Episode 49: ESG investing - Matching Investors Portfolios With Their Values.

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:

***Note: I am participating as a panelist on a webinar hosted by ETF.COM entitled “The Future of Sustainable Investing” hosted by ETF.com. I will be discussing how I implement sustainable strategies for my clients. If interested, you can register here: https://events.etf-webinars.com/sustainable-investing/ ****

1) ESG investing: Matching Investors Portfolios With Their Values.

2) A thought provoking money quote from poet, Maya Angelou.

3) My son is getting married soon and he asked how they should split expenses and what to do with separate assets from before marriage?

4) How old does my child need to be before I can add them to my business payroll?

5) Can you breakdown the positives and negatives of 529 accounts vs a regular investment account for my kids?

6) My brother-in-law told me that my portfolio is not structured appropriately. I've been primarily invested in tech stocks and just bought the Bitcoin ETF, so my performance has been outstanding. If I've been doing so well I must be invested correctly. Is there any merit at all to his view point?

7) I have all boys and I’m afraid that if I don’t build a guest room suite my future daughters-in-law won’t feel comfortable at my house and my kids will never come visit. It’s expensive. Is it a worthwhile investment?

8) Why don’t you invest in private markets?

9) Someone told me I should open a Roth IRA for my kids. What are the benefits of this?

10)I’m looking at getting started in the financial advisory business. I got an offer from a group within one of the big firms. It’s run by a father and son team. They said I could make partner within a few years. Dad will also retire soon and that should allow for even more opportunity. Does this seem like a good opportunity to you?

11) I’m getting married soon. Second marriage, but I'm still relatively young. My spouse has 100k of student debt. I don’t have debt. Will this cause issues?

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