Episode 167: IN FOCUS: Mid-Year Money Check-In - The 2026 Trends That Are Impacting Your Wealth

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 go IN FOCUS where we explore more advanced wealth planning topics.

Today, Jonathan Shenkman from ParkBridge Wealth Management will be discussing “Mid-Year Money Check-In: The 2026 Trends That Are Impacting Your Wealth.”

By way of background, this episode will be a fast-paced mid-year briefing highlighting the key forces shaping portfolios and financial plans in 2026. We’ll cover how AI is influencing investor behavior and the wealth-management landscape, the market impact of the Iran war, the shift away from U.S. market concentration and what it means for diversification. We’ll also review important 2026 tax and estate-planning changes affecting high-net-worth families, along with updates on interest rates, inflation, and election-year dynamics, and more. The goal is for listeners to have a clear understanding of the year’s most important developments and how to position portfolios strategically for the future.

***UPCOMING LIVE FALL WEBINAR: My FALL webinars will be sent out in the coming weeks. You can register to get notified of upcoming events here: www.ParkBridgeWealth.com/Webinars***

M latest book, “D is for Diversification: The ABCs of Personal Finance” is now available on Amazon or at www.JonathanOnMoney.com. It is a great way to support these podcasts.

Stay connected:

1) Questions? Comments? Media Inquiries? Reach out to Jonathan@ParkBridgeWealth.com

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars

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