Jonathan On Money explores various timely topics in personal finance and its intersection with Jewish life. Join Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management as he covers topics in investing, behavioral finance, estate planning, financial planning, taxes, insurance and more. Each show is packed with practical and actionable information.
A must listen for all investors (especially Jewish ones) looking to be more intentional with their money. Also a great source of content for practitioners in the field of wealth management. This includes trust & estate attorneys, accountants, tax advisors, financial planners, insurance professionals, trust officers, and portfolio managers.
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. “ParkBridge Wealth Management” is not affiliated with Kestra IS or Kestra AS. https://www.kestrafinancial.com/disclosures
Hosted on Acast. See acast.com/privacy for more information.
Jonathan On Money explores various timely topics in personal finance and its intersection with Jewish life. Join Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management as he covers topics in investing, behavioral finance, estate planning, financial planning, taxes, insurance and more. Each show is packed with practical and actionable information.
A must listen for all investors (especially Jewish ones) looking to be more intentional with their money. Also a great source of content for practitioners in the field of wealth management. This includes trust & estate attorneys, accountants, tax advisors, financial planners, insurance professionals, trust officers, and portfolio managers.
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. “ParkBridge Wealth Management” is not affiliated with Kestra IS or Kestra AS. https://www.kestrafinancial.com/disclosures
Hosted on Acast. See acast.com/privacy for more information.
Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.
This week, we will go IN FOCUS where we will cover more advanced wealth planning topics.
Today, I discuss “Impact Investing: How To Make A Difference With Your Wealth In 2025 & Beyond?”
By way of background, impact investing, or investments in companies, with the intention to generate a beneficial social or environmental impact alongside a financial return, has been all the rage over the past decade. However, over the past few years, many investors have raised questions about this strategy, the methodology used, and whether it best reflects their intentions. I will share how investors can effectively express their values through their portfolios without the conflict of interests present in many of the products available on the market today.
***UPCOMING LIVE WEBINAR: COMING SOON! TO GET NOTIFIED OF MY UPCOMING LIVE EVENTS REGISTER AT https://www.parkbridgewealth.com/webinars ***
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