Thinking about your financial future? Whether you’re planning for retirement, selling a business, or navigating market volatility, the right strategy can make all the difference. In this insightful conversation, wealth advisor Doug Greenberg shares expert guidance on financial planning, investment risks, and business transitions. Learn how to take control of your wealth with proven strategies that work.
In an era marked by rapid social change, climate concerns, and economic uncertainty, individuals and families are embracing philanthropy as a way to create meaningful impact while also optimizing financial planning. Whether it’s through direct donations, volunteering, or socially responsible investing, giving is no longer just about writing a check—it’s about integrating purpose into wealth strategy. So how can you ensure that your generosity is both impactful and financially smart?
Are you looking to diversify beyond stocks and bonds? Commodity ETFs offer a smart way to hedge against inflation, market volatility, and economic cycles. Doug Greenberg, Principal Wealth Advisor at Pinnacle Wealth Advisory, explains how commodities can enhance your portfolio while advising caution on their cyclical nature. Read on to discover expert insights, optimal allocation strategies, and six top-performing commodity ETFs for 2025.
With IPOs slowing down, startups are looking to mergers and acquisitions (M&A) as their primary exit strategy. The good news? Acquirers are eager to buy. The bad news? Failing to prioritize tax compliance could derail your deal—or significantly lower your valuation.
Discover how tariffs, interest rates, and booming bank profits could shape your financial future in 2025. Learn how trade policies and economic shifts impact your investments and what it means for your financial strategy.
Discover how Pinnacle Wealth Advisory’s Doug Greenberg, Certified Investment Management Analyst (CIMA), is rebalancing portfolios with strategies designed for growth in 2025. From the AI-driven revolution to energy market shifts, see how these moves align with your financial goals