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Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management, shares his latest investing and financial planning insights. This includes recent articles, webinars, transcripts and more. Bookmark this page as a favorite so you don't miss the latest content.

Friday, May 1, 2026

This week in The Jewish Press I wrote about "Shavuot and Generational Wealth: What Jewish Tradition Teaches About Leaving a Lasting Legacy." This is an especially important article for families of all levels of wealth to read and...

Thursday, April 30, 2026

Webinar Transcript (4/30/2026): Qualified Charitable Distributions: Rules, Opportunities, and Tax Traps for 2026 and Beyond Host: Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management (Contact:...

Wednesday, April 29, 2026

Episode # 158: of the Jonathan On Money podcast just dropped! This week I cover "Affording The Five Towns, Inherited Real Estate, Dress To Impress, & High Returns Using ETFs." You can LISTEN here. You can WATCH here. Subscribe, Follow,...

Friday, April 24, 2026

This week in The Jewish Press I wrote about " Can AI Really Answer All Your Financial Questions? What You Need to Know." This new technology can be extremely helpful, but be careful of it's limitations. You can READ the full article...

Thursday, April 23, 2026

In my latest article in Forbes I wrote about "Should You Cosign A Loan For Your Adult Child In Retirement?" As you might imagine, cosigning a loan in retirement exposes you to full financial liability that can jeopardize your...

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Wednesday, April 22, 2026

Today, I’d like to CONCLUDE our video series on the topic of “How Much Should I Spend on a Chassan Watch?“Let’s now discuss messaging: The message you send with your choice of gift is also an important consideration. It can send a...

Tuesday, April 21, 2026

Today, I’d like to START A NEW video series on the topic of “How Much Should I Spend on a Chassan Watch?“So, I received the following question a few weeks ago that went as follows:My daughter is getting serious with a young man and...

Tuesday, April 21, 2026

Today, I’d like to CONCLUDE our video series on the topic of “How Much Should I Spend on a Chassan Watch?“Let’s now discuss messaging: The message you send with your choice of gift is also an important consideration. It can send a...

Friday, April 17, 2026

Yesterday, ParkBridge Wealth Management hosted a webinar to a national audience of attorneys, accountants, wealth advisors, and high-net-worth families on "When the Family Is the Business: Why You Need a Real Partnership Agreement"...

Friday, April 17, 2026

Webinar Transcript (4/16/2026): When the Family Is the Business: Why You Need a Real Partnership AgreemenHost: Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management (Contact:...

Thursday, April 16, 2026

Today, I’d like to CONCLUDE our video series on the topic of “How Much Should You Spend on a Date?“Today, let’s start by discussing, the Focus on ROI (or Return on Investment): Going to a fancy steak restaurant, may be a bit extreme...

Wednesday, April 15, 2026

Episode # 156 of the "Jonathan On Money" podcast just dropped! Today we cover "Pesach Programs, Reinvesting Dividends, and Are Teachers Underpaid." You can LISTEN here. You can WATCH here. #JonathanOnMoney

Wednesday, April 15, 2026

Today, I’d like to START A NEW video series on the topic of “How Much Should You Spend on a Date??“So, In a past life, I was actually a matchmaker, so I appreciate covering this topic. In fact, I used to host and facilitate numerous...

Tuesday, April 7, 2026

Episode # 155 of the "Jonathan On Money" podcast just dropped! Today, I cover "Retirement 2.0 - Modern Planning Strategies for 2026." You can LISTEN here: https://open.spotify.com/show/4RtjMFg5el8Ho7AsUHKKsK You can WATCH here:...

Tuesday, March 31, 2026

Episode # 154 of the "Jonathan On Money" podcast just dropped! This episode I cover "The Seder & Investing, Retiring Into a Down Stock Market, Working With A $400 million Client." You can LISTEN here. You can WATCH here. #JonathanOnMoney

Wednesday, March 25, 2026

Yesterday, ParkBridge Wealth Management hosted an event to a national audience of accountants, attorneys, wealth managers, and high-net-worth investors on the topic "Retirement 2.0: Modern Planning Strategies for 2026."You can WATCH...

Wednesday, March 25, 2026

Episode # 153 of the "Jonathan On Money" just dropped! This week we go IN FOCUS where we explore more advanced wealth plannign topics. In today's show we cover "Highlights of the 2026 Heckerling Institute on Estate Planning" with Kevin...

Tuesday, March 24, 2026

Check out my latest article in Forbes where I discuss "Should You Combine Finances After Marriage?" Various factors play into this decision. You can READ the full article here. #JonathanOnMoney

Tuesday, March 24, 2026

WEBVTT 100:00:31.660 --> 00:00:43.390Jonathan Shenkman: Good morning, and welcome to the Park Bridge Wealth Management Winter Webinar Series. This program is entitled Retirement 2.0, Real Retirement Planning Strategies and...

Friday, March 20, 2026

This week in The Jewish Press I discuss "Are Prenuptial Agreements Necessary When a Couple Has Disparate Levels of Wealth?"You may be surprised by my answer...You can READ the full article here.#JonathanOnMoney

Wednesday, March 18, 2026

Episode # 152 of the "Jonathan On Money" podcast just dropped! This week I discuss "Annuity vs Lump Sum Payment, Does Your Yeshiva Have A Good 401(k) & My Best Purchase For Under $100." You can LISTEN here: Apple OR Spotify You can...

Tuesday, March 17, 2026

Today, I’d like to CONCLUDE our video series on the important topic of “Should You Merge Finances After Marriage?“ And let’s start with discussing… How to actually merge one’s finances: The best way to merge your finances is to just do...

Monday, March 16, 2026

Today, I’d like to CONTINUE our video series on the important topic of “Should You Merge Finances After Marriage?“ And let’s start with discussing… When to keep money separate: It may be helpful to first start with the reasons to not...

Friday, March 13, 2026

Yesterday, ParkBridge hosted a webinar to a national audience of CPAs, attorneys, and wealth advisors on "Highlights of the 2026 Heckerling Institute on Estate Planning" featuring Kevin Matz, Esq., CPA, LL.M. (Taxation), Partner,...

Friday, March 13, 2026

This week in The Jewish Press I discuss "What Should My Son Do with His Bar Mitzvah Money?" This is a topic that many parents struggle with after celebrating a simcha. Hopefully this will serve as a helpful framework. You can WATCH the...

Thursday, March 12, 2026

Webinar Transcript (3/12/2026): Highlights of the 2026 Heckerling Institute on Estate Planning Host: Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management (Contact: jonathan@parkbridgewealth.com)...

Thursday, March 12, 2026

Today, I’d like to start a NEW VIDEO SERIES on the important topic of “Should You Merge Finances After Marriage?“ …And there seems to be a lot of confusion around this question. Take, for instance a question I received the other day...

Wednesday, March 11, 2026

Episode # 151 of the "Jonathan On Money" podcast just dropped! In this week's show we go IN FOCUS where we explore more advanced wealth planning strategies. In this episode we discuss "How to Shift CRT Benefits to Children Under...

Friday, March 6, 2026

This week in The Jewish Press I discuss "Where Does Gambling Fit into My Investment Strategy?" Interesting (and sadly) gambling is more prevalent in frum circles than ever before. The topic needs to be addressed so people have the...

Wednesday, March 4, 2026

Episode # 150 of the "Jonathan On Money" just dropped! Today, I discuss "Tax Strategies For Irrevocable Trusts & Hidden Financial Lessons From The Megillah." You can LISTEN on Apple or Spotify. You can WATCH here. #JonathanOnMoney

Tuesday, March 3, 2026

Today is the holiday of Purim, and I am wearing my onesie which is part of my costume this year in honor of the occasion. On the theme of Purim I’d like to discuss “Five Hidden Investing Lessons from the Megillah.”By way of background,...

Monday, March 2, 2026

Today, I’d like to CONCLUDE OUR VIDEO SERIES on discussing the important topic of Should I Invest in My Friend’s Real Estate Deal?First, let’s discuss What to look for: If you made it this far in the video series and are still not...

Friday, February 27, 2026

Yesterday, ParkbBridge hosted a webinar to a national audience of attorneys, CPAs, and Wealth Management professionals on the topic of "How to Shift CRT Benefits to Children Under Today’s Tax Rules" featuring Evan Unzelman, CEO, CRT...

Thursday, February 26, 2026

Today, I’d like to CONTINUE OUR VIDEO SERIES on discussing the important topic of Should I Invest in My Friend’s Real Estate Deal?First, I’d like to discuss Risk & Returns: Risk and returns are inextricably linked. This is a timeless...

Thursday, February 26, 2026

Webinar Transcript (2/26/2026): How to Shift CRT Benefits to Children Under Today’s Tax Rules Host: Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management (Contact: jonathan@parkbridgewealth.com)...

Wednesday, February 25, 2026

Episode 149 of the "Jonathan On Money" podcast just dropped! This week I discussed "Financial Advisors That Should Be Put In Cherem, Money Advice for Travis & Taylor, and Wyoming Holding LLC." You can LISTEN on Apple, Spotify, or my...

Tuesday, February 24, 2026

Today, I’d like to START A NEW VIDEO SERIES on discussing the important topic of Should I Invest in My Friend’s Real Estate Deal?.So, I received the following question recently, and it went as follows: A friend approached me in shul a...

Wednesday, February 18, 2026

Episode 148 of the "Jonathan On Money" podcast "Escape from New York - Tax & Estate Planning Considerations For Moving To Florida Or Israel" with Boaz Feinberg and Lawrence Garbuz. You can LISTEN on Apple, SPotify, or wherever you get...

Tuesday, February 17, 2026

Check out my latest article in Forbes on "Financial Planning Strategies For Influencers And Creators." The creator economy offers massive earning potential, but it also demands serious financial responsibility. Creators aren’t just...

Monday, February 16, 2026

Today, I’d like to CONCLUDE THIS VIDEO SERIES on discussing the important topic of Managing Black Swan Events In Personal Finance.In this video, I will cover some examples of life altering events that can impact your finances and what...

Sunday, February 15, 2026

Today, I’d like to START A NEW VIDEO SERIES on discussing the important topic of Managing Black Swan Events In Personal Finance.So, the Torah is rich with stories and lessons, including in the area of personal finance.One area that I...

Friday, February 13, 2026

Yesterday, ParkBridge Wealth Management hosted a webinar for an international audience of attorneys, accountants, and high-net-worth individuals on "Escape from New York: Tax & Estate Planning Considerations For Moving To Florida Or...

Thursday, February 12, 2026

Webinar Transcript (2/12/2026): Escape from New York: Tax & Estate Planning Considerations For Moving To Florida Or Israel Host: Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management (Contact:...

Wednesday, February 11, 2026

Episode 147 of the "Jonathan On Money" podcast just dropped!This week I discuss "How Much To Spend On A Chassan Watch, Tradeoffs, ROI of Baha Mar & All You Can Eat Buffets."You can LISTEN on Apple, Spotify, or wherever you get your...

Friday, February 6, 2026

Today, I’d like to CONCLUDE this video series on discussing the important topic of How To Get Out Of The Financial Rat Race.…and the next point I’d like to share is The secret to financial success: I conclude every episode of my weekly...

Wednesday, February 4, 2026

Episode 146 of the "Jonathan On Money" podcast just dropped! This week we will go IN FOCUS where we will cover more advanced wealth planning topics. In this week's show we will cover "Overcoming Estate and Elder Care Planning Hurdles"...

Tuesday, February 3, 2026

Today, I’d like to CONTINUE this video series on discussing the important topic of How To Get Out Of The Financial Rat Race.…and the next point I’d like to make is a Lack of satisfaction: As folks make more money, I caution them to...

Sunday, February 1, 2026

Today, I’d like to START A NEW video series to discuss the important topic of How To Get Out Of The Financial Rat Race.I’d like to start by sharing a question I received the other day which was as follows: “Hi! how can I get out of...

Thursday, January 29, 2026

Webinar Transcript (1/29/2026): Overcoming Estate and Elder Care Planning Hurdles Host: Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management (Contact: jonathan@parkbridgewealth.com) Presenter:...

Wednesday, January 28, 2026

Episode 145 of the "Jonathan On Money" podcast just dropped! This week I discuss "Investing In AI, Raising Money Smart Kids, and Investing In Israel vs. Palestine." You can LISTEN on Apple, Spotify, or my website. You can WATCH the...

Tuesday, January 20, 2026

Check out my latest article in Barron's on "Raising Money-Smart Children Starts Earlier Than You Think." This piece should be informative with anyone with young children. You can READ the full article here. #JonathanOnMoney

Monday, January 19, 2026

This past week in The Jewish Press I wrote about "Money Lesson From Moshe Rabbeinu: Be Humble or Get Humbled." A good reminder on what it takes to be successful in the world of investing. You can READ the full article here....

Thursday, January 8, 2026

Check out my latest article in Forbes on "2026 Resolutions: 5 Simple Changes That Can Transform Your Finances." This piece should offer helpful financial tips to start your year. You can READ the full article here. #JonathanOnMoney

Thursday, January 8, 2026

Webinar Transcript (1/8/2026): Asset Protection in 2026: SLATs, DAPTs, SPATs and more Acronyms Host: Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management (Contact: jonathan@parkbridgewealth.com)...

Wednesday, January 7, 2026

Today, I’d like to CONCLUDE our video series on different types of accounts investors should open…First, let’s discuss a Donor Advised Fund (OR A DAFDAF): A DAF is a charitable giving vehicle that allows individuals to deposit assets...

Tuesday, January 6, 2026

Today, I’d like to CONTINUE our video series on different types of accounts investors should open…In this video, I will start covering trust accounts that may benefit frum families with a range of wealth, lifestyle, and personal...

Monday, January 5, 2026

Today, I’d like to CONTINUE our video series on different types of accounts investors should open…In this video, I will start covering accounts that may not be top of mind, but can be extremely beneficial for frum families with a range...

Friday, January 2, 2026

Today, I’d like to CONTINUE our video series on different types of accounts investors should open…First, let’s discuss a Brokerage Account: A brokerage account, or taxable investment account, that allows for buying and selling various...

Wednesday, December 31, 2025

Episode 141 of the "Jonathan On Money" podcast just dropped! This week we discuss "Does The Principal Of Your Child's School Make Too Much Money, Chris Rock On Wealth, & Capitalism vs. Socialism." You can LISTEN on Apple, Spotify, or...

Tuesday, December 30, 2025

Today, I’d like to START a new video series on different types of accounts investors should open…Afterall, one of the questions I receive most frequently from new clients is what type of accounts they should open to achieve their goals...

Friday, December 26, 2025

This week in The Jewish Press I wrote about "How Much Should I Spend on a Chassan Watch?" A very relevant question to many families! You can READ the full article here. #JonathanOnMoney

Wednesday, December 24, 2025

Episode 140 of the "Jonathan On Money" podcast just dropped!This week we go IN FOCUS where we explore "Asset Protection and Personal Guaranties" with Eli Akhavan (Grant, Herrmann, Schwartz & Klinger). LISTEN on Apple, Spotify, or...

Monday, December 22, 2025

Checkout my latest in The Jewish press on “The $10 Sufganiyah: A Sweet Insight into Investing and Chanukah.” A fundamental lesson from Chanukah is also a foundational lesson with successful investing! You can READ the full article here...

Friday, December 19, 2025

Yesterday morning ParkBridge hosted our final wealth planning symposium of the season to a national audience of accountants, attorneys, wealth advisors, and high-net-worth families.The talk was on “Asset Protection and Personal...

Thursday, December 18, 2025

Webinar Transcript (12/18/2025): “Asset Protection and Personal Guaranties” Host: Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management (Contact: jonathan@parkbridgewealth.com) Presenter: K. Eli...

Thursday, December 18, 2025

Episode # 139 of the "Jonathan On Money" podcast just dropped. This week join me as I discuss "The Frum Community Has a Spending Problem, Chosson Gifts, Annuities, & Chizzuk From Jerry Rice." You can LISTEN on Apple, Spotify, my...

Monday, December 15, 2025

Today, I’d like to CONCLUDE our video series on How To Manage A Financial Windfall. …and the next consideration is in regards to people who are Approaching Retirement: Folks who are retired or who will be retiring shortly need to be...

Sunday, December 14, 2025

My latest in The Jewish Press on "2025 Year-End Portfolio Checklist: Simple Steps to Stay on Track." A MUST read before year-end! You can READ the full article here. #JonathanOnMoney

Friday, December 12, 2025

Today, I’d like to continue our video series on How To Manage A Financial Windfall. …and the next consideration is to Understand Your Time Horizon: The most important factor in managing money is understanding the time horizon for when...

Thursday, December 11, 2025

Episode 138 of "Jonathan On Money" just dropped. In this week's episode we go IN FOCUS where I explore "2025 Last Minute Wealth Planning Ideas." LISTEN on Apple, Spotify, or wherever you get your podcasts. You can WATCH the full video...

Wednesday, December 10, 2025

Honored to have been invited back to the Kosher Money podcast with Eli Langer to discuss "How to Invest Wisely in 2026." Lots of good topics were covered and should be a worthwhile watch/listen for all investors. You can WATCH the full...

Tuesday, December 9, 2025

Today, I’d like to START A NEW video series on How To Manage A Financial Windfall. In the financial world, few things offer more comfort than receiving a large sum of cash. The challenge is how to handle a windfall responsibly based on...

Monday, December 8, 2025

My latest article in Forbes is entitled "2025 Year-End Financial Checklist: Strategies For Wealthy Investors." If you're wealthy, give me a call so I can manage your wealth...also, read this article TODAY so you are well positioned...

