Episode 162: Gambling, Gold, Advisory Fees, And Why Dividend Yields Are Falling

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: Where Does Gambling Fit into My Investment Strategy?

2. This week’s quote is from Jim Carrey on why everyone should be rich and famous.

3. Why shouldn’t I put all my money into the Nasdaq or tech stocks just because they’ve been the best‑performing asset class for the past 15 years?

4. I’m retired and already have 40% of my assets in income annuities. I received an inheritance that now makes up the remaining 60%, and my advisor wants me to put another 20% into a low‑cost annuity. Is that appropriate?

5. My CPA made mistakes on my tax return this year. Should I replace her, or would that be an overreaction?

6. My advisor rebalances my account annually, but because the market has risen, selling gains will trigger significant taxes. Is rebalancing still worth it given the tax hit?

7. With interest rates falling, where should I keep my cash? Are short‑duration bond funds or mortgage bonds better options given their higher yields?

8. Gold has been surging. Should I include it as part of my portfolio?

9. I look at my monthly statements and wonder how much more money I’d have if I didn’t pay an advisor and managed everything myself. Is that a reasonable concern?

10. Why are dividend yields lower today than in past decades?

11. Timely & Actionable Idea: Simplify your financial life leading up to retirement.

***Upcoming Live SPRING Webinar: On THURSDAY, MAY 28th @ 8:30am featuring Asher Lowenstein, Esq. Founder of Lowenstein Legal PLLC based in Long Island, NY. Asher will be discussing “Designing Resilient Estate Plans: Planning to Avoid Litigation.” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_0AMJF8MeTaegYhG83U36dg***

***My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com***

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