ParkBridge Investor Insights: The Thirteen Principles Of Wealth
Jonathan I. Shenkman, AIF?
President & Chief Investment Officer at ParkBridge Wealth Management
Happy June!
Welcome to the?ParkBridge?Wealth Management monthly newsletter.?
In this month’s newsletter I cover a wide range of topics including: The 13 Principles of Wealth, Rethinking your Bucket List in Retirement, ?Confirmation Bias And What The Media Can Teach Us About Personal Finance, and more.
Scroll down to:
· READ my recent articles
· WATCH my recent webinars
· SIGN-UP for my upcoming LIVE webinars
· SUBSCRIBE to my weekly podcast
· CHECK-OUT additional educational content
Questions, comments, or looking for advice, reach out via e-mail:?[email protected]
Have a great month!
Sincerely,
Jonathan
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:
6/11/2024: “The Importance of Planning, Preparing and Protecting for Families Before & After Marriage” featuring Lisa S. Presser, Esq. and Brian M. Balduzzi, Esq. LL.M., MBA, CFP?, CEPA?, AEP of Faegre Drinker Biddle & Reath LLP hosted by Jonathan I. Shenkman Watch Video or Read Transcript ?
5/30/2024: “Qualifying as Qualified Small Business Stock (Section 1202)” featuring Andrew S. Katzenberg, Esq., LL.M. of ArentFox Schiff LLP hosted by Jonathan I. Shenkman Watch Video or Read Transcript
5/16/2024: “Unraveling the Challenges in Estate Planning: Navigating Copyright Law and Preserving Creator Intent” featuring Marc Misthal, Esq. and Michelle Yeung, Esq. of Offit Kurman hosted by Jonathan I. Shenkman, AIF? 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):
My FALL webinar series will be announced in a few weeks.
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 62: Personal Finances Lessons For All The Dads Out There!
Episode 61: IN FOCUS: “Marital Miss: The Importance of Planning, Preparing and Protecting for Families Before (and After) a Loved One Marries”
Episode 60: Thoughts on Universal Basic Income
Episode 59: IN FOCUS: “Qualifying as Qualified Small Business Stock (Section 1202)”
Episode 58: The Summer Financial Challenge
Episode 57: IN FOCUS: “Unraveling the Challenges in Estate Planning: Navigating Copyright Law and Preserving Creator Intent”
About the host:
Jonathan I. Shenkman, AIF?,?is the President and Chief Investment Officer of?ParkBridge?Wealth Management. In that role he serves as a financial advisor, portfolio manager, and Accredited Investment Fiduciary to his clients.?
Jonathan specializes in working with his clients to comprehensively address all aspects of wealth management and investments. He has deep experience developing creative retirement saving strategies for high earners, managing the proceeds from the sale of a business or other major liquidity events, and generating tax efficient cash flow to meet a client’s income needs. Additionally, Jonathan spends much of his time working together with his client’s other trusted advisors to help facilitate and manage various tax, estate, and financial planning strategies.?
Jonathan is a thought leader in his field. He has facilitated over 300 symposia geared towards accountants and attorneys on various cutting edge topics in the area of wealth management. He is also a prolific writer with works published in Barron's, Bloomberg, CCH, CNBC, Forbes, Fortune, Kiplinger, MarketWatch, MSN,?NASDAQ.COM, Leimberg Information Services, TaxStringer, WealthManagement.com, Trust & Estates Magazine, The Jewish Press, The CPA Journal, The Wall Street Journal, US News & World Report, and Yahoo! Finance. He is also the recipient of the 2018 Rising Star award through Trust & Estates Magazine and Expert Wealth Management Panelist for the Wall Street Journal.
Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS or Kestra AS are not affiliated with?ParkBridge?Wealth Management.?ParkBridge?Wealth Management does not offer tax or legal advice.?https://bit.ly/KF-Disclosures