Friday, December 5, 2025

This week in The Jewish Press I discuss "How Much Should You Spend on a Date?" As a semi-retired matchmaker, I had a lot to say on this topic! Enjoy! You can READ the full article here. #JonathanOnMoney

Thursday, December 4, 2025

Webinar Transcript (12/4/2025): “The Final Countdown: 2025 Last Minute Wealth Planning Ideas" Host/Presenter: Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management (Contact:...

Thursday, December 4, 2025

Today, ParkBridge hosted a very timely webinar to a national audience of attorneys, accountants, wealth advisors, and high-net-worth families on “The Final Countdown: 2025 Last Minute Wealth Planning Ideas" featuring Jonathan I....

Wednesday, December 3, 2025

Episode 137 of "Jonathan On Money" just dropped!This week we go IN FOCUS where we explore advanced wealth planning topics.In today's show we welcome Amy C. O'Hara of Littman Krooks LLP who will discuss "Legal Protections for...

Friday, November 28, 2025

This week in The Jewish Press I wrote about "Should You Merge Finances After Marriage? Smart Money Moves for Newlyweds." This should serve as a practical framework for newlyweds and couples who are struggling with the best way to...

Wednesday, November 26, 2025

Yesterday, ParkBridge Wealth Management hosted a very timely webinar to a national audience of attorneys, accountants, wealth advisors, and high-net-worth families on “Legal Protections for Vulnerable Young Adults: Promoting...

Wednesday, November 26, 2025

Episode 136 of the "Jonathan On Money" podcast dropped!This week's show is entitled "What I'm Thankful For, Buffet’s Farwell, & Investing In Friend's Real Estate "Deal." You can LISTEN on Apple, Spotify, my website, or wherever you get...

Tuesday, November 25, 2025

Webinar Transcript (11/25/2025): Manage "ParkBridge FALL Webinar# 6: “Legal Protections for Vulnerable Young Adults: Promoting Independence While Providing Safeguards” Host: Jonathan I. Shenkman, President & Chief Investment Officer of...

Friday, November 21, 2025

Today, I’d like to CONCLUDE our video series on Overcoming Antisemitism By Investing In Your Jewishness. The next strategy I’d like to offer is regarding your Discretionary spending: As I tell my clients, if you want to know what you...

Friday, November 21, 2025

Check out my latest article in The Jewish Press on "The Frum Community Has a Spending Problem (And It’s Not What You Think)."Should, hopefully, offer good perspective for all readers. You can READ the full article here. #JonathanOnMoney

Wednesday, November 19, 2025

Episode # 135 of Jonathan On Money just dropped! This week we go IN FOCUS where we discuss "Business and Real Estate Succession Planning" featuring Avi Kestenbaum of Meltzer, Lippe. You can LISTEN on Apple, Spotify, or wherever you get...

Wednesday, November 19, 2025

Today, I’d like to CONTINUE our video series on Overcoming Antisemitism By Investing In Your Jewishness. The next strategy I’d like to offer is to Invest in your community: Strengthening one’s local Jewish community is a wonderful way...

Tuesday, November 18, 2025

Today, I’d like to start a new video series on a timely topic, namely Overcoming Antisemitism By Investing In Your Jewishness. So, Since October 7, 2023, and especially over the past year, I’ve grown increasingly frustrated with all...

Friday, November 14, 2025

Yesterday, ParkBridge hosted a very timely webinar to a national audience of attorneys, accountants, wealth advisors, and high-net-worth families on “Business and Real Estate Succession Planning” featuring Avi Z. Kestenbaum, Esq. LL.M....

Friday, November 14, 2025

Check out my latest article in The Jewish Press on "What Zohran Mamdani Means for My Money." It's worth reading for anyone who is a NYC resident, capitalist, and/or Zionist! You can READ the full article here. Enjoy! #JonathanOnMoney

Thursday, November 13, 2025

Today’s Practical Planning Tip(s) by ParkBridge Wealth Management will discuss “Mamdani & Your Money: Financial Planning In The Face of Socialism.”You can WATCH the full video here.#JonathanOnMoney #ParkBridgeWealth #Investing

Thursday, November 13, 2025

Webinar Transcript (11/13/2025): Business and Real Estate Succession Planning Host: Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management (Contact: jonathan@parkbridgewealth.com) Presenter: Avi Z....

Wednesday, November 12, 2025

Episode 134 of "Jonathan On Money" just dropped!This week's episode is entitled "Don't Patschke With Your Money, Investing Missteps When Rates Fall, & The Impact of AI On Your Job."You can LISTEN on Apple, Spotify, or wherever you get...

Tuesday, November 11, 2025

Webinar Transcript (10/30/2025): “State Income Taxation Of Trusts” Host: Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management (Contact: jonathan@parkbridgewealth.com) Presenter: Andrew S....

Tuesday, November 11, 2025

My latest in The Jewish Press: “Should I invest in my friend’s real estate deal?” Check out the article to get all the answers you need! You can READ the full article here. #JonathanOnMoney

Thursday, October 30, 2025

Today, I’d like to conclude this video series on “Making Yeshiva Tuition More Affordable” And today, I want to focus on Signing “The Yeshiva Pledge” So, many of the solutions that I’ve focused on in this series have been discussed...

Wednesday, October 29, 2025

ToYou can WATCH the full video here.day, I’d like to continue this video series on “Making Yeshiva Tuition More Affordable” And today, I want to focus on The Responsibility of the Community. A Jewish education is considered a...

Wednesday, October 29, 2025

Episode 132 of the "Jonathan On Money" podcast just dropped.This week's show is entitled "The Financial Lesson From The Great Flood, Roth IRA Conversions In Retirement, & Chiddushim From Mother Teresa."You can LISTEN on Apple, Spotify,...

Friday, October 24, 2025

Today, I’d like to continue this video series on “Making Yeshiva Tuition More Affordable” And today, I want to focus on The Responsibility of Families: First, they must Prioritize their spending: We spend money on things that are...

Thursday, October 23, 2025

Today, I’d like to start a new video series on “Making Yeshiva Tuition More Affordable” So, One of the biggest line items in any frum family’s budget is yeshiva tuition. The cost of a yeshiva education has continued to rise, becoming a...

Wednesday, October 22, 2025

Episode # 131 of the "Jonathan On Money" podcast just dropped!This week we go IN FOCUS where we explore more advanced planning topics. In today's show we will cover "Structuring Buy-Sell Agreements Right" with Jack Elder of Kestra...

Tuesday, October 21, 2025

Check out my latest article in Kiplinger on "Five Keys to Retirement Happiness That Have Nothing to Do With Money."You can READ the full article here.Important read for anyone approaching retirement.#JonathanOnMoney

Monday, October 20, 2025

Last week, ParkBridge hosted a webinar to a national audience of accountants, attorneys, and high-net-worth investors on the topic of “Structuring Buy-Sell Agreements Right: What Advisors & Owners Need to Know” featuring Jack F. Elder,...

Friday, October 17, 2025

Episode 130 of the "Jonathan On Money" podcast dropped. This week's show is entitled "Non-Financial Retirement Considerations, Private Assets in ETFs, & My Weekly Family Financial Strategy Session." You can LISTEN on Apple, Spotify, my...

Friday, October 17, 2025

Webinar Transcript (10/16/2025): “Structuring Buy-Sell Agreements Right: What Advisors & Owners Need to Know” Host: Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management (Contact:...

Thursday, October 16, 2025

Check out my latest article in Barron's Advisor on “3 Mistakes Investors Make When Interest Rates Fall–and How to Avoid Them.” Thanks to Amey Stone and Ross Snel for including me. You can READ the full article here. #JonathanOnMoney

Friday, October 10, 2025

Episode 129 of the “Jonathan On Money” podcast dropped.This week’s show is entitled “Trump’s Performance, Friends Are Holding You Back, & Developing Content.”You can listen on Apple, Spotify, my website or where ever you get your...

Friday, October 10, 2025

Check out my latest in The Jewish Press entitled “The Reason You Can’t Get Ahead Financially: Your Friends.”Enjoy!hashtag#JonathanOnMoney

Wednesday, October 1, 2025

Today’s Practical Planning Tip(s) by ParkBridge Wealth Management will discuss “5 Financial Sins and How to Atone for Them.” You can WATCH the full video here. #JonathanOnMoney #ParkBridgeWealth #Investing

Tuesday, September 30, 2025

In the spirit of the upcoming holiday of Yom Kippur, Today, I’d like to discuss 5 Financial Sins and How to Atone for Them. So, every year around this time I have the same epiphany: Investors should set aside time to reflect on their...

Thursday, September 25, 2025

Episode 127 of the “Jonathan On Money” podcast just dropped! Today, we go IN FOCUS where we discuss more advanced planning topics. In this episode we cover “Snowbird Domicile and Choice Of Law” featuring Bruce D. Steiner, Esq., LL.M....

Monday, September 22, 2025

Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management, writes in Forbes about "High Holiday Introspection: Principles For A Successful Financial Year." You can READ the full article here.

Thursday, September 18, 2025

This morning ParkBridge hosted a webinar to a national audience of accountants, attorneys, and high-net-worth investors on the topic of “Snowbird Domicile and Choice Of Law” featuring Bruce D. Steiner, Esq., LL.M from Kleinberg,...

Thursday, September 18, 2025

Webinar Transcript (9/18/2025): “Snowbird Domicile and Choice Of Law” Host: Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management (Contact: jonathan@parkbridgewealth.com) Presenter: Bruce D. Steiner...

Wednesday, September 17, 2025

Episode # 126 of the "Jonathan On Money" podcast just dropped. This week's show is entitled "Getting By On Only 400K, Giving With A Warm Hand, And Is It Permitted To Buy German Products." You can LISTEN on Apple, Spotify, my website,...

Tuesday, September 16, 2025

Today, I’d like to conclude our video series on Buying A Home and Today, I’d like to discuss When Homeownership Is A Mistake. Afterall, I’d be remiss if I didn’t mention some of the mistakes folks make with homeownership in the frum...

Thursday, September 11, 2025

Today, I’d like to continue our video series on Buying A Home and Today, I’d like to discuss Why A Home Is (Usually) A Sound Financial Decision Despite, in my previous video, mentioning the risks and downsides of homeownership, here...

Wednesday, September 10, 2025

Episode 125 of the "Jonathan On Money" podcast just dropped. This week we go IN FOCUS where we discuss more advanced wealth planning topics. In this episode we discuss "Tax Issues with Distressed Real Estate" with Matthew E. Rappaport...

Wednesday, September 10, 2025

Today I’d like to continue our video series on Buying A Home and Today, I’d like to discuss Why A Home Is A Bad Investment. First, and something I alluded to in my previous video is Shvach long-term returns: Historically, housing...

Monday, September 8, 2025

Today I’d like to discuss Buying A Home: A Bad Investment, But (Usually) A Great Financial Decision. So, Purchasing a home is a milestone for any family. It enables folks to plant roots in a community and serves as a base for a...

Friday, September 5, 2025

This week in The Jewish Press I wrote about "The Account Hierarchy: The Foundation for Frum Financial Planning (Part II)." Should be helpful to many families who are looking to do proper financial planning. You can READ the full...

Friday, September 5, 2025

Yesterday, we kicked off the ParkBridge Wealth Management FALL webinar series with Matthew E. Rappaport of Falcon Rappaport & Berkman LLP who spoke about “Tax Issues with Distressed Real Estate.” We were joined by a national audience...

Thursday, September 4, 2025

Webinar Transcript (9/4/2025): “Tax Issues with Distressed Real Estate” Host: Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management (Contact: jonathan@parkbridgewealth.com) Presenter: Matthew E....

Wednesday, September 3, 2025

Episode 124 of the "Jonathan On Money" podcast just dropped.In this week's show we cover "Summer Road Trip, The Pursuit Of Investment Perfection, and Making Aliyah With No Job"You can LISTEN on Apple, Spotify, wherever you get your...

Tuesday, August 19, 2025

Today I’d like to continue with this video series, which is “Ten Financial Commandments for Retirees.” And Commandment # 5 is to Determine your safe withdrawal rate: A safe withdrawal rate is the percentage that retirees can withdraw...

Tuesday, August 19, 2025

Today I’d like to continue with this video series, which is “Ten Financial Commandments for Retirees.” And Commandment # 6 is to Plan for long-term care needs: Long-term care involves needing assistance with the “activities of daily...

Tuesday, August 19, 2025

Today I’d like to continue with this video series, which is “Ten Financial Commandments for Retirees.” And Commandment # 7 is to Proactively downsize: Many retirees hesitate when it comes to downsizing. They stay in their current home...

Tuesday, August 19, 2025

Today I’d like to continue with this video series, which is “Ten Financial Commandments for Retirees.” And Commandment # 8 is to Get rid of your stuff: Whatever possessions you’ve accumulated, it’s worth making a concerted effort to...

Tuesday, August 19, 2025

Today I’d like to continue with this video series, which is “Ten Financial Commandments for Retirees.” And Commandment # 9 is to Move near family: One of the effects of aging is the need to rely on others for help. This may be due to...

Tuesday, August 19, 2025

Today I’d like to conclude this video series, which is “Ten Financial Commandments for Retirees.” And Commandment # 10 is to Develop a daily routine for retirement: Working provides many benefits, including daily structure,...

Monday, August 18, 2025

My latest in Forbes on “Ancient Financial Wisdom: Retirement Planning Lessons From The Bible.” You can READ the full article here.

Monday, August 18, 2025

Today I’d like to continue with this video series, which is “Ten Financial Commandments for Retirees.” And Commandment # 3 is to Implement the correct asset allocation: For many retirees, gone are the days of retiring in your mid-60s,...

Monday, August 18, 2025

Today I’d like to continue with this video series, which is “Ten Financial Commandments for Retirees.” And Commandment # 4 is to Claim social security at the right time: Social Security is a crucial income source for many retired...

Friday, August 15, 2025

Today I’d like to continue with this video series, which is “Ten Financial Commandments for Retirees.” And Commandment # 2 is Pay off debt: Debt can be a useful tool in many aspects of life, like buying a home, affording a car, or...

Thursday, August 14, 2025

Today’s Practical Planning Tip(s) by ParkBridge Wealth Management will discuss “Ten Financial Commandments for Retirees: # 1 Streamline Your Finances.” You can WATCH the full video here.

Wednesday, August 13, 2025

Episode 121 of the "Jonathan On Money" podcast just dropped!Today's show is entitled "Commercial Real Estate, Managing A Financial Windfall, & Sports Betting Within Your Portfolio."You can LISTEN on Apple, Spotify, my website, or...

Tuesday, August 12, 2025

Today I’d like to discuss a topic that is important to many Americans, which is “Starting to save after 40 years old.” I actually received a question recently from a friend who turned 40 and needed some direction. The e-mail said: “I...

Friday, August 8, 2025

In the theme of Shabbos Nachamu, what gives someone more comfort than receiving a large financial windfall? Not much! The question is how to properly manage these funds?For a framework on how to address this question check out latest...

Wednesday, August 6, 2025

Episode # 120 of the "Jonathan On Money" podcast just dropped. This week's show is entitled "Morning Routines, ROI on Pesach Getaways, Birthday Parties & 529 Accounts, and Financial Wisdom From Proverbs." You can LISTEN on Apple,...

Tuesday, August 5, 2025

Check out my latest article on Barron’s entitled “Selling Stocks in a Market Downturn Is a Big Mistake. 5 Strategies to ‘Panic Prudently." You can READ the full article here. Enjoy!

Monday, August 4, 2025

Upcoming ParkBridge FALL 2025 Webinars: 9/4 @ 8:30am on “Tax Issues with Distressed Real Estate” featuring Matthew E. Rappaport, Esq. LL.M. Vice Managing Partner, Falcon Rappaport & Berkman LLP RSVP here: https://us02web.zoom...

Thursday, July 31, 2025

I’d like to CONCLUDE this video series which is a Summer Financial To-Do List. And today, I want to discuss point # 10 which is to assess What has changed over the past year? In life, things change over time - our goals, financial...

Wednesday, July 30, 2025

Episode 119 of the “Jonathan On Money” podcast just dropped!Today’s episode is entitled “How Do We Get Yeshivas To Stop Raising The Price Of Tuition?”You can LISTEN on Apple, Spotify, or my website.You can WATCH the episode on YouTube...

Tuesday, July 29, 2025

I’d like to continue this video series which is a Summer Financial To-Do List. And today, I want to discuss Reviewing your beneficiaries: Doing a quick scan every year of the beneficiary designations named on all your retirement...

Monday, July 28, 2025

I’d like to continue this video series which is a Summer Financial To-Do List. And today, I want to discuss Taking insurance coverage inventory: At each stage of life, there are different types of insurance coverage that a family may...

Friday, July 25, 2025

Check out my latest article in The Jewish Press on "Timely & Timeless Financial Wisdom From Mishlei (Proverbs)." Enjoy! You can READ the full article here. #JonathanOnMoney #ParkBridgeWealth #Investing #Jewish

Thursday, July 24, 2025

I’d like to continue this video series which is a Summer Financial To-Do List. And today, I want to discuss Putting excess cash to work: Inertia is one of the biggest obstacles to financial success. The inability to make decisions, and...

Wednesday, July 23, 2025

Episode 118 of the "Jonathan On Money" podcast just dropped!This week Episode we go IN FOCUS where we cover the "One Big Beautiful Bill Act - Overview & Planning Ideas" with Martin Shenkman of Shenkman Law.You can listen on Apple,...

Tuesday, July 22, 2025

I’d like to continue this video series which is a Summer Financial To-Do List. And today, I want to discuss Analyzing your pay stubs: In line with the previous video on planning for a future tax seasons, an important step to maximize...

