Blog

Discover the key strategies for navigating market cycles with insights from Douglas E. Greenberg, a seasoned financial advisor in Portland, Oregon. Learn how workforce changes and economic trends impact Pacific Northwest investments.

Douglas Greenberg, CIMA®, President of Pacific Northwest Advisory, joins the elite group of financial professionals with the CIMA certification, underscoring a steadfast commitment to investment management excellence. This prestigious certification, held by less than two percent of financial advisors, signifies a superior level of expertise in investment strategies and ethical practices. Learn more about how this advanced credential benefits clients at Pacific Northwest Advisory.

This blog will share some of the best quotes from Warren Buffet, one of the world’s most famous investors and businesspeople.

Discover the game-changing strategies of the SECURE 2.0 Act with our deep dive into 529-to-Roth IRA rollovers. Learn how this new financial planning tool can transform your approach to saving for retirement and secure a more prosperous future. Explore the benefits, limitations, and expert tips in our comprehensive guide.

2024: The Year of Global Strain Major conflicts: US political turmoil, Middle East instability, Ukraine crisis. The G-Zero world lacks a clear leader, magnifying geopolitical risks. AI technology outpaces governance, posing unprecedented challenges. The 'Axis of Rogues' — Russia, Iran, North Korea — deepens global instability.