Broker Check

Articles authored in 2024 by Jonathan I. Shenkman

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, Bloomberg, and The Jewish Press.


You can check out the compilation to all my work this past year in the links below.


12/27/2025The Jewish PressParkbridge’s Market Outlook: Pharaoh’s Dreams & Investing In 2025
12/19/2024Orthodox UnionCreative Ways to Give to Charity Before Year-End
12/16/2024Barron'sHow I Use AI in My Wealth Management Practice
12/13/2024The Jewish PressLavan & The Financial Fraudsters Amongst Us
12/7/2024Kiplinger25 Financial Moves to Consider Before December 31
11/29/2024The Jewish PressParshat Toldot: Financial Planning Lessons To Empower Future Generations And Avoid Family Conflict
11/29/2024Forbes2024 Year-End Financial Planning Checklist
11/27/2024Forbes2024 Year-End Investment Checklist
11/27/2024BloombergThe Best New Year’s Resolutions Start (Very) Early
11/15/2024The Jewish PressLech Lecha: The Oldest And Most Effective Financial Planning Strategies
11/5/2024Barron'sIt’s Election Day, and Investors Have the Jitters. How to Stay Calm.
11/1/2024The Jewish PressPolitics & Your Portfolio: Investment Dos And Don’ts During The Election Season
10/21/2024Barron'sA Financial Advisor’s Guide to Keeping Clients From Making Money Mistakes Around the Election
10/16/2024The Jewish PressWhere Do I Park My Cash Now That Rates Are Falling?
10/15/2024The Wall Street JournalIf You Really, Really Need to Lend Money to Friends or Family…
9/27/2024The Jewish PressBuying New Clothes And Jewelry Before Sukkot
9/17/2024ForbesHow Perfection Will Derail Your Retirement
9/13/2024The Jewish PressSpending Money On Things Vs. Experiences
8/30/2024The Jewish PressPaying For A Wedding: When Machatanim Disagree
8/23/2024The Jewish PressMoney Lessons From The XXXIII Olympiads: Trust The Process
8/9/2024The Jewish PressThe Destruction of Wealth: Six Wealth Killers Every Investor Should Avoid
7/25/2024The Jewish PressLiving Dangerously: A Theme For The Three Weeks And Investing
7/23/2024Forbes4 Signs That You May Need A Financial Advisor In Retirement
7/22/2024Barron'sSomeday You Will Have to Spend Your Nest Egg. Why You Need to Plan Ahead for That.
7/11/2024The Jewish PressHow Can So Many People Afford To Do Construction?
6/28/2024The Jewish PressShould You Buy Nvidia
6/14/2024The Jewish PressThe Thirteen Principles Of Wealth
5/31/2024ForbesRethinking Your “Bucket List” In Retirement
5/30/2024The Jewish PressConfirmation Bias And What The Media Can Teach Us About Personal Finance
5/20/2024Barron'sOrthodox Jewish People Have Specific Financial Needs: 4 Things to Know
5/17/2024The Jewish PressThe Great New York Earthquake Of 2024: Lessons For Financial Preparedness
4/19/2024The Jewish PressThe Seder’s Annual Reminder: How To Be More Intentional With Our Finances
4/17/2024Forbes39 Personal Finance Lessons In Honor Of My 39th Birthday
4/11/2024Kiplinger11 Truths That All Investors Must Accept
4/10/2024The Jewish PressRemembering Daniel Kahneman: The ‘Zeidy’ of Behavioral Economics
3/28/2024The Jewish PressPersonal Finance Rules Of Thumb (With A Frum Twist)
3/22/2023Barron's5 Ways to Cut Your Taxes on Income Investments
3/14/2024Barron'sForget ESG. 5 Ways One Advisor Helps Clients Match Their Investments With Their Values.
3/14/2024The Jewish PressAre Annuities A Good Investment?
3/6/2024ForbesWealthy Families: Consider These Planning Ideas Before The “Sunset”
3/1/2024The Jewish PressThe Golden Calf, Vanderbilts, And Touro Synagogue: Money Lessons From The Parsha
2/15/2024The Jewish PressThe Most Important Financial Decision: Who You Decide To Marry
2/2/2024The Jewish PressWe Just Sold Our Home For $2.5 Million – What Do We Do With This Money?
1/31/2024Forbes6 Financial Planning Considerations In A High Rate Environment
1/19/2024Barron'sSolving the College Tuition Puzzle Is Only Getting Harder
1/19/2024The Jewish PressSticking With Your Learning And Financial Resolutions In 2024 And Beyond
1/4/2024The Jewish PressParkBridge’s Outlook For 2024: Seven Mistakes To Avoid In The New Year