Friday, July 18, 2025

I’d like to continue this video series which is a Summer Financial To-Do List. And today, I want to discuss Planning for Future Tax Seasons: It’s worth considering tax-loss harvesting and proper asset location strategies to potentially...

Thursday, July 17, 2025

Watch my my conversation about the "One Big Beautiful Bill - Overview & Planning Ideas" with Marty Shenkman (Shenkman Law) You can WATCH the full video here. #JonathanOnMoney #ParkBridgeWealth #Investing #WealthManagement #Taxes...

Tuesday, July 15, 2025

I’d like to continue this video series which is a Summer Financial To-Do List. And today, I want to discuss Streamlining your investments: Tax season was not too long ago, and you may still have nightmares about how hard it was to...

Friday, July 11, 2025

My latest super timely article in The Jewish Press is on “Overcoming Antisemitism By Investing In Your Jewishness.” Important to read and implement. Article: You can READ the full article here.

Thursday, July 10, 2025

Episode 116 of the "Jonathan On Money podcast dropped! This week's episode is entitled "Should I Wait To Purchase A Home Given The High Rates And High Prices?" You can listen on my website or wherever you get your podcasts....

Thursday, July 10, 2025

I’d like to continue this video series which is a Summer Financial To-Do List. Hopefully, this will be a helpful nudge to listeners to improve their finances this summer. And today, I want to discuss Bolstering Your Emergency Fund:...

Wednesday, July 9, 2025

I’d like to continue this video series which is a Summer Financial To-Do List. Hopefully, this will be a helpful nudge to listeners to improve their finances this summer. And today, I want discuss Reassessing your debt: If you have...

Tuesday, July 8, 2025

I’d like to start a NEW video series which is a Summer Financial To-Do List. Hopefully, this will be a helpful nudge to listeners to improve their finances this summer. So, the Summer tends to be the slow season. Many people take time...

Wednesday, July 2, 2025

Check out my latest article in @Forbes on "Summer Financial Checklist." You can READ the full article here. Enjoy! #JonathanOnMoney #ParkBridgeWealth #Investing

Wednesday, July 2, 2025

Episode # 115 of the "Jonathan On Money" podcast just dropped! This week's episode is entitled "Should I Invest In A Restaurant?" You can listen on my website (http://parkbridgewealth.com/podcasts) or wherever you get your podcasts....

Wednesday, June 25, 2025

Episode # 114 of the "Jonathan On Money" podcast just dropped. This week, we will go IN FOCUS where we will cover more advanced wealth planning topics. Today, I discuss "Is ESG Investing A Marketing Ploy?" Enjoy!...

Thursday, June 19, 2025

This week ParkBridge hosted our final wealth planning symposium of the SPRING season to a national audience of accountants, attorneys, wealth advisors, and high-net-worth families. The talk was on "Impact Investing: How To Make A...

Wednesday, June 18, 2025

Episode # 113 on the "Jonathan On Money" podcast just dropped! This week I discuss "Do I Need A Crypto Coach?" You can listen wherever you get your podcasts. Enjoy!

Tuesday, June 17, 2025

I’d like to CONCLUDE our video series discussing Financial Considerations Before Making Aliyah. And today we will discuss… So up until now we have been discussing mainly financial elements of moving to Israel, but now I will discuss...

Tuesday, June 17, 2025

Webinar Transcript (6/17/2025): “Impact Investing: How To Make A Difference With Your Wealth In 2025 & Beyond?” Host/Presenter: Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management (Contact:...

Monday, June 16, 2025

I’d like to CONTINUE our video series discussing Financial Considerations Before Making Aliyah. And today we will discuss… Investment assets: Deciding where to locate your investments may depend on a variety of factors including...

Friday, June 13, 2025

Check out my article in The Jewish Press this week on "Buying A Home: A Bad Investment, But (Usually) A Great Financial Decision." You can READ the full article here. Enjoy! #JonathanOnMoney #ParkBridgeWealth #Investing #RealEstate

Thursday, June 12, 2025

Welcome to Today’s Practical Planning Tip by ParkBridge Wealth Management. My name is Jonathan Shenkman, and I am the President and Chief Investment Officer of the firm. I’d like to CONTINUE our video series discussing Financial...

Wednesday, June 11, 2025

I’d like to start a new video series discussing Financial Considerations Before Making Aliyah. Especially after October 7th, it seems that the motivation to move to Israel has increased for Jews around the world. However, rushing into...

Wednesday, June 11, 2025

Episode # 112 of the "Jonathan On Money" podcast just dropped. This week, we will go IN FOCUS where we will cover more advanced wealth planning topics. Today, we are joined by Angelika J. Herburger and Russell S. Ephraim, of CBIZ...

Friday, June 6, 2025

Yesterday morning ParkBridge Wealth Management hosted our 4th wealth planning symposium of the season to a national audience of accountants, attorneys, wealth advisors, and high-net-worth families. The talk was on “Understanding...

Thursday, June 5, 2025

Webinar Transcript (6/5/2024): “Understanding Pass-Through Entity Taxation” Host: Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management (Contact: jonathan@parkbridgewealth.com) Presenters: Angelika...

Wednesday, June 4, 2025

Episode # 111 of the "Jonathan On Money" podcast dropped.In today's show I discuss "Ten Financial Commandments For Retirees." You can listen wherever you get your podcasts or on my website. Enjoy!

Sunday, June 1, 2025

The month of May is American Jewish History Month, so for this entire month I will continue share the stories of important Jewish figures in American finance. Today, I will CONCLUDE this series by sharing the story of Sandford I. Weill...

Friday, May 30, 2025

The month of May is American Jewish History Month, so for this entire month I will continue share the stories of important Jewish figures in American finance. Today, I will share the story of Jason Zweig who is an financial journalist,...

Friday, May 30, 2025

In the theme of the upcoming holiday of Shavuot, check out my latest article in The Jewish Press entitled "Ten Financial Commandments for Retirees." You can READ the full article here. For all those who are celebrating, enjoy the...

Thursday, May 29, 2025

The month of May is American Jewish History Month, so for this entire month I will continue share the stories of important Jewish figures in American finance. Today, I will share the story of Paul Singer who is the founder, president,...

Wednesday, May 28, 2025

The month of May is American Jewish History Month, so for this entire month I will continue share the stories of important Jewish figures in American finance. Today, I will share the story of Stephen Schwarzman, who is the founder of...

Wednesday, May 28, 2025

Episode # 110 of the "Jonathan On Money" podcast just dropped.This week we go IN FOCUS where we explore more advanced wealth planning topics.Today, we are joined by John Kiely from the law firm McDermott Will & Emery LLP based in New...

Tuesday, May 27, 2025

The month of May is American Jewish History Month, so for this entire month I will continue share the stories of important Jewish figures in American finance. Today, I will share the story of Roy Neuberger, founder of asset management...

Monday, May 26, 2025

The month of May is American Jewish History Month, so for this entire month I will continue share the stories of important Jewish figures in American finance. Today, I will share the story of Steven Mnuchin, an investment banker, film...

Sunday, May 25, 2025

The month of May is American Jewish History Month, so for this entire month I will continue share the stories of important Jewish figures in American finance. Today, I will share the story of Howard Lutnick who is the current United...

Sunday, May 25, 2025

The month of May is American Jewish History Month, so for this entire month I will continue share the stories of important Jewish figures in American finance. Today, I will share the story of Leo Melamed who is a Holocaust survivor and...

Friday, May 23, 2025

The month of May is American Jewish History Month, so for this entire month I will continue share the stories of important Jewish figures in American finance. Today, I will share the story of Howard Marks who is the co-founder of...

Thursday, May 22, 2025

Welcome to Today’s Practical Planning Tip by ParkBridge Wealth Management. My name is Jonathan Shenkman, and I am the President and Chief Investment Officer of the firm. The month of May is American Jewish History Month, so for this...

Wednesday, May 21, 2025

The month of May is American Jewish History Month, so for this entire month I will continue share the stories of important Jewish figures in American finance. Today, I will share the story of Irving Kahn, who was a value investor and...

Wednesday, May 21, 2025

This morning ParkBridge hosted our third wealth planning symposium of the season to a national audience of accountants, attorneys, wealth advisors, and high-net-worth families. The talk was on “The IRS Issues Final Regulations on Gifts...

Wednesday, May 21, 2025

Episode # 109 of the "Jonathan On Money" podcast just dropped!This week's show is entitled "How I Found My Bashert & Manage My Money."Enjoy!

Tuesday, May 20, 2025

The month of May is American Jewish History Month, so for this entire month I will continue share the stories of important Jewish figures in American finance. Today, I will share the story of Ben Horowitz who is the co-founder of...

Tuesday, May 20, 2025

Webinar Transcript (5/20/2028): “The IRS Issues Final Regulations on Gifts and Bequests from Covered Expatriates” Host: Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management (Contact:...

Monday, May 19, 2025

The month of May is American Jewish History Month, so for this entire month I will continue share the stories of important Jewish figures in American finance. Today, I will share the story of Carl Ichan, one of the first and most...

Sunday, May 18, 2025

The month of May is American Jewish History Month, so for this entire month I will continue share the stories of important Jewish figures in American finance. Today, I will share the story of Sidney Weinberg, known as “Mr. Wall Street”...

Sunday, May 18, 2025

The month of May is American Jewish History Month, so for this entire month I will continue share the stories of important Jewish figures in American finance. Today, I will share the story of Alan Greenspan who is an American economist...

Friday, May 16, 2025

The month of May is American Jewish History Month, so for this entire month I will continue share the stories of important Jewish figures in American finance. Today, I will share the story of John Paulson, who is a hedge fund manager...

Friday, May 16, 2025

This week in the Jewish Press I wrote about "Starting To Invest At Age 40: What Rabbi Akiva Can Teach Us About Personal Finance." Should be a helpful piece for those that had a late start to savings and investing. Article: https://www...

Thursday, May 15, 2025

The month of May is American Jewish History Month, so for this entire month I will continue share the stories of important Jewish figures in American finance. Today, I will share the story of Jim Simons who was a mathematician, hedge...

Wednesday, May 14, 2025

The month of May is American Jewish History Month, so for this entire month I will continue share the stories of important Jewish figures in American finance. Today, I will discuss Israel "Izzy" Englander who is an American billionaire...

Wednesday, May 14, 2025

Episode # 108 of the "Jonathan On Money" podcast just dropped! In this week's show, we go IN FOCUS where we explore more advanced wealth planning topics. Today, we are joined by Timothy Noonan or Hodgson Russ who will discuss "Hot...

Tuesday, May 13, 2025

The month of May is American Jewish History Month, so for this entire month I will continue share the stories of important Jewish figures in American finance. Today, I will discuss Steven A. Cohen, one of the most successful hedge fund...

Tuesday, May 13, 2025

Check out my latest article in Forbes on "Post Tax Season Planning Ideas." Actionable ideas for all investors. You can WATCH the full video here.

Monday, May 12, 2025

The month of May is American Jewish History Month, so for this entire month I will continue share the stories of important Jewish figures in American finance. Today, I will discuss Gary Cohn who is an American financier and business...

Sunday, May 11, 2025

The month of May is American Jewish History Month, so for this entire month I will continue share the stories of important Jewish figures in American finance. Today, I will discuss Zalman Bernstein who founded the investment...

Sunday, May 11, 2025

The month of May is American Jewish History Month, so for this entire month I will continue share the stories of important Jewish figures in American finance. Today, I will discuss Abby Joseph Cohen who is a highly influential American...

Friday, May 9, 2025

The month of May is American Jewish History Month, so for this entire month I will continue share the stories of important Jewish figures in American finance. Today, I will discuss Bernard Baruch, an American financier and statesman....

Friday, May 9, 2025

Yesterday ParkBridge hosted our second Spring webinar on "Hot Topics in NY Tax Audits and Enforcement" featuring Timothy P. Noonan a Partner at Hodgson Russ LLP based in Buffalo and New York City. You can WATCH the full video here.

Thursday, May 8, 2025

The month of May is American Jewish History Month, so for this entire month I will continue share the stories of important Jewish figures in American finance. Today, I will discuss Larry Fink, the co-founder, chairman and CEO of...

Thursday, May 8, 2025

Webinar Transcript (5/8/2028): “Hot Topics in NY Tax Audits and Enforcement” Host: Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management (Contact: jonathan@parkbridgewealth.com) Presenter: Timothy P...

Thursday, May 8, 2025

Check out my latest article in Forbes on "Tariffs & Turmoil: Should Investors Be Nervous In Today’s Market?"Hopefully helpful perspective in this market environment.You can WATCH the full video here.#JonathanOnMoney #ParkBridgeWealth...

Wednesday, May 7, 2025

The month of May is American Jewish History Month, so for this entire month I will continue share the stories of important Jewish figures in American finance. Today, I will discuss William Ackman who is the founder and chief executive...

Wednesday, May 7, 2025

Episode # 107 of the "Jonathan On Money" podcast just dropped. Today's show is entitled "Taking Out Credit Card Debt To Pay For A Wedding." Enjoy! #JonathanOnMoney #ParkBridgeWealth #Investing Details:Join Jonathan I. Shenkman,...

Tuesday, May 6, 2025

The month of May is American Jewish History Month, so for this entire month I will continue share the stories of important Jewish figures in American finance. Today, I will discuss Michael Bloomberg who is an American businessman and...

Monday, May 5, 2025

The month of May is American Jewish History Month, so for this entire month I will continue share the stories of important Jewish figures in American finance. Today, I will discuss Janet Yellen who served as the 78th United States...

Monday, May 5, 2025

This past week in The Jewish Press, I wrote about the very important topic of The Role Of Mazal (or luck) in our personal finance and life. You can READ the full article here.

Sunday, May 4, 2025

The month of May is American Jewish History Month, so for this entire month I will share the stories of important Jewish figures in American finance. Today, I will discuss Michael Milken, who developed the market for high yield bonds...

Sunday, May 4, 2025

Welcome to Today’s Practical Planning Tip by ParkBridge Wealth Management. My name is Jonathan Shenkman, and I am the President and Chief Investment Officer of the firm. The month of May is American Jewish History Month, so for this...

Friday, May 2, 2025

The month of May is American Jewish History Month, so for this entire month I will share the stories of important Jewish figures in American finance. Today, I will discuss Jacob Henry Schiff, who played a major role in the expansion of...

Thursday, May 1, 2025

Haym Salomon was born on April 7, 1740, in Poland and was a remarkable figure in the American Revolution, earning recognition as a financier and patriot. Of Sephardic Jewish heritage, Salomon's early education in finance in Western...

Wednesday, April 30, 2025

Episode # 106 of "Jonathan On Money" just dropped. This week's show is entitled "Over-Looked Estate Planning Tips to Consider for 2025" with guests Brian Balduzzi and Lisa Presser of law firm Faegre Drinker. Enjoy!

Thursday, April 24, 2025

Webinar Transcript: “5 Over-Looked Estate Planning Tips to Consider for 2025” Host: Jonathan I. Shenkman, AIF®, President & CIO, ParkBridge Wealth Management (Contact: Jonathan@ParkBridgeWealth.com) Speakers: Brian M. Balduzzi (brian...

Wednesday, April 23, 2025

Episode # 105 of the "Jonathan On Money" podcast just dropped. This week's show is entitled "Financial Considerations Before Making Aliyah." You can listen on my website or wherever you get your podcasts!

Tuesday, April 22, 2025

I was featured in this article in Barron's on "Why Younger Financial Advisors Are Starting Their Own Firms." As always, it's an honor to be in Barron's and sweet that they still think of me as "young" given my recent birthday! You can...

Wednesday, April 16, 2025

Episode # 104 of the "Jonathan On Money" podcast just dropped! Today I will be discussing "The Pesach Paradox" and other timely topics. You can listen wherever you get your podcasts or on my ParkBridge website.

Friday, April 11, 2025

Check out my recent article in The Jewish Press on "The Pesach Paradox." You can READ the full article here. A timely piece on investing and life.

Tuesday, April 8, 2025

I’d like to conclude our video series that discusses superpowers that all investors can possess. And the next one is Consistency: Sticking with something is one of the most difficult things to do. This is true regarding any pursuit,...

Monday, April 7, 2025

Check out my latest article in The Jewish Press on "Weddings & Credit Card Debt: A Bad Combination." You can READ the full article here. #JonathanOnMoney #ParkBridgeWealth #Investing

Monday, April 7, 2025

I’d like to continue our video series that discusses superpowers that all investors can possess. And the second super power is a Long time horizon: People procrastinate when it comes to savings. This is a grave mistake. One of the most...

Wednesday, April 2, 2025

Episode # 102 of the "Jonathan On Money" podcast just dropped! In this episode we go “IN FOCUS” to explore more advanced wealth planning topics. Today, I will share my thoughts on “Common Mistakes Wealthy Families Make With Their...

Tuesday, April 1, 2025

I’d like to start a new video series that discusses superpowers that all investors can possess. Before we discuss investors, let’s bring this back to the days of the Tanach. In the tachnach, or bible, it’s filled with amazing...

Friday, March 28, 2025

I’d like to conclude this video series on relying on hope as an investment strategy, and what we can learn from the Israelite’s leaving Egypt. I’d like to share just a few more practical steps investors can use to ensure their...

Thursday, March 27, 2025

I’d like to continue this video series on hope as an investment strategy and what we can learn from the Israelite’s leaving Egypt. We established how many people understandably focus on God intervening the splitting of the Red Sea, but...

