The other day, I pulled into McDonald’s to grab a 6-piece Chicken McNugget Happy Meal and a kids’ milkshake for one of my daughters. “That’ll...

You've worked hard to build something meaningful, driven by a desire to create security and opportunity for the people you love most. Now you're thinking...

KEY TAKEAWAYS The broad market S&P 500 and tech-heavy Nasdaq both hit record highs in September. The Fed lowered interest rates, by a quarter point,...

KEY TAKEAWAYS The broad market S&P 500 and tech-heavy Nasdaq both hit record highs in September. The Fed lowered interest rates, by a quarter point,...

Firm and leadership recognized for innovation, education, and disruption during transformative phase of growth CLEVELAND, October 02, 2025 – Prosperity Capital Advisors (Prosperity), a planning-first,...

Major changes to HSA eligibility are coming in 2026—here's what you need to know to take advantage of this powerful retirement savings tool. Health Savings...

You've worked decades to build your portfolio, carefully planned your retirement withdrawals, and then—surprise—the IRS wants an extra 3.8% on your investment earnings. Many retirees are surprised...

Are you a part of 81% of women who aren't confident their money will last in retirement? I ask because it’s more important than ever. Ninety percent...

When it comes to saving for education expenses, many families find themselves weighing two popular options: Roth IRAs and 529 education savings plans. Both offer valuable...

  In the first half of 2025, developed markets outside the US returned 19.0%, outperforming the US and emerging markets.1 But that outcome masks the wide...

If you're an independent medical practitioner who's been in practice for 5-15 years, you're likely in your peak earning phase. But are you keeping as...

  Firm also named among the top RIAs for fourth consecutive year   CLEVELAND, July 30, 2025 – Prosperity Capital Advisors (Prosperity), a planning-first, SEC-Registered...