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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 any of his latest investing and financial planning insights.

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...

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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...