Wednesday, March 26, 2025

Episode 101 of the "Jonathan On Money" podcast dropped. Today's show is entitled "Tariffs: Should Retirees Be Concerned?" Enjoy!

Friday, March 21, 2025

ParkBridge hosted it's final WINTER webinar featuring Jonathan I. Shenkman, AIF®, President & Chief Investment Officer, of ParkBridge Wealth Management.The topics was “Common Mistakes Wealthy Families Make With Their Money (and...

Friday, March 21, 2025

Check out my recent article in The Jewish Press on "Thinking Of Aliyah? Review These Preliminary Financial Considerations Before Any Big Decisions." I imagine this should be helpful to many who are considering moving to Israel. You can...

Thursday, March 20, 2025

Webinar Transcript: “Common Mistakes Wealthy Families Make With Their Money (and Strategies to Avoid Them)” Host/Speaker: Jonathan I. Shenkman, AIF®, President & CIO, ParkBridge Wealth Management (Contact: Jonathan@ParkBridgeWealth...

Wednesday, March 19, 2025

Episode # 100 of the "Jonathan On Money" podcast just dropped. This week we go IN FOCUS where we cover more advanced wealth planning topics. Today, we are joined by Galia Antebi LL.M, Member and Head of Tel Aviv Office of Ruchelman...

Tuesday, March 18, 2025

With Passover rapidly approaching, I’d like to discuss one of the most famous scenes in the entire Bible, the splitting of the Red Sea, and what investors can learn from this momentous experience. So, after leaving Egypt, Bnei Yisrael...

Tuesday, March 18, 2025

Check out my recent article in Barron's on the NEW Jewish-Advocacy ETF.May be worth considering for folks who want to have a positive impact through their investment dollars by fighting antisemitism and anti-Israel bias.You can READ...

Thursday, March 13, 2025

Check out my latest article in Forbes on "The Skinny On Tariffs: Should Retirees Be Concerned?" You can READ the full article here. #JonathanOnMoney #ParkBridgeWealth #Tariffs

Wednesday, March 12, 2025

It was a privilege to host the ParkBridge winter webinar series yesterday morning. We were joined by Galia Antebi of Ruchelman P.L.L.C. who spoke on “Form 3520 Reporting Under The Proposed Regulations.” A very important topic for...

Wednesday, March 12, 2025

Topic: “Form 3520 Reporting Under The Proposed Regulations” Host: Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management (Contact: jonathan@parkbridgewealth.com) Presenter: Galia Antebi , LL.M,...

Wednesday, March 12, 2025

Episode # 99 of the "Jonathan On Money" podcast just dropped!This week's show is entitled "Reconsider Your Spending On Purim."One listener this week expressed his feedback directly to me saying: "I'm a religious listener of your...

Monday, March 10, 2025

Let’s discuss tariffs… Tariffs are front and center in the news right now and the main concern on the mind of many clients, so let me offer some thoughts on what’s going on right now in regards to tariffs. As a general rule, tariffs...

Friday, March 7, 2025

I want to conclude our video series on “Planning For Change” with some thoughts on how it applies today market and what investors can do to prepare for this inevitability. So, The concept of change is particularly important to discuss...

Friday, March 7, 2025

This week in The Jewish Press I wrote about "Spending On Purim: A Blueprint For How To Have A More Meaningful Chag."Should be timely and relevant to many in the Jewish community.You can READ the full article here.#JonathanOnMoney...

Wednesday, March 5, 2025

Episode # 98 of "Jonathan On Money" just dropped! In this episode we will go IN FOCUS where we cover more advanced wealth planning topics. We were joined by Kevin Matz, Esq., CPA, LL.M. (Taxation), a Partner, ArentFox Schiff LLP based...

Tuesday, March 4, 2025

I want to continue this video series on “Planning For Change” with three more examples of how things change in the market. The first is Asset class performance also doesn’t remain constant over time. Intermediate treasury bonds had an...

Monday, March 3, 2025

Highlights of the 2025 Heckerling Institute on Estate Planning Host: Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management (Contact: jonathan@parkbridgewealth.com) Presenter: Kevin Matz, Esq., CPA,...

Monday, March 3, 2025

Joanthan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management, hosted Kevin Matz from ArentFox Schiff LLP on his latest webinar series. You can WATCH the full webinar here.

Monday, March 3, 2025

Barron’s asked me and several other investment professionals our thoughts on investing in renewable energy in light of a new administration. You can READ the full article here.

Friday, February 28, 2025

I want to start another video series. This one will discuss the important topic of “Planning For Change.” Change is the only constant in life. What goes up, must come down. Bad times transition into good times. All aspects of life move...

Thursday, February 27, 2025

Barron's asked several investment professionals how they use Artificial Intelligence in their practice. See my response below. You can READ the full article here. #JonathanOnMoney #ParkBridgeWealth #Investing #AI

Wednesday, February 26, 2025

Episode # 97 of the "Jonathan On Money" podcast dropped! This week's episode is entitled "Should My Roth IRA Be Invested Differently Than My Traditional IRA?" You can listen on my website or wherever you get your podcasts.

Tuesday, February 25, 2025

I want to continue discussing the topic of “How To Protect Yourself From Financial Fraudsters” and today I will share two additional thoughts. The first is when someone starts Name dropping: I have never, in all my years in the money...

Friday, February 21, 2025

I want to continue discussing the topic of “How To Protect Yourself From Financial Fraudsters” and today I will share two additional thoughts. The first is when an investment is Overly complicated: Successful investing should be simple...

Friday, February 21, 2025

This week in The Jewish Press I wrote about "Investing Superpowers" and illustrated their impact with the fascinating story of Ronald James Read, a janitor from Brattleboro, Vermont. You can READ the full article here. Enjoy!...

Thursday, February 20, 2025

Today, I want to start a new topic discussing the important area of “How To Protect Yourself From Financial Fraudsters.” As I frequently tell my clients, one of the biggest obstacles to financial success is avoiding mistakes. This...

Wednesday, February 19, 2025

Episode # 96 of "Jonathan On Money" dropped! In this episode we go IN FOCUS where we cover more advanced wealth planning topics. In this week's show we are joined by Avi Sinensky and Louis Vlahos both partners at Rivkin Radler based in...

Tuesday, February 18, 2025

“Tax Implications of Merger and Acquisition Transactions” Host: Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management (Contact: jonathan@parkbridgewealth.com) Presenters: Avi Sinensky, Esq.,...

Friday, February 7, 2025

Yesterday morning the ParkBridge Wealth Management Winter Webinar series continued! We were privileged to hear from Avi Sinensky, Esq. and Louis Vlahos, Esq., from the law firm Rivkin Radler LLP. They spoke on the topic of “Tax...

Wednesday, February 5, 2025

Episode # 94 of the "Jonathan On Money" podcast just dropped. Today we go IN FOCUS where we explore more advanced planning topics. In this episode, I am joined by Elizabeth Forspan, Esq. of Forspan Klear LLP based in Great Neck, NY,...

Wednesday, February 5, 2025

Today, I want share a quick thought on how to actually build wealth. In particular, I’d like to discuss the importance of PROCESS. So, I'm constantly inundated with questions from folks asking me for the next great investment. Is it...

Friday, January 31, 2025

Today, I want share a quick thought on Artificial Intelligence, in particular, the Chinese startup DeepSeek which was in the news this week. On Monday, tech stocks tanked on fears about Chinese AI startup DeepSeek which managed to...

Thursday, January 30, 2025

I was asked by Barron's "Just How Serious Was the DeepSeek Selloff?" You can find my response, along with several other investment professionals, in the article below. You can READ the full article here.

Wednesday, January 29, 2025

Episode # 93 of the "Jonathan On Money" podcast just dropped! This week we discuss how "Tax Season Is Upon Us." You can listen on my website or wherever you get your podcasts. #JonathanOnMoney #ParkBridgeWealth #Investing #Podcast Join...

Wednesday, January 29, 2025

Yesterday, I enjoyed hosting my second ParkBridge Winter Webinar with Elizabeth Forspan of Forspan Klear LLP based in Great Neck, NY. Elizabeth spoke on the topic of "Where Good Estate Planning Equals Poor Elder Care Planning." You...

Tuesday, January 28, 2025

Where Good Estate Planning Equals Poor Elder Care Planning Host: Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management (Contact: jonathan@parkbridgewealth.com) Presenter: Elizabeth Forspan, Esq....

Friday, January 24, 2025

In The Jewish Press this week I wrote about "The New Pharaoh & Planning For Change" which is timely based on where the market is trading. You can READ the full article here. #JonathanOnMoney #ParkBridgeWealth #Investing "Change is the...

Wednesday, January 22, 2025

Episode 92 of"Jonathan On Money" just dropped! This week's episode is entitled The "401(k) Trap." You can listen via my website, Apple, Spotify, or wherever you get your podcasts. Join Jonathan I. Shenkman, President and Chief...

Monday, January 20, 2025

Today, I will discuss a timely question and one that I always receive around this time of year. The question read: “Traveling to Panama for Yeshiva break is super popular. Do you believe this is a prudent financial decision? I imagine...

Friday, January 17, 2025

My SEVENTH and final prediction for 2025 is that Many of the predictions by Wall Street thought leaders will NOT be correct, but my advice will be on point: This may seem overconfident, but my job is easier than a market strategist’s....

Thursday, January 16, 2025

Episode # 91 of "Jonathan On Money" podcast has dropped! You can listen on my website or wherever you get your podcast. This week we go IN FOCUS with Marty Shenkman who will discuss "Post-Election: The New World of Estate Planning.”...

Thursday, January 16, 2025

Today, I will continue to share my 2025 Personal Finance Outlook where I share my 7 Predictions For the Year-Ahead. My SIXTH prediction for 2025 is that if you plan on making “tactical” moves with your portfolio it will likely NOT work...

Wednesday, January 15, 2025

Today, I will continue to share my 2025 Personal Finance Outlook where I share my 7 Predictions For the Year-Ahead. My FIFTH prediction for 2025 is that You will NOT get a pass on math: This is one of those timeless rules that always...

Monday, January 13, 2025

Today, I will continue to share my 2025 Personal Finance Outlook where I share my 7 Predictions For the Year-Ahead. My FOURTH prediction is that Your know-it-all brother-in-law or friend WILL tell you what you should be doing with your...

Sunday, January 12, 2025

My THIRD prediction is that Your know-it-all brother-in-law or friend WILL have a great investment opportunity that they can get you access to: The question I receive most is whether someone should participate in an opportunity...

Friday, January 10, 2025

In The Jewish Press this week I wrote about "Yaakov’s Blessings To His Children & Three Important Financial Lessons For Orthodox Families." If you don't have a dvar Torah yet for your Shabbat table, this should serve as a nice...

Thursday, January 9, 2025

Today, I will continue to share my 2025 Personal Finance Outlook where I share my 7 Predictions For the Year-Ahead. And remember, the theme with my predictions is a practical outlook that have a high probability of coming to fruition...

Thursday, January 9, 2025

Earlier this week, I enjoyed hosting my first ParkBridge Winter Webinar to a national audience of accountants, attorneys, wealth managers, and high-net-worth investors. We were joined by Martin Shenkman of Shenkman Law, who spoke on...

Wednesday, January 8, 2025

Episode 90 of "Jonathan On Money" just dropped!Check it out wherever you get your podcasts or on my website.In today's show I discuss various important topics including:1) Talking points: 7 Predictions For The Year-Ahead2) This week’s...

Tuesday, January 7, 2025

Today, I want to share a new video series on my “2025 Personal Finance Outlook: 7 Predictions For the Year-Ahead.” I figure that we are still early enough in the year where I can give some helpful predictions to investors. The theme...

Tuesday, January 7, 2025

Post-election: The New World of Estate Planning Host: Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management (Contact: jonathan@parkbridgewealth.com) Presenter: Martin M. Shenkman, Founder, Shenkman...

Friday, January 3, 2025

Today, I want to share 3 important items to Focus on In 2025… # 1: Plan ahead: Despite what many financial commentators may lead you to believe, no one knows what’s instore for investors in 2025. The key is taking precautionary...

Wednesday, January 1, 2025

Happy New Year! In honor of the occasion I wrote an article in Forbes entitled "2025 Personal Finance Outlook: 7 Predictions For The Year-Ahead." You can READ the full article here. May 2025 be a year of health, wealth, and only good...

Wednesday, January 1, 2025

Episode 89 of "Jonathan On Money" just dropped! Today we go IN FOCUS where we cover more advanced wealth planning topics. In this week’s episode, we are joined by Boaz Feinberg a Partner at Tel Aviv based law firm, Arnon, Tadmor-Levy...

Tuesday, December 31, 2024

In 2024 I wrote articles on a variety of topics including investing, financial planning, behavioral finance, AI, and more. I also contributed to a variety of periodicals including the Wall Street Journal, Barron's, Forbes, Kiplinger,...

Tuesday, December 31, 2024

In 2024 I hosted a number of esteemed speakers to present at my ParkBridge Webinar series. You can find a compilation of all the ParkBridge webinars I ran this year below. 12/12/2024 International Taxation Law in Israel: Are Your...

Tuesday, December 31, 2024

Today’s year-end planning tip is regarding an Overview of Trumps proposed tax policies: This is just general knowledge that may be helpful in in considering your strategy for the year-ahead. So, President-elect Donald Trump’s...

Friday, December 27, 2024

This week in The Jewish Press I wrote about "Parkbridge’s Market Outlook: Pharaoh’s Dreams & Investing In 2025." You can READ the full article here. Special shoutout to living legend, Yonatan Raab, for helping to inspire this week's...

Thursday, December 26, 2024

Today’s year-end planning tip is regarding Alternative Minimum Tax Considerations With Incentive Stock Options: So, AMT is an alternate tax calculation that is computed by removing many of the typical income tax deductions. The Tax...

Wednesday, December 25, 2024

Episode 88 of "Jonathan On Money" just dropped! This week we discuss "Success Lies In The Relentless Execution Of The Basics." You can listen on my website OR wherever you get your podcasts. Enjoy! #JonathanOnMoney #ParkBridgeWealth...

Wednesday, December 25, 2024

Today’s year-end planning tip is regarding Income tax planning ideas: The first important item to consider is utilizing tax projections to help lower your tax bill in the future. This is something your CPA can help you with. These...

Tuesday, December 24, 2024

Today’s year-end planning tip is regarding Planning for business owners It’s worth discussing with business owner clients about how to transform net operating losses or NOLs into tax-free income with a Roth IRA conversion: Business...

Friday, December 20, 2024

Check out this timely article that I co-authored with Paul Kaplan, CFRE from the Orthodox Union on "Creative Ways to Give to Charity Before Year-End." You can READ the full article here. Should be quite timely this time of year!...

Friday, December 20, 2024

Today’s year-end planning tip is regarding budgeting expense goals for the coming year. It’s always essential for investors to assess their expenses and plan ahead for the future. One thing to consider is Cash Flow Management for...

Thursday, December 19, 2024

Today’s year-end planning tip is regarding spending any remaining FSA funds If you or your clients have employer-sponsored benefits, they may have access to a flexible spending account (or FSA). FSAs allow you to contribute pre-tax...

Wednesday, December 18, 2024

Episode 87 of "Jonathan On Money" just dropped! This week we go IN FOCUS where we explore more advanced wealth planning topics. Today we cover "Fundamentals of SSI, SSDI, Medicaid, and Medicare Eligibility" featuring Amy C. O’Hara,...

Wednesday, December 18, 2024

Today’s year-end planning tip is regarding Maxing out one’s Health Savings Account (or HSA) An HSA allows you save and pay for qualified medical expenses with tax-free dollars. In order to contribute to an HSA, you have to be enrolled...

Tuesday, December 17, 2024

Today’s year-end planning tip is regarding Employer retirement plans: Here are a few items to keep in mind… First, Assess contributions made this year: You should Review how much money you contributed to your employer retirement plan...

Monday, December 16, 2024

Today’s year-end planning tip is regarding Tax loss harvesting. Tax Loss Harvesting is the process of selling securities at a loss to offset a capital gains tax liability and it’s worth considering before year-end. When reviewing your...

Monday, December 16, 2024

Check out my latest article in Barron's on "How I Use AI in My Wealth Management Practice."You can READ the full article here. AI has been all the range over the past few years, so this article should be of interest to many...

Friday, December 13, 2024

This week in The Jewish Press I wrote about "Lavan & The Financial Fraudsters Amongst Us." You can READ the full article here. This is relevant information to all investors, especially folks in the frum community! Enjoy!...

Friday, December 13, 2024

Today’s year-end planning tip is regarding 529 Contributions: A 529 is a tax advantaged college savings account that may provide an opportunity for immediate tax savings if you live in one of the 30 states or more offering a full, or...

Thursday, December 12, 2024

Webinar Transcript (12/12/2024): "ParkBridge FALL Webinar # 6: “International Taxation Law in Israel: Are Your Client’s Prepared for the New and Evolving Rules?” Host: Jonathan I. Shenkman, President & Chief Investment Officer of...

Thursday, December 12, 2024

ParkBridge hosted an informative and timely webinar this morning to a national audience of accountants, attorneys, and investors on "International Taxation Law in Israel: Are Your Client’s Prepared for the New and Evolving Rules?”...

Thursday, December 12, 2024

Episode # 86 of the "Jonathan On Money" podcast dropped yesterday!This week's episode is entitled "Should I Sell My Rental Home and Invest The Proceeds In The Market?"You can check it out wherever you get your podcasts...

Thursday, December 12, 2024

Today’s year-end planning tip is Planning in a changing interest rate environment So, Interest rates are important for more than just lending and bond investments. There are several types of estate planning strategies that use numbers...

