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PNWA Monthly Video - September 2023

Navigating the complexities of investment can be challenging, given the intricate dance of market emotions, interest rate uncertainties, and economic predictions. This article delves into the psychological rollercoaster investors often experience, highlighted by a surge in U.S. job openings and the looming spectre of financial instability. We explore economists' struggles to predict recessions and evaluate the S&P 500's valuation metrics in the face of fluctuating market conditions. Furthermore, the ongoing debate between value and growth investment styles is analyzed, offering insights into their dynamic interplay. Each section is illuminated by charts that visually represent these critical financial concepts, aiding both novice and experienced investors in making informed decisions amidst an ever-evolving economic landscape. Dive in to equip yourself with the knowledge and insights needed to navigate these tumultuous financial waters with confidence.

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Douglas Greenberg, a leading financial advisor in Portland Oregon is featured in latest article, Can You Still Trust the Simple Old 4% Retirement Rule? Thumbnail

Douglas Greenberg, a leading financial advisor in Portland Oregon is featured in latest article, Can You Still Trust the Simple Old 4% Retirement Rule?

Navigate the intricacies of the 4% Rule in retirement planning with insights from financial experts. Uncover its origins, common myths, and recent research implications. Douglas E. Greenberg, a distinguished Financial Advisor from Portland, Oregon, weighs in on the myths and realities surrounding this popular yet often misunderstood strategy. Discover how a nuanced, adaptable approach, rather than a rigid adherence to rules, lays the foundation for a secure and prosperous retirement.

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Dodging the Mutual Fund Tax Snare: How to Stay Alert in Declining Markets Thumbnail

Dodging the Mutual Fund Tax Snare: How to Stay Alert in Declining Markets

Unraveling the Mutual Fund Tax Maze: Dive deep into the surprising tax implications of mutual funds, especially in declining markets. Discover strategic moves to safeguard your investments and sidestep unexpected tax burdens. Navigate the investment world with confidence and keep more of your money working for you!

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As ‘Late Boomers’ Fall Behind in Retirement Savings, Experts Offer Tips to Bounce Back Thumbnail

As ‘Late Boomers’ Fall Behind in Retirement Savings, Experts Offer Tips to Bounce Back

Recent research from Boston College unveils a concerning trend: not all baby boomers are equally prepared for retirement. Late boomers, primarily those aged between 51-56, have surprisingly lower retirement savings compared to their older counterparts. Factors such as the 2008 financial crisis, changing demographics, and employment challenges play a role in this disparity. Despite having the potential of a lifetime coverage by 401(k) plans, many of these individuals failed to harness its benefits. However, experts suggest it's not too late. Strategies like maximizing retirement contributions, curbing expenses, and extending employment can help late boomers bridge the financial gap. As retirement concerns surge among Americans, this serves as a lesson on the significance of consistent, long-term investment and planning.

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