocal tariffs. I can time the market. What do you have to say to that?
6. Will tariffs increase inequality?
7. I’m looking to grow my business and see you post a lot on social media. Are you using some kind of marketing consultant for this or was it all your own initiative?
8. Timely & Actionable Idea: Implementing a framework for giving
***UPCOMING LIVE FALL WEBINAR: On September 4th @ 8:30am featuring Matthew E. Rappaport, of Falcon Rappaport & Berkman LLP based in Long Island, NY on the topic “Tax Issues with Distressed Real Estate” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_2VBAxRh_RYyhFAo4G6mCkw***
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