Prosperity Capital Advisors’ Matt Seitz Announced as Finalist for “CMO of the Year”

FOR IMMEDIATE RELEASE CONTACT AdvisorPR® (702) 685-7450 Prosperity Capital Advisors’ Matt Seitz Announced as Finalist for “CMO of the Year” By WealthMangement.com  Marketing Officer’s recent accomplishments include thought leadership around new SEC Marketing Rule Westlake, Ohio – July 13, 2023 – Prosperity Capital Advisors (PCA), a planning-first, SEC-Registered Investment Adviser (RIA), is proud to announce that Matt...

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Prosperity Capital Advisors Named One of the Best Financial Advisory Firms by USA Today

Prosperity Capital Advisors Named One of the Best Financial Advisory Firms by USA Today The Planning-First RIA was Recognized Among the Top 500 Registered Investment Advisers in the Country Westlake, Ohio – June 1, 2023 -- Prosperity Capital Advisors (PCA), a planning-first, SEC-Registered Investment Adviser (RIA), is proud to announce the firm has been selected as...

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Go Global for Diversification That Travels Well

This blog was written by Dimensional Fund Advisors. Learn more about Dimensional Fund Advisors here. The original post was published on September 13, 2022 and can be found here. US-based investors may believe they know America best. Accordingly, they are liable to put the bulk of their investments in stocks and bonds of US-based companies...

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Liquid Alternatives: Panacea, or Just a Pain?

In the face of broad equity and fixed income market downturns, some investors may be tempted by the siren call of alternatives. These investments may include liquid alternatives, or “liquid alts,” a subset of fund and ETF investments that offer easier-to-access exposure to alternative strategies while enticing investors with claims about higher potential returns and...

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Active Management Hasn’t Shined in Volatile Markets

Many investors have likely heard the adage that active management performs better in times of market turbulence. This may sound like an emotional hedge for market stress akin to betting against your favorite sports team to balance an adverse outcome with financial compensation. However, a historical analysis of active US-domiciled equity funds finds no meaningful...

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Single-Stock ETFs: The Worst of Both Worlds?

Investors awaiting ETFs with as few stocks as possible are in luck: Single-stock ETFs have arrived on the scene, providing leveraged or inverse exposure to individual names such as Tesla, NVIDIA, Nike, PayPal, and Pfizer. While some investors may want greater exposure to their favorite companies or to express bearish views on their least favorites,...

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Expectations vs. Reality in Value Funds

Value is an asset class, not an investment strategy. Identifying low relative price stocks is only one step toward designing and managing a value strategy; differences in managers’ implementation skill can lead to a wide range of outcomes experienced by value investors. Investors can evaluate these outcomes by assessing whether managers delivered what they said...

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Making Cash Flows Count

When you go grocery shopping, do you typically purchase every single item consumed in your household, regardless of your current supply? Or does your shopping list tend to focus just on items you need to replenish? If you fall in the latter camp, you a) are less likely to have five jars of mayo in...

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Chasing High-Flying Stocks Risks Meme Reversion

“Making money slowly is much better than making—then losing— money quickly.” —David Booth As the pandemic dragged on, many people’s hobbies included baking sourdough bread, binge watching Tiger King, and day trading certain meme stocks. With “stimmies” (stimulus checks) in hand, commission-free trading platforms widely available, and an abundance of time to spare, retail investors opened...

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Does [fill in the blank] Belong in My Portfolio?

Financial innovation provides investors with a seemingly endless supply of new investment options. But the process of evaluating the merits of these investments remains the same even as the names change. Adopting a new component in one’s asset allocation represents a tradeoff that should carefully balance the expected benefit vs. the cost of its inclusion. The...

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