ParkBridge Investor Insights: Living Dangerously - Managing Risk In Your Portfolio
Jonathan I. Shenkman, AIF?
President & Chief Investment Officer at ParkBridge Wealth Management
Happy August!
Welcome to the?ParkBridge?Wealth Management monthly newsletter.?
In this month’s newsletter I cover a wide range of topics including: Six wealth killers investors should avoid, managing risk within your portfolio, should I loan money to a relative, 7 upcoming webinars in the Fall, and more.
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Questions, comments, or looking for advice, reach out via e-mail:?[email protected]
Have a great month!
Sincerely,
Jonathan
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Jonathan I. Shenkman, AIF?
President | Chief?Investment?Officer
ParkBridge?Wealth Management?
7600 Jericho Turnpike, Suite 302 | Woodbury, NY 11797
P: (201) 575-6275 |?[email protected]
Follow on:?Instagram?|?X?|?YouTube?|?LinkedIn?|?ParkBridge?Blog?????
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READ my recent articles/quotes (to read click on the link):
Check out ALL of my past articles here:?https://www.ParkBridgeWealth.com/articles
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WATCH (or read) my recent webinars:
6/27/2024: “Children & Money: Timeless Strategies To Transmit to The Next Generation” featuring and hosted by Jonathan I. Shenkman, AIF?, President & CIO, ParkBridge Wealth Management Watch Video or Read Transcript
Never miss a webinar by SUBSCRIBING to my YouTube channel:?https://www.youtube.com/@JonathanOnMoney
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SIGN-UP for my upcoming FALL webinars (to register click on the link):
Yeshiva University & ParkBridge: Tax, Estate, and Wealth Planning Symposium (3 CPE/CLE): 9/10 @ 8:30am on Planning for Israel, Charitable giving and Jewish law, and Florida tax planning strategies. Jonathan I. Shenkman will be moderating the program. Open to all! Registration & program agenda: https://us02web.zoom.us/webinar/register/WN_WP2ew8i3QWiHq8hRGP99jw
ParkBridge FALL Webinar # 1:?9/19/2024 @ 8:30am on?“Generation-Skipping Transfer Tax Tricks and Traps”?featuring Bruce D. Steiner, Esq., Of Counsel, Kleinberg Kaplan, Wolff & Cohen, P.C. Register here: https://us02web.zoom.us/webinar/register/WN_rVsnoSVmQPyWpNKd7_aqdA?
ParkBridge FALL Webinar # 2:?10/15/2024 @ 8:30am on “International Estate Planning? - Traps for the Unwary”?featuring K. Eli Akhavan, Esq. Partner, Grant, Herrmann, Schwartz & Klinger LLP. Register here: https://us02web.zoom.us/webinar/register/WN_acbI7_omRKuQt7oNUrTjKw
ParkBridge FALL Webinar # 3:?10/31/2024 @ 8:30am on?“To Trust or Not to Trust: A Tutorial on Trust Planning for Wealthy Families & Their Advisors” featuring Krista M. Fenske, Esq., Cole Schotz P.C. Register here: https://us02web.zoom.us/webinar/register/WN_AF64ll5nQSetJ3y3UpVgww
ParkBridge FALL Webinar # 4:?11/14/2024 @ 8:30am on?“Fundamentals of SSI, SSDI, Medicaid and Medicare Eligibility”?featuring Amy C. O’Hara, Esq., CELA, Partner, Littman Krooks LLP. Register here: https://us02web.zoom.us/webinar/register/WN_7GX0Pk0dSJqer9yyRl1Ryw
ParkBridge FALL Webinar # 5:?11/26/2024 @ 8:30am on?“Last Minute 2024 Wealth Planning Ideas - Ensuring Your Clients Make the Right Moves Before Year-End”?featuring Jonathan I. Shenkman, AIF?, President & CIO, ParkBridge Wealth Management. Register here: https://us02web.zoom.us/webinar/register/WN_J1HPzyczQG6YIJen2Vvgvg
ParkBridge FALL Webinar # 6:?12/12/2024 @ 8:30am on “International Taxation Law in Israel: Are Your Client’s Prepared for the New and Evolving Rules?”?featuring Boaz Feinberg, Partner, Arnon Tadmor-Levy. Register here: https://us02web.zoom.us/webinar/register/WN_BeN3LlrDSjiOXfhbBVnvcw
Want to be notified of ALL my upcoming webinars? SIGN-UP for my webinar distribution list here:?https://www.ParkBridgeWealth.com/webinars
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Podcast: SUBSCRIBE to the “Jonathan On Money” podcast by clicking on link:?Apple Podcasts,?Spotify,?or?Listen on my website
Description: “Jonathan On Money” explores various timely topics in the field of personal finance and its intersection with Jewish life. Recent Episodes include:
Episode 69: The Destruction of Wealth
Episode 68: How many pages should a financial plan be?
Episode 67: Should I loan money to a relative?