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Episode 75: What Percentage of My Portfolio Should Be In Alternative Investments?
September 25, 2024 · 22 min

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.   Spending Money On Things Vs. Experiences

2.   This weeks quote is from Tony Robbins

3.   How much should I invest in “alts”?

4.   My husband and I love cars since; however, we also want to take the family to Israel for sukkos. Realistically, we can’t do both. Thoughts?

5.   I went to the best schools and have advanced. I’ve read tons of literature on investing, but I can't seem to get this investing thing right. Why can't I make money by investing?

6.   My son wants to go into wealth management, but has no interest in money. He enjoys investing, but doesn’t appreciate the finer things in life. Will this be a problem if he is trying to win business from high-net-worth families?

7.   Tim Walz's financial disclosures came out. What are your thoughts on his finances?

8.   A timely and actionable investment idea

 

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