Wednesday, December 11, 2024

I was fortunate to be a guest on the "Kosher Money Podcast" last week with host Eli Langer. We spoke about practical insights on building and preserving wealth in 2025 and beyond. You can listen to the audio wherever you get your...

Wednesday, December 11, 2024

Today’s year-end planning tip is to Reassess your cash position. The question of the hour is where to keep your cash as yields drop well below the 5% that investors enjoyed throughout most of 2024. Let me run through a quick framework...

Tuesday, December 10, 2024

Today’s year-end planning tip is Estate planning considerations and in particular Special Planning Considerations for Married Couples So, The federal unified estate and gift tax exemption for 2024 has been at an all-time high of $13.61...

Monday, December 9, 2024

Today’s year-end planning tip is to Review your beneficiary designations. Retirement accounts and insurance policies have beneficiary designations that pass OUTSIDE of one’s will. Therefore, even if you did estate planning, it’s...

Sunday, December 8, 2024

Check out my latest, and extremely timely, article in Kiplinger on "25 Financial Moves to Consider Before December 31." A good review for all investors! Article: https://www.kiplinger...

Saturday, December 7, 2024

Today’s year-end planning tip is Roth IRA conversions: So, a Roth IRA Conversions is the process of transferring retirement funds from a traditional IRA, SEP, or 401(k) into a Roth account. Since a Traditional IRA is tax-deferred while...

Thursday, December 5, 2024

Episode # 85 of "Jonathan On Money" just dropped! This week we go “IN FOCUS” to explore more advanced wealth planning topics. Today, I will cover “Last Minute 2024 Wealth Planning Ideas - Ensuring Your Clients Make the Right Moves...

Thursday, December 5, 2024

Today’s year-end planning tip is Charitable Giving: When it comes to giving charity there are a myriad of creative options this year. First is to consider the Deduction for cash contributions: Under the Tax Cuts and Jobs Act, the...

Wednesday, December 4, 2024

Today’s year-end planning tip is being intentional with your RMDs: Next idea is regarding Required Minimum Distributions or RMDs: RMDs apply to folks who are 73 or older. If you are subject to RMDs and if you don’t take them out before...

Tuesday, December 3, 2024

Over the next few weeks, these videos will focus on year-end planning ideas. Today, we will discuss Year-End Investment Do’s and Don’ts: First is, Do consider rebalancing your portfolio: Many parts of the market went UP in 2024....

Friday, November 29, 2024

Check out my piece in The Jewish Press this week on "Parshat Toldot: Financial Planning Lessons To Empower Future Generations And Avoid Family Conflict." You can READ the full article here. Enjoy! #JonathanOnMoney #ParkBridgeWealth...

Friday, November 29, 2024

Check out my latest article in Forbes on "2024 Year-End Financial Checklist." This is part 2 to the article I published in Forbes on Wednesday on "2024 Year-End Investment Checklist." You can READ the full article here.

Thursday, November 28, 2024

A Thanksgiving message from ParkBridge Wealth Management. You can WATCH the full video here. Happy Thanksgiving to all!#JonathanOnMoney

Wednesday, November 27, 2024

I enjoyed hosting the ParkBridge FALL webinar series on “Last Minute 2024 Wealth Planning Ideas - Ensuring Your Clients Make the Right Moves Before Year-End” featuring Me, Jonathan I. Shenkman. We were joined by a national audience of...

Wednesday, November 27, 2024

Episode # 84 of "Jonathan On Money" just dropped!In this episode we go IN FOCUS where we cover more advance wealth planning topics.Today, we are privileged to have Krista Fenske an attorney at law firm Cole Schotz P.C. based in...

Wednesday, November 27, 2024

Honored to be quoted in the Bloomberg Wealth newsletter today on “The Best New Year’s Resolutions Start (Very) Early.” You can READ the full article here. Thanks to Charlie Wells for including me! #JonathanOnMoney “…There is a strong...

Tuesday, November 26, 2024

Transcript: Last Minute 2024 Wealth Planning Ideas: Ensuring Your Clients Make the Right Moves Before Year End Host: Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management (Contact:...

Thursday, November 21, 2024

Today, we will continue our video series about lending money to family and friends. And I want to cover two points today… The first is Factoring in incentives: The lender may want to consider including incentives in the contract to...

Wednesday, November 20, 2024

Episode # 83 of "Jonathan On Money" just dropped! In this episode I discuss "Where Do I Park My Cash Now That Rates Are Falling?" You can listen on my website or wherever you get your podcasts. #JonathanOnMoney Join Jonathan I....

Monday, November 18, 2024

Today, we will continue our video series about lending money to family and friends. The next point I want to cover is to Establish a repayment plan: A clear budget should be established by the borrower and shared with the lender. Every...

Friday, November 15, 2024

Check out my article this week in The Jewish Press on "Lech Lecha: The Oldest And Most Effective Financial Planning Strategies." You can READ the full article here. Enjoy! #JonathanOnMoney #ParkBridgeWealth #Investing

Thursday, November 14, 2024

Fundamentals of SSI, SSDI, Medicaid and Medicare Eligibility Host: Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management (Contact: jonathan@parkbridgewealth.com) Presenter: Amy C. O’Hara, CELA,...

Thursday, November 14, 2024

Today, we will continue our video series about lending money to family and friends. …And The next point I want to cover is Setting your interest rate on your loan: It’s important to familiarize yourself with applicable federal rates or...

Thursday, November 14, 2024

I enjoyed hosting today's ParkBridge FALL webinar series on “Fundamentals of SSI, SSDI, Medicaid and Medicare Eligibility” featuring guest presenter Amy C. O’Hara, Esq., CELA, Partner Littman Krooks LLP. We were joined by a national...

Wednesday, November 13, 2024

Episode # 82 of "Jonathan On Money" just dropped!On this week's show we go IN FOCUS where we cover more advanced wealth planning topics.In this week’s episode, we are joined by K. Eli Akhavan who is a Partner at the law firm Grant,...

Wednesday, November 13, 2024

Today, we will continue our video series about lending money to family and friends. The next point I want to cover is to Do your due diligence: The lender should ask the potential borrower for a full credit report to understand the...

Tuesday, November 12, 2024

Today we will start a new video series all about lending money to family and friends. So, We all know the old advice to never lend money to friends and family. It’s often just too messy. Is it really a loan or is it a gift? Are you...

Thursday, November 7, 2024

For those who haven't heard, Donald Trump is the winner of the 2024 United States presidential election. Check out this 5 minute video I shared with clients where I express some thoughts on the election, offer some context, and what...

Wednesday, November 6, 2024

Episode # 81 of "Jonathan On Money" just dropped! This week's episode is entitled "New President! What Now?" You can listen wherever you get your podcasts OR on my website! #JonathanOnMoney #ParkBridgeWealth #Investing Details: Join...

Wednesday, November 6, 2024

Honored to be quoted in this Barron's article on "t’s Election Day, and Investors Have the Jitters. How to Stay Calm." You can READ the full article here.

Monday, November 4, 2024

I’d like to continue our video series on Politics & Your Portfolio. In this video I’d like to offer two final financial planning consideration during an election season… And the first is, Do review planning opportunities: Instead of...

Friday, November 1, 2024

I enjoyed hosting the ParkBridge FALL webinar series yesterday on "To Trust or Not to Trust: A Tutorial on Trust Planning for Wealthy Families & Their Advisors” featuring guest presenter Krista Fenske, Esq. from law firm Cole Schotz P...

Friday, November 1, 2024

This week in the Jewish Press I wrote about "Politics & Your Portfolio: Investment Dos And Don’ts During The Election Season." You can READ the full article here. Hopefully this framework will help you not blow up your portfolio!...

Friday, November 1, 2024

In this video I’d like to offer another investment consideration during an election season... Do keep historical context in mind: Making investment decisions with a broader context, instead of a single data point, is best practice....

Thursday, October 31, 2024

Webinar Transcript (10/31/2024): “To Trust or Not to Trust: A Tutorial on Trust Planning for Wealthy Families & Their Advisors” Host: Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management (Contact:...

Thursday, October 31, 2024

In this video I’d like to offer TWO investment suggestions to consider during an election season… The first is, DO include portfolio guardrails if you’re susceptible to making emotional decisions: Not everyone has monk like...

Wednesday, October 30, 2024

Episode # 80 of "Jonathan On Money" just dropped! Today we will go IN FOCUS where we explore more advanced wealth planning topics. In this week's show we will discuss "Generation-Skipping Transfer Tax Tricks and Traps” featuring Bruce...

Wednesday, October 30, 2024

I’d like to continue our video series on Politics & Your Portfolio. DON’T bet on certain sectors based on who is president: Given the rhetoric of each party, investors would assume that certain industries should perform better based on...

Tuesday, October 29, 2024

With the election around the corner, I’d like to focus this video series on politics and your portfolio: investment dos and don’t. But before we get into that, Let’s first start with a short experiment. The experiment consists of...

Monday, October 28, 2024

I was interviewed on the Wall Street Journal podcast called "Your Money Briefing" on lending money to family and friends. Check it out wherever you get your podcasts or read the transcript here. #JonathanOnMoney #ParkBridgeWealth...

Wednesday, October 23, 2024

Episode # 79 of "Jonathan On Money" just dropped! This week I discuss "Should I mimic the investment strategies of politicians?" Podcast can be found wherever you get your podcasts or on my website. Enjoy! #JonathanOnMoney...

Tuesday, October 22, 2024

With the election around the corner, check out my timely piece in Barron's Advisor entitled "A Financial Advisor’s Guide to Keeping Clients From Making Money Mistakes Around the Election." You can READ the full article here....

Wednesday, October 16, 2024

Episode # 78 of "Jonathan on Money" just dropped.Today’s show is a recording from session # 3 of the Yeshiva University & ParkBridge Estate Planning & Wealth Management Symposium.Today, we will cover "Going to the Sunshine State?...

Wednesday, October 16, 2024

Check out my latest piece in The Jewish Press on “Where Do I Park My Cash Now That Rates Are Falling?” This is the question of the hour as many investors ponder where to keep their cash as the yield on “cash equivalents” like CDs,...

Wednesday, October 16, 2024

Yesterday, I had the distinct honor and privilege of hosting the second Fall ParkBridge webinar on “International Estate Planning - Traps for the Unwary" featuring the one and only K. Eli Akhavan, Esq from Grant, Herrmann, Schwartz &...

Wednesday, October 16, 2024

I received the following question the other day that is ESPECIALLY timely around the high holiday season. The question was as follows: With yuntif around the corner, there are plenty of sources to rely on that encourage a family to...

Tuesday, October 15, 2024

Webinar Transcript (10/15/2024): “International Estate Planning - Traps for the Unwary" Host: Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management (Contact: jonathan@parkbridgewealth.com)...

Tuesday, October 15, 2024

Check out my latest article in The Wall Street Journal entitled "If You Really, Really Need to Lend Money to Friends or Family…"The key: Take emotion out of it and treat it like a bank loan as much as possible. You can READ the full...

Thursday, October 10, 2024

In this video we will continue to focus on the important topic of Spending Money On Things Vs. Experiences, which I think this is a particularly important topic to address, especially during the High Holiday season. So, The importance...

Wednesday, October 9, 2024

Episode # 77 of "Jonathan On Money" dropped!In this week's show we discuss "A Time For Spiritual & Financial Introspection."Can be found wherever you get your podcasts and my website!#JonathanOnMoney #ParkBridgeWealth #Investing...

Wednesday, October 9, 2024

This past summer, as with many summers, I went on a road trip with my family. We drove over 2,000 miles, stayed in dinky roadside motels, hiked in several national parks, and met up with friends. The purpose of these family road trips...

Wednesday, October 2, 2024

Episode # 76 of "Jonathan On Money" dropped! This week we go IN FOCUS” to explore more advanced wealth planning topics. Today’s show is a recording from session # 2 of the Yeshiva University & ParkBridge Estate Planning & Wealth...

Monday, September 30, 2024

Every year around the High Holiday season I have the same epiphany: Investors should set aside time to reflect on their money decisions from the past year. While there doesn’t need to be a proscribed time or liturgy for this type of...

Friday, September 27, 2024

Checkout my latest article in The Jewish Press on "Buying New Clothes And Jewelry Before Sukkot." You can READ the full article here. A must read for all the husbands out there! #JonathanOnMoney #ParkBridgeWealth #Investing "With...

Friday, September 27, 2024

We’re going to continue this series of videos for folks approaching retirement on important items to have on your “aging checklist.” Today, we are going to discuss business and personal items to include on this checklist. Here are some...

Wednesday, September 25, 2024

Episode # 75 of "Jonathan On Money" just dropped. This week we discuss "What Percentage of My Portfolio Should Be In Alternative Investments?" You can listen on Apple, Spotify, my website, or wherever you get your podcasts....

Wednesday, September 25, 2024

We’re going to continue this series of videos for folks approaching retirement on important items to have on your “aging checklist.” Today, we are going to discuss technology related items. Here are some thoughts to consider....

Tuesday, September 24, 2024

We’re going to continue this series of videos for folks approaching retirement on important items to have on your “aging checklist.” Today, we are going to discuss health related items. Here are some thoughts to consider. Make a list...

Monday, September 23, 2024

We’re going to continue this series of videos for folks approaching retirement on important items to have on your “aging checklist.” Today, we are going to discuss housing items. Here are some thoughts to consider. Is your current...

Thursday, September 19, 2024

Webinar Transcript (9/19/2024): "Generation-Skipping Transfer Tax Tricks and Traps” Host: Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management (Contact: jonathan@parkbridgewealth.com) Speaker:...

Thursday, September 19, 2024

This morning I was privileged to host the first ParkBridge Fall webinar on "Generation-Skipping Transfer Tax Tricks and Traps" featuring Bruce D. Steiner, Esq., Of Counsel, Kleinberg Kaplan, Wolff & Cohen, P.C.You can WATCH the full...

Wednesday, September 18, 2024

Episode # 74 of the "Jonathan On Money" podcast just dropped!This week we go “IN FOCUS” to explore more advanced wealth planning topics. On today's show we welcome back Avi Z. Kestenbaum, Partner at Long Island based Meltzer, Lippe,...

Wednesday, September 18, 2024

We’re going to continue this series of videos for folks approaching retirement on important items to have on your “aging checklist.” Today, we are going to discuss insurance items to consider on this checklist. First, be sure to...

Tuesday, September 17, 2024

Checkout my latest article in Forbes on "How Perfection Will Derail Your Retirement." Enjoy! You can READ the full article here. #JonathanOnMoney #ParkBridgeWealth #Investing

Tuesday, September 17, 2024

We’re going to continue this series of videos for folks approaching retirement on important items to have on your “aging checklist.” Today, we are going to discuss financial items to consider on this checklist. First, You should...

Monday, September 16, 2024

Over the next few days, this series of videos, I’ll discuss the important topic of having an “aging checklist.” What do I mean by that? So, Several times a year, a client who is caring for an aging parent will confide in me, “I told my...

Friday, September 13, 2024

Webinar Transcript (9/10/2024): “Estate and Tax Planning Opportunities and Pitfalls for U.S. Citizens and Residents (and Dual U.S./Israeli) who Own Assets or Have Descendants in Israel” Host: Yeshiva University & ParkBridge Wealth...

Friday, September 13, 2024

Webinar Transcript (9/10/2024): “Charitable Giving: Timely Strategies and Considerations Under Jewish Law” Host: Yeshiva University & ParkBridge Wealth Management Moderator: Jonathan I. Shenkman, President & Chief Investment Officer of...

Friday, September 13, 2024

Webinar Transcript (9/10/2024): "Going to the Sunshine State: Things to know before you get burned. Considerations in Florida planning." Host: Yeshiva University & ParkBridge Wealth Management Moderator: Jonathan I. Shenkman, President...

Friday, September 13, 2024

Check out my latest article in The Jewish Press this week on "Spending Money On Things Vs. Experiences." Important reading especially before the High Holidays. You can READ the full article here. #JonathanOnMoney #ParkBridgeWealth...

Wednesday, September 11, 2024

Episode 73 of the "Jonathan On Money" podcast just dropped!Today I discuss "Human Financial Advisor vs. Robo Advisor."Can be found on my website or wherever you get your podcasts.Enjoy!Join Jonathan I. Shenkman, President and Chief...

Wednesday, September 11, 2024

Jonathan I. Shenkman moderated the "Yeshiva University & ParkBridge Wealth Management Tax, Estate, and Wealth Planning Symposium." Please find the recording for Session # 1 on "Estate and Tax Planning Opportunities and Pitfalls for U...

Wednesday, September 11, 2024

I moderated the "Yeshiva University & ParkBridge Wealth Management Tax, Estate, and Wealth Planning Symposium."Please find the recording for Session # 2 on "Charitable Giving: Timely Strategies and Considerations Under Jewish Law"...

Wednesday, September 11, 2024

Yesterday, I moderated the "Yeshiva University & ParkBridge Wealth Management Tax, Estate, and Wealth Planning Symposium."Please find the recording for Session # 3 on "Going to the Sunshine State? Things to know before you get burned:...

Friday, September 6, 2024

Another question I recently received was as follows: “I look for a deal whenever I can in most areas of life. This includes when buying clothes, furniture, food, and other things for the house. Yet, I’m still just getting by...

Thursday, September 5, 2024

A question I was asked recently was as follows: “My financial advisor works at a large firm and said his firm runs two sets of models: tactical and strategic. What’s the difference and what should I go with?” So, Generally speaking, a...

