Gregg Greenberg

Manhattan

Retirement Editor and Multimedia Anchor at InvestmentNews

Author, Playwright, Screenwriter

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Articles

Advisors work to make sure oversized inheritances won't ruin their clients' kids

1 week ago | investmentnews.com | Gregg Greenberg

Are your advisory clients afraid that money will ruin their children? If so, you’re not alone. One of the most common concerns, Jordan McFarland, certified financial planner at SageSpring Wealth Partners, hears from his wealthier clients is that significant wealth could leave their children feeling entitled, lacking the drive or resilience that the parents themselves had to develop.
Berkshire Hathaway a 'safe haven' in a messy market, advisors say

2 weeks ago | investmentnews.com | Gregg Greenberg

Ahead of Berkshire Hathaway’s annual bonanza in Omaha on Saturday, financial advisors are enjoying not merely impressive returns from Warren Buffett’s trillion-dollar baby, they are also finding safety from a stormy market. Berkshire Hathaway (Ticker: BRKB) releases quarterly earnings on Saturday, an event that will be followed by a multi-hour meeting where the 94-year old Buffett will take questions from his shareholders.
'Sell in May and go away'? Wealth advisors say, maybe not

2 weeks ago | investmentnews.com | Gregg Greenberg

The old Wall Street adage, "Sell in May and go away" may sound trite, but the numbers say it’s also, to some extent, true. If that’s the case, why don’t more financial advisors use it as an investment strategy?
Wealth managers offer their lessons from President Trump's first 100 days

2 weeks ago | investmentnews.com | Gregg Greenberg

The votes have been counted after President Trump’s first 100 days in office. At least the market’s votes, that is. The S&P 500 has fallen about 8 percent since Trump’s inauguration on January 20th. The 10-year Treasury yield has dropped from 4.57 percent to 4.18 percent. Gold has surged from $2,746 per ounce to $3,323. Crude oil has declined from $78 a barrel to $61. And Bitcoin is down from around $102,000 to $95,000. But what about financial advisors?
Financial advisors don't see ESG turnaround anytime soon

2 weeks ago | investmentnews.com | Gregg Greenberg

The US backlash against ESG finally appears to be going global, based on first quarter fund flows. Meanwhile, domestic financial advisors, for their part, don’t see that money coming back into sustainable funds anytime soon. Global sustainable funds saw record outflows of $8.6 billion in the first quarter of 2025, reversing $18.1 billion in inflows from the previous quarter, according to a Morningstar report.
Wealth managers ponder whether the return of the Magnificent 7 is for real

2 weeks ago | investmentnews.com | Gregg Greenberg

Are the Magnificent 7 once again magnificent? Or at the very least, is it finally safe for wealth managers to start buying the group again? Maybe dip a toe in? The Roundhill Mag 7 ETF (Ticker: MAGS) has taken a shellacking so far in 2025, falling 17 percent. The good news, however, is that the MAGS ETF has jumped 5 percent in the past week as AI-inspired, mega-cap tech stocks have seemingly regained their market footings.
Advisors handicap the brewing battle between Trump and Powell

3 weeks ago | investmentnews.com | Gregg Greenberg

President Donald Trump versus Federal Reserve Chairman Jerome Powell. The world’s most powerful man squaring off against its most influential central banker. A showdown for the ages to determine the future of the financial markets, let alone the global economy. Meanwhile, sitting ringside, wealth managers are doing their best to handicap the outcome and protect client portfolios from being bloodied.
Buy or sell Canada? Wealth managers watch carefully as Canadians head to the polls

3 weeks ago | investmentnews.com | Gregg Greenberg

Wall Street will be closely watching the action in Ottawa next Monday. And no, it has nothing to do with the Stanley Cup playoffs. Canadian voters will be heading to the polls on April 28 to decide which party should govern the country amid an ongoing trade war with the US and President Trump's repeated jeers about making Canada the 51st US state.
Is the 'sell America trade' a real thing? Wealth managers weigh in

3 weeks ago | investmentnews.com | Gregg Greenberg

Christopher Lange, head of investments at Cache, for one, admits that recent events, such as the tariffs and President Trump’s comments on the Federal Reserve, have forced market participants to reconsider the strength of the American economy and the forward-looking outlook for the U.S. stock market. Furthermore, he does not think any company will be completely immune from these recent events, although the impacts will be felt unevenly.
Advisors discuss the best ways to grow AUM during an economic downturn

3 weeks ago | investmentnews.com | Gregg Greenberg

Wealth managers need not bemoan the recession if it finally arrives. They should make the most of it. Recessions are second only to receiving an inheritance as a driver of growth for advisors, according to last week's How Investors Choose 2025 report by the Ensemble Practice. The loss of a spouse came in a close third as a major factor driving the need for advisory services.