SPIRIT: Economic Update: Markets, Inflation, and Your Portfolio

Economic Update: Markets, Inflation, and Your Portfolio: Examining the current market environment, inflation trends, and the role of equities and bonds in portfolio strategy.

Presented by David B. Winston

David B. Winston is the Executive Wealth Advisor of Winston Wealth Advisors. For more than 30 years, David and his team have helped hundreds of families throughout the United States prepare for and enjoy their retirement years. A listening approach and a devotion to understanding the nuances of each family’s unique situation is the hallmark of David’s style. He provides people with objective, caring, and thoughtful guidance as they navigate through changes in their lives.

David grew up in Missouri and became a naturalized Texan in 1983. David and his wife Cindy (Skibell) have two sons Aaron and Jacob. Jacob joined Winston Wealth Advisors in 2017 and is the Wealth Strategist for the firm and has earned his CFP^®. Aaron, lives in Miami Florida and is the strategy director for his company, Express Legal Funding.

In his spare time David enjoys golf and loves to focus on steady improvement. Also a proud “papa” to Jacob’s three daughters.

Click here to register for the Zoom link for online participation and/or to receive the recording following the program.

CORPORATE SPONSORS:  

MEMORY MATTERS — https://renayudkowsky.com/signature-course/

CAPITIL REAL ESTATE — https://capitil.com/

MEDICARE INSURANCE SPECIALIST — https://www.65andready.com/

FORSPANKLEAR, LLP — https://www.forspanklear.com/

WINSTON WEALTH ADVISORS — https://winstonwealthadvisors.com/ou/

SCHWARTZ BROTHERS JEFFER/SINAI CHAPEL/PARKSIDE MEMORIAL CHAPELS — https://www.dignitymemorial.com/funeral-homes/forest-hills-ny/schwartz-brothers-jeffer-memorial-chapels/4131

FIRST ISRAEL MORTGAGES:  https://www.firstisrael.com/

JRESPONDER — https://www.sosresponder.com/

KORINSKY & KLEIN, LLP —  https://www.kklawfirm.com/

LET’S GET ORGANIZED — https://lgorganized.com/

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We have created a new SPIRIT website with archives and upcoming programs! Now you can watch all of the SPIRIT presentations geared toward retirees- on subjects such as history to exercise to mental health, all in one place! 

CLICK HERE to enjoy past programs on-demand at your convenience!   

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The information provided by the OU SPIRIT program is for informational purposes only and should not be construed as advice on any legal/medical/nutritional/mental health/ financial/halachic or other subject matter.  You should not act or refrain from acting on the basis of the information you learn during a SPIRIT program without seeking legal/medical/nutritional/mental health/financial/Rabbinic or other appropriate professional advice.

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Partnering Synagogues:

Anshei Chesed Congregation, Boynton Beach (FL)
Anshei Emuna Congregation, Delray Beach (FL)

ASKT, Milwaukee (WI)
Beth David Synagogue, West Hartford (CT)
Bialystoker Synagogue, New York (NY)
B’nai Israel-Ohev Zedek, Philadelphia (PA)
Congregation Agudath Sholom, Stamford (CT)
Congregation Ahavas Sholom, Columbus (OH)

Congregation Ahavath Torah, Englewood (NJ)
Congregation Aitz Chaim, West Palm Beach (FL)
Congregation Anshe Sfard, New Orleans (LA)
Congregation Anshe Sfard Kehillat Torah, Glendale (WI)

Congregation Ariel, Dunwoody (GA)
Congregation Beth Aaron, Teaneck (NJ)
Congregation Beth Hamedrosh, Wynnewood (PA)
Congregation Beth Ora, Montreal (QUE)
Congregation Beth Sholom, Providence (RI)

Congregation Beis Hillel, Union (NJ)

Congregation Bnai Yeshurun, Teaneck (NJ)
Congregation Etz Chaim of Kew Gardens Hills (NY)
Congregation Kehilath Jeshurun, New York (NY)
Congregation Machane Chodosh, Forest Hills, NY
Congregation Ohav Zedek, Wilkes-Barre (PA)

Congregation Ohr Torah, West Orange (NJ)

Congregation Shomrei Torah, Fair lawn (NJ)
Congregation Tiferet Israel, Austin (TX)
Congregation Torah Ohr, Boca Raton (FL)
Congregation Zvi Jacob, Utica (NY)
Darchei Noam, Minneapolis (MN)
East Denver Orthodox Synagogue (EDOS), Denver (CO)

Etz Chaim Synagogue, Jacksonville (FL)
Fleetwood Synagogue, Fleetwood (NY)
Jewish Center of Atlantic Beach (NY)
Kehillat New Hempstead (NY)
Kehillat Shaarei Torah of Toronto (ONT)

Kehillas Shivtei Yeshurun (KSY), Bet Shemesh, Israel
Keneseth Beth Israel, Richmond (VA)

Kingsway Jewish Center, Brooklyn (NY)

Lower Merion Synagogue, Bala Cynwyd (PA)
Ner Tamid Greenspring Valley Synagogue, Baltimore (MD) 

Suburban Orthodox Congregation Toras Chaim, Baltimore (MD)
Suburban Torah, Livingston (NJ)
United Orthodox Synagogues, Houston (TX)
Young Israel of Bal Harbour, Surfside (FL)
Young Israel of Brookline (MA)
Young Israel of Deerfield Beach (FL)
Young Israel of East Brunswick (NJ)
Young Israel of Elkins Park (PA)

Young Israel of Fort Lee (NJ)
Young Israel of Hillcrest (NY)
Young Israel of Hollywood/Ft. Lauderdale (FL)
Young Israel of Kew Gardens Hills (NY)
Young Israel of New Hyde Park (NY)

Young Israel of Phoenix (NY)
Young Israel of Plainview (NY)
Young Israel of Queens Valley (NY)

Young Israel of Scarsdale (NY)
Young Israel of Southfield (MI)
Young Israel of Stamford (CT)
Young Israel of West Hartford (CT)
Young Israel of West Hempstead (NY)

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For more information about becoming a SPIRIT Partner, contact Rebbetzin Judi Steinig, steinigj@ou.org