Wednesday, September 4, 2024

Episode # 72 of "Jonathan On Money" just dropped.This week we discuss "Paying For A Wedding When Machatanim Disagree."Details:Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management this week...

Monday, September 2, 2024

This past week in The Jewish Press I wrote an important article entitled "Paying For A Wedding: When Machatanim Disagree." You can READ the full article here. Enjoy! #JonathanOnMoney #ParkBridgeWealth #Investing "I just met with my...

Friday, August 23, 2024

This week in The Jewish Press I wrote about "Money Lessons From The XXXIII Olympiads: Trust The Process."You can READ the full article here. #JonathanOnMoney #ParkBridgeWealth #Investing #Olympics"Spending an inordinate amount of my...

Friday, August 16, 2024

A question that came up recently was as follows: “I’ve been investing in hedge funds for some time. My advisor explained the fee structure to me and said hedge funds offer uncorrelated returns and possible outperformance, it makes...

Thursday, August 15, 2024

A question that has come up often over the past few weeks in my practice is similar to the one I received yesterday from a client. This client wrote to me saying: “I’m genuinely terrified of a potential Harris' presidency. She has...

Tuesday, August 13, 2024

Today is the holiday of Tisha B’Av which is the saddest day on the Jewish calendar. It commemorates five calamities that befell the Jewish people, the most notable of which was the destruction of the Bais HaMikdash. On that point,...

Tuesday, August 13, 2024

Episode # 69 of “Jonathan On Money” just dropped! This week we discuss "The Destruction of Wealth" You can listen on Apple, Spotify, or www.parkbridgewealth.com/podcast #JonathanOnMoney #ParkBridgeWealth #Podcast Details: Join...

Monday, August 12, 2024

Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management will discuss managing risk within one’s portfolio. Today, he will discuss the danger of inflation. You can WATCH the full video here.

Friday, August 9, 2024

I’d like to continue our theme investing dangerously and risks that investors face. Today we will discuss, The danger of sequence of returns risk: The concept of “sequence of returns risk,” or the risk of experiencing a string of...

Friday, August 9, 2024

This week in The Jewish Press, I discuss "The Destruction of Wealth: Six Wealth Killers Every Investor Should Avoid." A very relevant theme given the upcoming holiday of Tisha Ba'av. You can WATCH the full video here. #JonathanOnMoney...

Thursday, August 8, 2024

In light of the freefall in markets around the world earlier this week, I figured I’d take a break from my regular video series, and offer some brief thoughts on what transpired, some perspective, as well as some helpful suggestions...

Thursday, August 8, 2024

Today we will discuss, The danger of higher taxes: So, Americans are always concerned with a change in tax policy. After all, taxes may impact one’s take-home pay. It can also be burdensome to business owners and the stock market. As I...

Monday, August 5, 2024

I’d like to continue our theme investing dangerously and risks that investors face. Today we will discuss, The danger of falling interest rates: A recurring discussion point over the past few years has been interest rates and when The...

Friday, August 2, 2024

I’d like to continue our theme investing dangerously. Today we will discuss, The danger of buying at all-time highs: A big concern in today’s market is that prices are too high. After all, as of this recording, the S&P 500 and NASDAQ...

Thursday, August 1, 2024

I’d like to continue our theme investing dangerously. The danger of geopolitics: There are always concerning geopolitical headlines that may impact the value of your investments. War, terrorism, natural disasters, and the way a...

Wednesday, July 31, 2024

Episode # 67 of “Jonathan On Money” just dropped! This week we discuss "Should I loan money to a relative?" You can listen on Apple, Spotify, or www.parkbridgewealth.com/podcasts #JonathanOnMoney #ParkBridgeWealth #Podcast Details:...

Wednesday, July 31, 2024

We are now in the three weeks, from the 17th day of the Hebrew month of Tammuz to the 9th day of the Hebrew month of Av (also known as Tisha b’Av), which is a period of mourning to commemorate the destruction of the Jewish Temple. Jews...

Tuesday, July 30, 2024

I’d like to continue the series on strategies for folks who get laid off before they are ready to retire. Accelerate your retirement plans: If downsizing or relocating were on your list of things to do in retirement, accelerating those...

Monday, July 29, 2024

I’d like to continue the series on strategies for folks who get laid off before they are ready to retire. Work longer than planned, but at a less stressful job: Changing careers may be a good opportunity to continue earning an income...

Friday, July 26, 2024

I’d like to continue the series on strategies for folks who get laid off before they are ready to retire. Start a consulting business: As I mentioned in the previous video, knowledge amassed during years of experience in your field can...

Friday, July 26, 2024

Real treat for you this week in The Jewish Press. Check out my very timely article on "Living Dangerously: A Theme For The Three Weeks And Investing." You can READ the full article here. Enjoy! #JonathanOnMoney #ParkBridgeWealth...

Thursday, July 25, 2024

I’d like to continue the series on strategies for folks who get laid off before they are ready to retire. Rebrand yourself: Immediately applying for new jobs is an obvious decision. However, repositioning your skillset is not always...

Wednesday, July 24, 2024

I’d like to continue the series on strategies for folks who get laid off before they are ready to retire. Look for low income planning opportunities: Being out of work and having a lower income may actually present excellent tax...

Wednesday, July 24, 2024

Episode # 66 of “Jonathan On Money” just dropped! This week we discuss Should I borrow money from my 401k to invest in real estate?" You can listen on Apple, Spotify, or my website. #JonathanOnMoney #ParkBridgeWealth #Podcast Today we...

Wednesday, July 24, 2024

Check out my latest article in Forbes on "4 Signs That You May Need A Financial Advisor In Retirement." You can READ the full article here. #JonathanOnMoney #ParkBridgeWealth #Investing "In my experience, there are four main reasons...

Tuesday, July 23, 2024

I’d like to continue the series on strategies for folks who get laid off before they are ready to retire. Get health coverage: After lost income, one of the biggest concerns for workers that lose their job is the loss of their health...

Tuesday, July 23, 2024

My latest article in Barron's on "Someday You Will Have to Spend Your Nest Egg. Why You Need to Plan Ahead for That." #JonathanOnMoney #ParkBridgeWealth #Investing "A prevailing mind-set among many investors is that they should...

Friday, July 19, 2024

I’d like to continue the series on strategies for folks who get laid off before they are ready to retire. Evaluate your Social Security options: The earliest age to start receiving Social Security retirement benefits is 62. At that age...

Thursday, July 18, 2024

I’d like to continue the series on strategies for folks who get laid off before they are ready to retire. Assess your savings: Getting laid off unexpectedly is a good time to take stock of what you already have saved up. Set a time to...

Wednesday, July 17, 2024

Episode # 65 of “Jonathan On Money” just dropped. This week we discuss “HOT TOPICS” in the field of wealth management where Jonathan and a guest go through several timely topics that are relevant to advisors and investors. Today, we...

Tuesday, July 16, 2024

I’d like to continue the series on strategies for folks who get laid off before they are ready to retire. Adjust your budget: If you were a prudent budgeter throughout your career, you probably have a six-month emergency fund for...

Monday, July 15, 2024

I’d like to start on new video series today on strategies for folks who get laid off before they are ready to retire. So, a recent study conducted by researchers at ProPublica and the Urban Institute found that more than 50% of workers...

Friday, July 12, 2024

Today, I will discuss the importance of Implementing a rules-based approach to your investment process: So, a systematic approach to investing helps minimize emotions within your investment strategy. Investors can set predetermined...

Friday, July 12, 2024

This week in The Jewish Press I wrote about "How Can So Many People Afford To Do Construction?" It may not be what you think! You can READ the full article here. Enjoy! #JonathanOnMoney #ParkBridgeWealth #Investing

Wednesday, July 10, 2024

This week I will discuss “Rockefeller on Giving.” You can listen on Apple, Spotify, my website, or wherever you get your podcasts. #JonathanOnMoney #ParkBridgeWealth #Podcast Details: Join Jonathan I. Shenkman, President and Chief...

Wednesday, July 10, 2024

Today, I will discuss the importance of Clearly defining your goals to overcome this issue: A great way to start is by crafting an Investment Policy Statement that outlines your objectives. It should also clearly define what you will...

Tuesday, July 9, 2024

Today, I will discuss developing an objective sounding board: It’s important to establish a process for consulting an unbiased, knowledgeable person, or group of people, ideally outside your social circle to minimize groupthink, in...

Monday, July 8, 2024

Today, I’d like to start a new series that will be instructive to all investors on Confirmation Bias And What The Media Can Teach Us About Personal Finance. Let me begin this series with some background. So, it’s been approximately...

Thursday, July 4, 2024

Today I’d like to discuss, Tax efficient ways to save and invest: There are countless ways for Americans to save and invest their hard-earned money tax efficiently. When it comes to retirement savings, some options include IRAs, 401(k)...

Wednesday, July 3, 2024

In the spirit of July 4th, which is coming up, this series of videos will continue to explore why you should be proud to be an American investor. The two areas I’d like to discuss today are transparency and regulation. Transparency:...

Wednesday, July 3, 2024

Episode # 63 of "Jonathan On Money" just dropped.This week I discuss “Children & Money: Timeless Strategies To Transmit to The Next Generation.”You can listen on Apple, Spotify, my website, or wherever you get your podcasts...

Tuesday, July 2, 2024

In the spirit of July 4th, which is coming up, this series of videos will continue to explore why you should be proud to be an American investor. The three areas I’d like to discuss today are low costs, global exposure, and liquidity....

Monday, July 1, 2024

In the spirit of July 4th, which is coming up, this series of videos will continue to explore why you should be proud to be an American investor. The two areas I’d like to discuss today are optionality and a democratized investment...

Friday, June 28, 2024

My latest article in The Jewish Press is on a question I have received a lot recently, "Should You Buy Nvidia?"Article: https://www.jewishpress.com/sections/businessfinance/money-matters/should-you-buy-nvidia/2024/06/28/...

Thursday, June 27, 2024

This morning I presented in front of a national audience of CPAs, attorneys, and high-net-worth investors on the topic of “Children & Money: Timeless Strategies To Transmit To The Next Generation.” You can WATCH the full video here....

Thursday, June 27, 2024

Webinar Transcript (6/27/2024): “Children & Money: Timeless Strategies To Transmit to The Next Generation” Host/Presenter: Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management (Contact:...

Thursday, June 27, 2024

Since July 4th is coming up, this series of videos will explore why you should be proud to be an American investor. So, July 4th is one of my favorite days of the year. I celebrate the day with fervor. After a large slice of apple pie...

Wednesday, June 26, 2024

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) Rethinking Your “Bucket List” In...

Friday, June 21, 2024

Today I will share my final video on planning for LGBTQ families in honor of pride month. And we are going to discuss two important topics: Estate planning and proper beneficiary designations. Estate Planning: Passing away without an...

Wednesday, June 19, 2024

Episode 61 of the "Jonathan on Money" podcast just dropped. This week, we go IN FOCUS where we explore more advanced wealth planning topics. This episode will cover “Marital Miss: The Importance of Planning, Preparing and Protecting...

Wednesday, June 19, 2024

Today we will discuss two important topics: Healthcare Power of Attorney, as well as utilizing trusts. First, Healthcare Power of Attorney: So, It’s important to have a healthcare power of attorney, which gives your partner the power...

Tuesday, June 18, 2024

Today we will discuss Family Planning: Deciding to have kids always comes with high expenses. This is particularly true for LGBTQ clients, where the process itself may be more costly. The least expensive option for folks in this...

Monday, June 17, 2024

Today we will discuss Spousal Benefits: There are some LGBTQ clients today who had different lifestyles earlier in their lives. It is not rare for some to have been in a heterosexual relationship for a period of time. In that scenario,...

Friday, June 14, 2024

Today we will discuss domestic partnership agreements. Couples who do not marry will not have any legal protections for their assets if their relationship ends. A domestic partnership or cohabitation agreement may help outline...

Friday, June 14, 2024

Webinar Transcript (6/11/2024): “Marital Miss: The Importance of Planning, Preparing and Protecting for Families Before (and After) a Loved One Marries” Host: Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge...

Friday, June 14, 2024

Episode 60 of "Jonathan On Money" just dropped! In this week's episode we discuss "Thoughts on Universal Basic Income." You can listen to the podcast on Apple, Spotify, or my website (https://www.parkbridgewealth.com/podcasts)....

Friday, June 14, 2024

Check out this week's article in The Jewish Press on "The Thirteen Principles Of Wealth." https://www.jewishpress.com/sections/businessfinance/money-matters/the-thirteen-principles-of-wealth/2024/06/14/ You can READ the full article...

Monday, June 10, 2024

Since June is Pride month, my next few videos will discuss important financial planning considerations for LQBTQ families. And Today we will discuss to wed or not to wed. On June 26th of this year will mark the ninth anniversary of the...

Thursday, June 6, 2024

Today we will discuss why it’s important for the advisor to be a thought leader in the field of wealth management. The ability to think creatively is what separates the best advisors from the rest of the industry. Many advisors send...

Wednesday, June 5, 2024

Episode 59 of the "Jonathan on Money" podcast just dropped.This week, we go IN FOCUS where we explore more advanced wealth planning topics. This episode will cover “Qualifying as Qualified Small Business Stock (Section 1202)” featuring...

Wednesday, June 5, 2024

Today we will discuss an advisors Personal investments: You should be sure to ask every advisor you interview how their personal funds are managed. If it’s not the EXACT same way in which they are advising clients, then run the other...

Tuesday, June 4, 2024

Check out my recent article in Forbes entitled "Rethinking Your “Bucket List” In Retirement." You can READ the full article here. Enjoy!#JonathanOnMoney #ParkBridgeWealth #investing"I’ve always been a big fan of being goal oriented and...

Monday, June 3, 2024

In honor of Pride month, please find the article I wrote last year for Forbes on "Financial Planning Checklist For LGBTQ Families." You can READ the full article here. Enjoy! #JonathanOnMoney #ParkBridgeWealth #Investing "Financial...

Monday, June 3, 2024

Today we will discuss the importance of the advisor having a PROCESS when working with clients: It’s important to find an advisor who can look at your entire financial picture holistically. This means they take the time to understand...

Friday, May 31, 2024

Ever wonder why mainstream media coverage on the Israel-Hamas war is so anti-Israel? Check out my latest article in The Jewish Press entitled "Confirmation Bias And What The Media Can Teach Us About Personal Finance" to learn more....

Friday, May 31, 2024

Today we will discuss why Gaining “access” to investments is NOT special: Gone are the days where you needed to hire a professional with connections to gain “access” to certain investment opportunities. For the most part, the...

Thursday, May 30, 2024

Webinar Transcript (5/30/2024): “Qualifying as Qualified Small Business Stock (Section 1202)” Host: Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management (Contact: jonathan@parkbridgewealth.com)...

Thursday, May 30, 2024

I enjoyed hosting Webinar # 4 in the ParkBridge SPRING webinar series this morning on “Qualifying as Qualified Small Business Stock (Section 1202)” Thank you to guest presenter Andrew S. Katzenberg, Partner, ArentFox Schiff LLP. You...

Thursday, May 30, 2024

Today’s Practical Planning Tip(s) by ParkBridge Wealth Management will discuss “How to find a good financial advisor that is right for your family?” Today we will discuss the importance of taking fees and performance metrics with a...

Wednesday, May 29, 2024

Episode 58 of "Jonathan On Money" just dropped! In this week's episode we discuss "The Summer Financial Challenge." You can listen to the podcast on Apple, Spotify, or my website (https://www.parkbridgewealth.com/podcasts)....

Wednesday, May 29, 2024

Today I’ll cover a question I receive a lot from individual investors who are in the process of searching for a financial advisor. And that question is: “How do I find a good financial advisor that is right for my family?” Before we...

Tuesday, May 28, 2024

A question I often get from friends is the one I just received last week. It said the following: “My advisor told me he is one of the top ranked financial advisors. I congratulated him politely, but what does that mean exactly?” So,...

Friday, May 24, 2024

Today’s mistake is Failure to teach your kids about money: Unfortunately, money doesn’t come with an instruction manual. If it did, there would be far fewer stories of families with generational levels of wealth who squander it all....

Thursday, May 23, 2024

Today’s mistake is Getting caught up in relative performance: Relative performance is the measurement of one’s investment performance against a suitable benchmark. The problem is agreeing on what is suitable. Theoretically, the optimal...

Wednesday, May 22, 2024

Today’s mistake is Not factoring in tax planning: It’s surprising how many wealthy families completely neglect tax planning within their financial strategy. If you’ve been fortunate to have accumulated a large sum of assets, ensuring...

Wednesday, May 22, 2024

Episode 57 of the "Jonathan on Money" podcast just dropped.This week, we will discuss "Unraveling the Challenges in Estate Planning: Navigating Copyright Law and Preserving Creator Intent” featuring Marc Misthal and Michelle Yeung both...

Monday, May 20, 2024

Today’s mistake is Underestimating the required annual income to maintain your lifestyle: It always impresses me how quickly people can spend their money. This is true regardless of asset levels. While this may be a compliment to the...

Monday, May 20, 2024

Check out my latest article in Barron's entitled "Orthodox Jewish People Have Specific Financial Needs: 4 Things to Know." Since May is American Jewish History month, it seems appropriate to share recurring themes I have encountered...

Friday, May 17, 2024

In this week's Jewish Press I discuss "The Great New York Earthquake Of 2024: Lessons For Financial Preparedness." You can READ the full article here. #JonathanOnMoney #ParkBridgeWealth #Investing "Unpleasant surprises that induce...

