Explore the contrasting economic plans of Vice President Harris and former President Trump. Harris proposes tax increases for wealthier households to fund social programs, while Trump favors extending tax cuts. Understand how these approaches might affect the federal budget and future policies, especially with a divided Congress in play. Doug Greenberg Pinnacle Wealth Advisory PNWA
Discover how transparent wealth education can bridge the generational gap in affluent families. Doug Greenberg, President of Pinnacle Wealth Advisory, shares insights on empowering heirs through open communication and human capital investment to ensure your family's legacy thrives.
Balancing wealth and resilience in the next generation can be a challenge for affluent families. Doug Greenberg, President of Pinnacle Wealth Advisory, has helped families craft a legacy beyond financial success, empowering children to thrive through purpose and responsibility. Discover how to create lasting generational wealth while instilling values that lead to personal growth and fulfillment.
Discover why older adults shift their focus from wealth accumulation to meaningful gifting and philanthropy as they age. Learn how empathy, social bonds, and legacy-building shape financial decisions. Pinnacle Wealth Advisory offers insights on navigating this transition.
Maximize your wealth transfer strategies before the gift tax exemption declines in 2026. Learn how to safeguard your estate, reduce tax liabilities, and protect your financial legacy with smart planning techniques. Discover the best steps to take now to avoid unnecessary estate taxes.
Risk appetite among investors is on shaky ground, reminiscent of the 2023 SVB crisis. Investment managers are pulling back due to geopolitical tensions, overpriced markets, and uncertainty about the global economy. While bonds offer more value than stocks right now, cautious sentiment dominates. Read more on how this shift impacts your financial strategy.