Jonathan Shenkman

Jonathan Shenkman, the President and Chief Investment Officer of Park Bridge Wealth Management, offers valuable insights on smart investing for 2025. He emphasizes a cautious approach, steering clear of chasing high returns. Shenkman discusses the importance of understanding investment time horizons and tailoring strategies based on individual goals. He also highlights short-term options and the significance of automation in investment decisions, alongside promoting informed charitable giving linked to tax benefits for better financial outcomes.