Friday, May 17, 2024

We’re going to continue our discussion on mistakes that affluent investors make. Today’s mistake is that Having more control does not necessarily lead to better performance: Based on years of experience, I’ve noticed that my least...

Thursday, May 16, 2024

Webinar Transcript (5/16/2024): “Unraveling the Challenges in Estate Planning: Navigating Copyright Law and Preserving Creator Intent” Host: Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management...

Thursday, May 16, 2024

I enjoyed hosting Webinar # 3 in the ParkBridge Spring webinar series this morning on “Unraveling the Challenges in Estate Planning: Navigating Copyright Law and Preserving Creator Intent.” Thank you to guest presenters Marc Misthal...

Thursday, May 16, 2024

Today, I’d like to continue our discussion on mistakes affluent investors make. And today’s mistake is that Concentrated investments can make you rich, but probably won’t keep you rich: Much of the wealth of many HNW individuals’ is...

Wednesday, May 15, 2024

Episode 56 of "Jonathan On Money" just dropped!In this week's episode we discuss "ParkBridge Turns Two: Reflections On Being a Business Owner."You can listen to the podcast on Apple, Spotify, or my website (https://lnkd.in/eHqQfVqg)....

Wednesday, May 15, 2024

I have experience working and interacting with many extremely wealthy individuals and there are some common errors that tend to arise. For me, I find it quite interesting that An individual’s approach to managing their personal...

Tuesday, May 14, 2024

I just came back from a quick getaway to Florida. I was only there for a few days, but it was good to get away, enjoy the sun, and take a breather from the daily grind. One thing I’ve been thinking about is when people find out that I...

Monday, May 13, 2024

There are a few things I want to highlight for folks in their 70s: 1) Downsize: It rarely makes sense for people to have a large home as they get older. More house = More expenses and more headaches. It is also not practical as...

Friday, May 10, 2024

In the theme of the past few videos of discussing financial planning tips for folks in different ages groups. Today, we will discuss financial advice I would give to someone in their 60s. Let me start by reiterating something I said in...

Wednesday, May 8, 2024

Episode 53 of the "Jonathan on Money" podcast just dropped. This week, we will discuss “Hot Topics in NYS/NYC Residency and Personal Income Taxes” featuring Timothy P. Noonan, Partner - Tax Residency Practice Leader, Hodgson Russ LLP...

Wednesday, May 8, 2024

Today we’re going to discuss “What financial advice I would give to someone in their 50s?” 1) Consolidate your investment accounts as much as possible: One of the biggest challenges for folks approaching retirement is having a mess of...

Monday, May 6, 2024

Today we’re going to discuss “What financial advice I would give to someone in their 40s?” As I mentioned in my previous videos, there is plenty of advice I can give to a person in ANY age bracket, but I will limit my comments to just...

Friday, May 3, 2024

I enjoyed hosting Webinar # 2 in the ParkBridge Spring webinar series yesterday morning on “Hot Topics in New York State and New York City Residency and Personal Income Taxes.” Thank you to guest presenter Timothy Noonan, Partner - Tax...

Friday, May 3, 2024

Today we’re going to discuss “What financial advice I would give to someone in their 30s?” As I mentioned in my previous video, there is plenty of advice I can give to a person in ANY age bracket, but I will limit my comments to just a...

Thursday, May 2, 2024

Webinar Transcript (5/2/2024): “Hot Topics in NYS/NYC Residency and Personal Income Taxes Host: Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management (Contact: jonathan@parkbridgewealth.com)...

Thursday, May 2, 2024

Today we’re going to discuss “What financial advice I would give to someone in their 20s?” So, there is plenty of advice I can give, but I will limit my comments to just a few short points. There are two main pieces of advice. 1) Start...

Friday, April 26, 2024

Last year I received this timely question: “Leading up to Pesach, and over the holiday itself, I was inundated on social media with pictures from upscale Pesach programs. The pictures were of five-star hotels and resorts, an...

Friday, April 19, 2024

. Today we will discuss Stage 4 of an investors journey, which is The investor who is simple: The aspirational stage for investors is simplicity. This may sound counterintuitive, especially for folks who have developed a meaningful...

Friday, April 19, 2024

My latest article in The Jewish Press is entitled "The Seder’s Annual Reminder: How To Be More Intentional With Our Finances." A MUST read before your seder. Should stimulate profound conversations about your money, values, and the...

Thursday, April 18, 2024

In the theme of the upcoming Passover holiday we will continue our discussion on financial planning lessons from the seder. In particular discussing the four sons of investing. Yesterday we discussed the son the wise son. Who turned...

Thursday, April 18, 2024

Jonathan Shenkman, ParkBridge Wealth Management: Good morning and welcome to the start of the Park Bridge Wealth Management Spring Webinar Series. This program is entitled The Latest and Greatest and aggressive tax strategies. As...

Thursday, April 18, 2024

I enjoyed kicking off the ParkBridge Wealth Management Spring webinar series this morning on the topic “The Latest and Greatest in Aggressive Tax Strategies.” Thank you to guest presenter Matthew E. Rappaport, Esq., LL.M., Vice...

Wednesday, April 17, 2024

Episode 52 of the "Jonathan on Money" podcast just dropped. This week I will be discussing "39 Personal Finance Lessons In Honor Of My 39th Birthday." You can check it out on Apple, Spotify, my website (https://www.parkbridgewealth...

Tuesday, April 16, 2024

In the theme of the upcoming Passover holiday we will continue our discussion on financial planning lessons from the seder. In particular discussing the four sons of investing. Yesterday we discuss the son who doesn’t know how to ask....

Monday, April 15, 2024

In the theme of the upcoming Passover holiday, over the next week or so we’re going to discuss financial planning lessons from the seder. So, One of my favorite parts of the haggadah is the section about the four sons. The text reads:...

Friday, April 12, 2024

Today we will conclude our discussion on why The Most Important Financial Decision most people make is Who they Decide To Marry.” Specifically, we are going to discuss the dangers of not agreeing on big money issues with your spouse....

Friday, April 12, 2024

Check out my latest article in Kiplinger on "11 Truths That All Investors Must Accept." Many of these truths are hard for sophisticated people to accept, but they are all true. The sooner you come to that realization, the better off...

Thursday, April 11, 2024

Check out my latest article in The Jewish Press on "Remembering Daniel Kahneman: The ‘Zeidy’ of Behavioral Economics."An investor's behavior is the most important aspect of successful investing. If you can't overcome your natural...

Thursday, April 11, 2024

Episode 51 of the "Jonathan On Money" podcast just dropped!This week's episode is entitled: "Personal Finance Rules Of Thumb (With A Frum Twist)"You can check it out on Apple, Spotify, my website OR wherever you get your podcasts.You...

Tuesday, April 9, 2024

Today, we will discuss a spouse who is either Supportive or critical of professional pursuits: It’s rare for someone to leave high school, college, or even graduate school, and immediately start earning a high salary. Starting a...

Monday, April 8, 2024

Today we’re going to continue our discussion on why The Most Important Financial Decision most people make is Who they Decide To Marry.” Specifically, we are going to cover a spouses Money mindset: It’s important to evaluate whether...

Friday, April 5, 2024

Today we’re going to continue our discussion on why The Most Important Financial Decision most people make is Who they Decide To Marry.” Specifically, we are going to cover whether your spouse is an Investor or hoarder of cash: Most...

Thursday, April 4, 2024

Today we’re going to continue our discussion on why The Most Important Financial Decision most people make is Who they Decide To Marry.” Specifically, we will focus on, Money expectations. Some people are delusional about their...

Wednesday, April 3, 2024

Today we’re going to discuss why The Most Important Financial Decision most people make is Who You Decide To Marry.” When most people think about “their most important financial decision” many people typically include items related to...

Wednesday, April 3, 2024

Episode # 50 of the “Jonathan on Money” podcast just dropped! This week's episode is entitled "Are Annuities A Good Investment?" You can check it out on Apple, Spotify, my website (https://www.parkbridgewealth.com/podcasts) OR...

Tuesday, April 2, 2024

Today we’re going to continue our discussion on women & wealth with a focus on Estate Planning Considerations for Married & Single Women and explain their distinct planning needs. Married women: It’s important for married individuals...

Monday, April 1, 2024

Today we’re going to continue our discussion on women & wealth and, the topic I want to discuss today is Estate Planning Considerations for High-net-worth Women: Estate Planning Statistics show that the majority of women will be...

Friday, March 29, 2024

This week in The Jewish Press I discussed "Personal Finance Rules Of Thumb (With A Frum Twist)." To say this article will be life altering is the understatement of the century! You can READ the full article here. #JonathanOnMoney...

Thursday, March 28, 2024

Today we’re going to continue our discussion on women & wealth. The topic I want to discuss today is Long-term Care Planning for Women: Rising long-term care costs is an issue facing all Americans. Since, on average, women live longer...

Wednesday, March 27, 2024

Today, we’re going to continue our discussion on women & wealth since it is Women’s history month. I threw in this pink headbank. My daughters thought it would spice up my outfit and women would appreciate it. I’m clueless on fashion...

Wednesday, March 27, 2024

Episode 49 of the “Jonathan on Money” podcast just dropped! This week's episode is entitled "ESG investing - Matching Investors Portfolios With Their Values." You can check it out on Apple, Spotify, my website (https://www...

Tuesday, March 26, 2024

Today we’re going to continue our discussion on women & wealth. Since it is Women’s history month, The videos through the end of March will be on this topic. So, the topic I want to discuss today is some background information on...

Monday, March 25, 2024

Today we’re going to continue our discussion on women & wealth. Since it is Women’s history month, The videos through the end of March will be on this topic. The topic I want to discuss today is Social Security Credits & Retirement...

Friday, March 22, 2024

Today we’re going to continue our discussion on women & wealth. Since it is Women’s history month, The videos through the end of March will be on this topic. Today, I want to discuss Women & Retirement, specifically today I want to...

Thursday, March 21, 2024

Today we’re going to continue our discussion on women & wealth. Since it is Women’s history month, The videos through the end of March will be on this topic. Specifically, today we will discuss Women & Investor Psychology: The field of...

Wednesday, March 20, 2024

Today we’re going to continue our discussion of women & wealth. Since it is Women’s history month, The videos through the end of March will be on this topic. Specifically, I will discuss Women & Gray Divorce. The term “gray divorce”...

Wednesday, March 20, 2024

Episode 48 of the “Jonathan on Money” podcast just dropped! This week's episode is entitled “Women and Wealth: Challenges and Strategies for Female Clients" You can check it out on Apple, Spotify, my website (https://www...

Tuesday, March 19, 2024

Today we’re going to continue our discussion of women & wealth. Since it is Women’s history month, The videos through the end of March will be on this topic. After a prenup, which I discussed in the last video, the next...

Monday, March 18, 2024

Today we’re going to continue our discussion of women & wealth. Since it is Women’s history month, The videos through the end of March will be on this topic. Today's focus will be on Why women need a prenuptial...

Friday, March 15, 2024

This week in The Jewish Press I discussed a listener's questions on whether "Are Annuities A Good Investment?" Annuities have a bad reputation, and rightfully so. In my opinion, they are a jungle of high fees, moving parts, and lack of...

Friday, March 15, 2024

My latest article in Barron's on "Forget ESG. 5 Ways One Advisor Helps Clients Match Their Investments With Their Values."You can READ the full article here...

Friday, March 15, 2024

Today we’re going to continue our discussion of women & wealth. Since it is Women’s history month, The videos through the end of March will be on this topic and TODAY I will discuss Recurring Themes that come up when...

Thursday, March 14, 2024

Topic: “Women and Wealth: Challenges and Strategies for Female Clients" (3/14/2024 @ 8:30am)  Host/Presenter: Jonathan I. Shenkman, President & Chief Investment Officer, ParkBridge Wealth Management...

Thursday, March 14, 2024

ParkBridge Wealth Management hosted an informative and timely webinar this morning on "Women and Wealth: Challenges and Strategies for Female Clients." It was presented by President & CIO, Jonathan I. Shenkman, AIF® to a national...

Thursday, March 14, 2024

Today we’re going to discuss women & wealth. Since it is Women’s history month, The videos through the end of March will be on this topic and TODAY I will share some statistics to set the stage for more in depth planning...

Wednesday, March 13, 2024

Today we’re going to discuss financial advisory fees based on a question I received from a friend recently. The question was as follows: Q: I’m looking for a financial advisor, but everyone I had spoken to charges a...

Wednesday, March 13, 2024

Episode # 47 of the “Jonathan on Money” podcast just dropped! This week's episode is entitled "Money lessons from the Golden Calf, Vanderbilts, And Touro Synagogue.”You can check it out on Apple, Spotify, my website...

Tuesday, March 12, 2024

Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, will discuss what you should do with a 401(k) from a previous employer. Specifically, he will highlight the merits of moving the money into your IRA.  You can...

Friday, March 8, 2024

Today we are going to continue our discussion on what to do with money from an old 401k plan. Specifically, we will discuss Doing nothing and keeping the money where it is. So, This is the default approach since it requires...

Thursday, March 7, 2024

Today we are going to continue our discussion on what to do with money from an old 401k plan. Specifically, today I will discuss the concept of Making sure to keep the 401k money in an account that has the same tax treatment: The two...

Thursday, March 7, 2024

Check out my latest article in Forbes on "Wealthy Families: Consider These Planning Ideas Before ‘The Sunset’" Timely thoughts for high-net-worth investors. You can READ the full article here....

Wednesday, March 6, 2024

One Question I get often is about 401k rollovers and it usually goes something like this: I left my previous employer and have an old 401(k) retirement account which I haven’t touched. I have received different suggestions on...

Wednesday, March 6, 2024

This week, join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.   Today, we will discuss will “Estate Planning for U.S...

Tuesday, March 5, 2024

Today we will continue our discussion on the basics of financial planning by using the bucket approach. So, we already discussed all three buckets, the short, medium, and long-term. We will now discuss planning Beyond the...

Monday, March 4, 2024

Today we will continue our discussion on the basics of financial planning by using the bucket approach. We already discussed the short-term bucket and the long-term bucket, so we will now discuss the MID-TERM Bucket: So, Once the...

Friday, March 1, 2024

Today we will continue our discussion on the basics of financial planning by using the bucket approach. We already discussed the short-term bucket, so we will now jump to discuss the LONG-TERM Bucket: Afterall, In terms of...

Friday, March 1, 2024

Don't have a d'var torah yet for shabbos?No worries! I got your back! Check out my latest article in The Jewish Press this week on "The Golden Calf, Vanderbilts, And Touro Synagogue: Money Lessons From The Parsha."Article: You can...

Thursday, February 29, 2024

Topic: “Estate Planning for U.S. Clients who own assets and/or have descendants in other countries (with a special focus on Israel” (2/29/2024)   Host/Moderator: Jonathan I. Shenkman, AIF®, President & CIO,...

Thursday, February 29, 2024

Today we will continue our discussion on the basics. My last set of videos discussed the basics of investing utilizing a birthday cake analogy. Now we will shift gears a bit and discuss the related topic of financial planning...

Thursday, February 29, 2024

ParkBridge hosted an informative and timely webinar this morning to a national audience of accountants, attorneys, and investors on “Estate Planning for U.S. Clients who own assets and/or have descendants in other countries (with...

Wednesday, February 28, 2024

Episode 45 of the “Jonathan on Money” podcast just dropped!This week's episode is entitled “The Most Important Financial Decision: Who You Decide To Marry.”You can check it out on Apple, Spotify, my website...

Wednesday, February 28, 2024

Today we will discuss Eating your cake: So, as we discussed the past few days, The basics of investing involve understanding the important asset classes to include in your portfolio and knowing what you should avoid. The...

Tuesday, February 27, 2024

Today we will discuss the Cherry on top: The maraschino cherry on top of many birthday cakes is unnecessary. They are usually taken off immediately and discarded, unless one grandpa or uncle in the family is willing to eat it. The...

Monday, February 26, 2024

Today we will discuss the Sprinkles portion of an investors birthday cake:  Sprinkles add a little pizazz to the cake. They don’t add much flavor, but some folks get excited by them. The sprinkles in your portfolio are...

Friday, February 23, 2024

Today we will discuss the "Frosting" component of an investors birthday cake. Frosting is the second most important part of any birthday cake and while less important that the cake itself, it is still prudent to include when...

Thursday, February 22, 2024

The cornerstone of any birthday cake is the cake itself. There is no debate about this. Without it, you may have an impractical and unappetizing mess of ingredients on top of each other, but it certainly isn’t a cake. The...

Wednesday, February 21, 2024

Episode 44 of the "Jonathan On Money" podcast just dropped!This week, join Jonathan I. Shenkman, AIF®, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth...

Wednesday, February 21, 2024

Today’s Practical Planning Tip(s) by ParkBridge Wealth Management I will discuss the basics of investing.   Bonus: A ruglech tasting and review (from Ostrovitsky's in Brooklyn)!   If you find this clip helpful give it a...

Tuesday, February 20, 2024

When asked, “what is the most important financial decision you’ve made?,” most people typically include items related to living within their means, saving for the future, investing, estate planning, insurance, and...

Friday, February 16, 2024

Today we are going to conclude our discussion of sticking with your financial new year’s resolutions by focusing on the importance of writing down your goals: Physically writing down your goals and looking at them regularly...

Thursday, February 15, 2024

Today we are going to continue our discussion of sticking with your financial new year’s resolutions by focusing on the fact that It’s OK to be human: Always Remember, that the occasional misstep shouldn’t derail...

