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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 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

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...

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...

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...

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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...

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...

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...

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...

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

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...

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...

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)....

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

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...

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...

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

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...

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...

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...

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)...

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

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...

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...

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...

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

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...

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

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...

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....

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...

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...

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

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...

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...

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

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...

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...

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

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...

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”...

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

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...

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

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...

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...

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

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...

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...

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...

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

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....

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...

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...

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...

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

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...

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...

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...

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

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,...

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...

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...

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

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...

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...

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

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...

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

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...

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

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...

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...

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

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...

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

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

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...

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...

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...

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

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

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...

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,...

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...

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

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...

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...

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...

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

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,...

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

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...

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

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...

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

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...

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...

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...

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...

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 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,...

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...

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

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...

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...

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

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...

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...

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

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,...

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

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...

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

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...

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...

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

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:...

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...

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 Being intentional with your Required Minimum Distributions (RMDs). Required Minimum Distributions, or RMDs, generally apply to folks 73 or older. If...

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 Year-end Dos and Don'ts. You can view the clip by clicking here.

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

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...

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...

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...