Thursday, February 15, 2024

Topic: “CRTs as “Stretch IRA” Substitutes” (2/15/2024 @ 8:30am)  Host: Jonathan I. Shenkman, President & Chief Investment Officer, ParkBridge Wealth Management (Jonathan@ParkBridgeWealth.com) Speaker: Evan...

Thursday, February 15, 2024

I really enjoyed hosting the webinar this morning on “CRTs as “Stretch IRA" Substitutes” featuring guest presenter, Evan Unzelman, Chief Executive Officer, CRT Experts, LLC. This program was given to a national...

Wednesday, February 14, 2024

Being held accountable: One helpful way to stay on track with a goal is partnering with another person who has your best interest at heart. When learning Torah, this may be by having a regular chavrusa or chaburah....

Tuesday, February 13, 2024

For Today’s Practical Planning Tip I am going to share some thoughts on Sticking With Your Learning And Financial Resolutions with a focus today on the importance of keeping things seamless. So, When creating new habits,...

Monday, February 12, 2024

For Today’s Practical Planning Tip I am going to share some thoughts on Sticking With Your Learning And Financial Resolutions with a focus today on the importance of keeping it simple. So, It’s a few weeks into the New Year...

Friday, February 9, 2024

For Today’s Practical Planning Tip I am going to share some thoughts on tackling a bucket list in retirement:   I feel like there is a lot I can say about this but let me discuss just a few points: 1) I don't think...

Thursday, February 8, 2024

Today’s Practical Planning Tip I will discuss how to start a hedge fund. I don’t run a hedge fund and don’t invest in them, However, I do get asked about them frequently. Also, over the...

Wednesday, February 7, 2024

Today’s Practical Planning Tip from my grandfather is Leaving a legacy: When it comes to leaving a legacy, people often focus on the financial aspects of proper planning. However, I would argue that a legacy is not only...

Wednesday, February 7, 2024

Episode 42 of the "Jonathan On Money" podcast just dropped!This week, join Jonathan I. Shenkman, AIF®, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning...

Tuesday, February 6, 2024

Today’s Practical Planning Tip from my grandfather is Learning from your investment mistakes: It’s axiomatic that a sound investing process minimizes one’s mistakes. However, nothing is foolproof. The important...

Monday, February 5, 2024

Today’s Practical Planning Tip from my grandfather is having A framework for giving: Philanthropy is a big focus for some retirees upon reaching a certain age. My grandfather gave throughout his life, always following his...

Friday, February 2, 2024

Today’s Practical Planning Tip from my grandfather is what it means to have A fulfilling retirement: My grandfather had a small business selling and installing draperies. He told me that he stopped working when he no longer...

Friday, February 2, 2024

This week in The Jewish Press I answered a reader's question, which comes up extremely often in my practice about "We Just Sold Our Home For $2.5 Million – What Do We Do With This Money?" The quick answer is the funds to...

Friday, February 2, 2024

Enlightening, timely, and informative webinar given yesterday on “Spousal Lifetime Access Trusts for Mass Affluent ($1-10M) taxpayers” featuring my esteemed guest lecturer Martin Shenkman.The program was hosted by...

Friday, February 2, 2024

Webinar Transcript (2/1/2024): “Spousal Lifetime Access Trusts for Mass Affluent ($1-10M) taxpayers”  Host: Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management...

Thursday, February 1, 2024

Check out my latest article in Forbes on "6 Financial Planning Considerations In A High Rate Environment."Article: https://www.forbes...

Thursday, February 1, 2024

Today’s Practical Planning Tip from my grandfather is Proactively downsizing: After my grandfather retired, he and my grandmother sold their house and moved to a smaller home in a nearby community. Many retirees hesitate...

Wednesday, January 31, 2024

In the theme of Holocaust Remembrance Day, which just passed, we will continue on our theme of investment advice from my grandfather, who was a holocaust survivor AND one of my first clients. The power of optimism: The 2008-2009...

Tuesday, January 30, 2024

In the theme of Holocaust Remembrance Day, which just passed, we will continue on our theme of investment advice from my grandfather, who was a holocaust survivor AND one of my first clients. Today’s Practical Planning Tip from...

Tuesday, January 30, 2024

My last article in the Jewish Press discussed "Sticking With Your Learning And Financial Resolutions In 2024 And Beyond." Enjoy! Article: https://www.jewishpress...

Monday, January 29, 2024

It was an honor to have my article published in the print edition of Barron's last week. Since I entered the financial services field nearly 17 years ago I've been reading Barron's religiously, so this was especially exciting for me...

Monday, January 29, 2024

In the theme of Holocaust remembrance day, which just passed, for the next week and a half I will discuss investment lessons I learned from my Zeidy, or grandfather, who was a holocaust survivor and also one of my first clients. Also,...

Friday, January 26, 2024

Episode 40 of the "Jonathan On Money" podcast just dropped!This week, join Jonathan I. Shenkman, AIF®, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning...

Thursday, January 18, 2024

Today’s Practical Planning Tip we will conclude our discussion on Money Advice Every Parent Should Give Their Children. Today’s piece of advice is to teach your kids the importance of NEVER trying to ‘keep up with the...

Wednesday, January 17, 2024

Today’s Practical Planning Tip we will continue our discussion on Money Advice Every Parent Should Give Their Children. Today’s piece of advice is to teach your kids the importance of Understanding how credit cards...

Wednesday, January 17, 2024

Episode 39 of the "Jonathan On Money" podcast just dropped! This week's episode is entitled "Should I Pay For The Young Couple’s Shana Rishona In Israel."  You can check it out on Apple Podcasts, Spotify, my website...

Tuesday, January 16, 2024

Topic: “Use it or Lose it - Securing the use of the $13 Million+ Federal Estate, Gift and GST Tax Exemptions before Sunset” (1/16/2024 @ 8:30am)   Host: Jonathan I. Shenkman, President & Chief Investment Officer,...

Tuesday, January 16, 2024

This morning, ParkBridge Wealth Management was fortunate to host another fantastic webinar to a national audience of CPAs, attorneys, wealth advisors, and high-net worth families. The program is entitled “Use it or Lose it -...

Tuesday, January 16, 2024

Today’s Practical Planning Tip(s) by ParkBridge Wealth Management will continue to discuss Money Advice Every Parent Should Give Their Children. Today we will focus on the importance of enrolling in employer’s retirement...

Monday, January 15, 2024

Today’s Practical Planning Tip we will continue our discussion on Money Advice Every Parent Should Give Their Children. Avoid lifestyle creep: You can get immense joy in life without spending increasingly more money in an...

Friday, January 12, 2024

Today’s Practical Planning Tip we will continue our discussion on Money Advice Every Parent Should Give Their Children. View college as an investment: Student debt may be the single biggest financial mistake people make....

Thursday, January 11, 2024

Today’s Practical Planning Tip we will discuss Money Advice Every Parent Should Give Their Children. Clients often ask me for advice on the best way to educate their children about money. Properly educating one’s kids about...

Wednesday, January 10, 2024

Today’s Practical Planning Tip will CONCLUDE our conversation on my firm’s outlook for the New Year. Today we will discuss how in 2024 investors should Avoid “exciting” investments: There is a tendency for...

Wednesday, January 10, 2024

Webinar Transcript (1/4/2024): “Long Term Care Costs and Options at Varying Degrees of Wealth”  Host: Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management...

Wednesday, January 10, 2024

Episode 38 of the "Jonathan On Money" podcast just dropped!This week, join Jonathan I. Shenkman, AIF®, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning...

Tuesday, January 9, 2024

Today’s Practical Planning Tip will continue our conversation on my firm’s outlook for the New Year. Avoid abandoning asset classes that have underperformed: At the risk of sounding like a broken record, something I...

Monday, January 8, 2024

Today’s Practical Planning Tip we will discuss how in 2024 investors should Avoid waiting for more favorable market conditions to purchase a home: Mortgage rates are high and real estate is expensive. This trend may continue...

Friday, January 5, 2024

Today’s Practical Planning Tip will continue our conversation on my outlook for 2024. Avoid keeping too much money in cash: The yields on money market accounts were extremely attractive in 2023 (with yields being over 5% for...

Thursday, January 4, 2024

Today’s Practical Planning Tip will cover my outlook for the year, continuing on the same theme from the past few days. Today’s tip for 2024 is to AVOID mixing politics and your portfolio: This is an especially important...

Thursday, January 4, 2024

I enjoyed hosting this webinar today on “Long Term Care Costs and Options at Varying Degrees of Wealth” featuring industry legend, Elizabeth Forspan. The program was given to a national audience of CPAs, attorneys, wealth...

Wednesday, January 3, 2024

Episode 37 of the "Jonathan On Money" podcast just dropped!This week's episode is entitled "6 Strategies to Lower Your Taxes in Retirement."You can check it out on Apple Podcasts, Spotify, my website (https://lnkd.in/eHqQfVqg) OR...

Wednesday, January 3, 2024

Today’s Practical Planning Tip will cover my outlook for the year, continuing on the same theme from the past few days. AVOID loss aversion: Humans tend to experience the pain of losses more intensely than they feel the pleasure...

Tuesday, January 2, 2024

Today’s Practical Planning Tip will cover my outlook for the year, with a focus on what to AVOID. Where at that time of year where every Wall Street bank and investment firm comes out with their predictions for the coming year....

Monday, January 1, 2024

Today’s Practical Planning Tips will cover two important suggestions on how to support Israel during these difficult times. I will discuss divesting from certain companies and spiritual investments.  DIVESTING from companies...

Monday, January 1, 2024

Today is my Zeidy’s fourth yartzeit. Last year I wrote an article in The Jewish Press about investing and retirement lessons I learned from my grandfather. It’s timeless advice for people of all ages.“My grandfather,...

Friday, December 29, 2023

Today’s Practical Planning Tips will cover TWO important suggestions on how to support Israel during these difficult times. I will discuss investing in Israeli debt and also investing in Israeli based companies. Investing in...

Thursday, December 28, 2023

Today’s Practical Planning Tips will cover two important suggestions on how to support Israel during this difficult times. First, I will discuss offering your financial support through giving TZEDAKAH and second, I will...

Wednesday, December 27, 2023

Episode 36 of the "Jonathan On Money" podcast just dropped!This week's episode is entitled "Seven Ways To Invest In Israel Today Given The War In Gaza", an important quote from FDR, and listener questions.You can check it out on Apple...

Wednesday, December 27, 2023

ParkBridge Wealth Management was fortunate to host 19 wealth planning webinars in 2023.Thank you to all our esteemed presenters this year!If you would like to be NOTIFIED of our upcoming LIVE webinars, you can sign up here: https://www...

Tuesday, December 26, 2023

Today’s Practical Planning Tip will cover whether it’s important to have a diverse board of directors in order for a company to have good stock market performance? The short answer is it may be important, but let’s...

Friday, December 22, 2023

Today’s year-end planning tip will cover Investing or Paying off debt. This is not exclusively related to year-end planning, but is relevant for planning in a high interest rate environment and should be discussed with clients...

Thursday, December 21, 2023

Today’s year-end planning tip will cover Alternative Minimum Tax Considerations With Incentive Stock Options. The alternative minimum tax or AMT is an alternate tax calculation that is computed by removing many of the typical...

Wednesday, December 20, 2023

Today’s year-end planning tip will cover the topic of Income tax planning ideas. The first important item to consider is utilizing tax projections to help lower your tax bill in the future. This is something your CPA can help you...

Wednesday, December 20, 2023

Episode 35 of the "Jonathan On Money" podcast just dropped! This week, join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics. This...

Tuesday, December 19, 2023

Today’s year-end planning tip will cover the topic of Planning for business owners. Transforming net operating losses or NOLs into tax-free income with a Roth IRA conversion: Business owners who will record a net operating loss...

Monday, December 18, 2023

Today’s year-end planning tip will cover the topic of Budgeting expense goals for the coming year. It’s always essential for investors to assess their expenses and plan ahead for the future. Given the challenging economic...

Sunday, December 17, 2023

Today’s year-end planning tip will cover Employer retirement plans. Assess contributions made this year: You should Review how much money you contributed to your employer retirement plan this year. If you are financially able to,...

Friday, December 15, 2023

Today’s year-end planning tip will cover Tax loss harvesting. Tax-loss harvesting is the process of selling securities at a loss to offset a capital gains tax liability. When reviewing investment portfolios, you should determine...

Thursday, December 14, 2023

Episode 34 of the "Jonathan On Money" podcast just dropped! Institutions of higher education have been in the news quite a bit recently given their facilitation of antisemitism on campus. The question is whether college is still a...

Thursday, December 14, 2023

Today’s year-end planning tip will cover 529 Contributions: With institutions of higher education in the news a lot recently given their role in fostering antisemitism on campus, this is an especially timely topic assuming you...

Thursday, December 14, 2023

I enjoyed hosting this morning's webinar featuring the K. Eli Akhavan who presented on “Selecting an Asset Protection Plan – Strategies and Pitfalls.” The program was given to a national audience of attorneys, CPAs,...

Wednesday, December 13, 2023

Today’s year-end planning tip will cover types of Strategies with LESS appeal in a high interest rate environment. Some strategies to potentially avoid include: A grantor retained annuity trust, or a GRAT, an intentionally...

Tuesday, December 12, 2023

Today’s year-end planning tip will cover types of Planning to consider in a high interest rate environment: So, Interest rates are important for more than just lending and bond investments. There are several types of estate...

Monday, December 11, 2023

In October 2024, I decided to rename my firm “ParkBridge Wealth Management.” The rebranding process may feel overwhelming, but having a comprehensive list of items to tackle makes the process far more seamless. This is NOT...

Sunday, December 10, 2023

Today’s year-end planning tip will cover Strategic gifting strategies: As a result of the continued market volatility and challenging economy in 2023, certain assets may be depressed in value. Gifting these depressed assets,...

Friday, December 8, 2023

Today’s Practical Planning Tip By ParkBridge Wealth Management will discuss the year-end planning idea of " Year-end estate planning considerations." The federal unified estate and gift tax exemption for 2023 has been at an...

Friday, December 8, 2023

In the financial planning world, year-end is an important time of year. The end of the secular year typically coincides with certain deadlines. It is also a great opportunity to set the stage for a financially successful new year...

Thursday, December 7, 2023

Today’s year-end planning tip will cover Review your beneficiary designations. Retirement accounts and insurance policies have beneficiary designations that pass OUTSIDE of one’s will. Therefore, even if you did estate...

Wednesday, December 6, 2023

Today's year-end planning time is Roth IRA conversions. A Roth IRA conversion is the process of transferring retirement funds from a traditional IRA, SEP, or 401(k) into a Roth account. Since a Traditional IRA is tax-deferred...

Wednesday, December 6, 2023

Episode 33 of "Jonathan On Money" just dropped!This week we’re going “IN FOCUS” where we explore more advanced wealth planning topics. Today, we will discuss “ “Last Minute 2023 Wealth Planning Ideas:...

Tuesday, December 5, 2023

Today’s year-end planning tip will cover Charitable Giving before year-end. When it comes to giving charity there are a myriad of creative options this year. Let’s discuss just a few in the next minute or so. Deduction for...

Monday, December 4, 2023

Check out the latest Practical Planning Tip by ParkBridge Wealth Management on Year-end Dos and Don'ts. You can view the clip by clicking here.

Monday, December 4, 2023

At the start of 2023, prior year uncertainty and economic turbulence persisted, which caused concerns and market volatility. However, as we approach the end of 2023, there is cause for optimism. The market has rebounded, economic data...

Monday, December 4, 2023

Check out the latest Practical Planning Tip by ParkBridge Wealth Management on Being intentional with your Required Minimum Distributions (RMDs). Required Minimum Distributions, or RMDs, generally apply to folks 73 or older. If...

Wednesday, November 29, 2023

Check out my thoughts in the "Guide to Wealth" section in Barron's this past week. The article is entitled "How to Tweak Your Investments for a More Normal Market."You can read the whole article my clicking here.Honored to be...

Friday, November 24, 2023

Every year as Thanksgiving approaches, I feel inclined to take note of the blessings in my life. This has been a more challenging endeavor when looking back on the past year. The economy has been shaky, with many experiencing layoffs...

Friday, November 24, 2023

The core focus of retirement planning is on the accumulation of assets to live out one’s golden years. This includes regularly contributing to retirement accounts and investing those funds appropriately. Although this is...

Thursday, November 23, 2023

This week I share a speech I gave on 11/11 at the Young Israel of Flatbush/Talmud Torah on the topic of "The most pressing financial issues facing the frum community today." It was an honor to be part of their Fall lecture series and...

Wednesday, November 15, 2023

This week we’re going “IN FOCUS” where we explore more advanced wealth planning topics. Today, we will discuss “Moving to Israel: Top Financial Planning Considerations” featuring:Boaz Feinberg, Leading...

Friday, November 10, 2023

When I discuss college planning strategies with clients, I typically focus on how to afford these steep tuition costs. Usually this involves utilizing tax advantaged 529 college savings accounts and other financial strategies....

Thursday, November 9, 2023

In my latest webinar we covered the topic of “Moving to Israel: Top Financial Planning Considerations." Presenter, Boaz Feinberg, Leading Partner in the Tax Department, Arnon Tadmor – Levy, discussed the tax considerations...

Wednesday, November 8, 2023

My latest article in Kiplinger was published this week on "Are You Ready to Retire? Find Out With This 10-Item Checklist" One common concern among folks in their 60s is determining a prudent time to retire. After decades in the...

Friday, November 3, 2023

My latest article in Forbes was published this week on "Retirement And Investing Consideration For Orthodox Jewish Families." Every community has social pressures that may cause an individual to make bad financial decisions. This...