CLEVELAND, July 22, 2024 – Prosperity Capital Advisors (Prosperity), a planning-first, SEC-Registered Investment Adviser (RIA), is proud to announce that Dave Alison, CFP®, EA, BPC, President and Founding Partner at Prosperity, has been named a finalist in the 2024 Wealth Management Industry Awards (“Wealthies”) in the Individual RIA Firm’s Thought ...
For financial advisors, maintaining strong client relationships and attracting new prospects are crucial for ongoing success. Even during slower seasons, engaging in creative events and activities can help maintain momentum for your practice throughout the year. In a recent episode of the Rainmaker Multiplier on Demand podcast, Grace Nicholson and ...
Breaking Down the Myths Around Annuities for Retirement Planning Annuities can be a useful tool for securing retirement income, but they're often misunderstood or overlooked by investors and financial advisors. Why all the confusion? Annuity products have evolved a ton over the years, offering way more flexibility, liquidity, institutional pricing ...
The steel city of Pittsburgh set the stage for C2P's 2024 Mastermind Collegium (MMC) where financial advisors from across the nation gathered to forge their practices into prosperous enterprises. Hosted at the iconic Omni William Penn Hotel from June 4-6, this year's event heated up with keynotes from industry heavyweights, ...
Gold is sometimes touted as a tool for protecting wealth from rising prices. But history shows the challenges of using gold to offset the impact of inflation. Since 1970, gold has often experienced large price swings relative to annual inflation, as Exhibit 1 shows. An effective inflation-hedging tool should have return volatility ...
Advise your clients on 529 plans and more tax-efficient strategies with powerful insights from a recent episode of "The Bucket Plan® On-Demand" podcast. In this episode, Seth Meisler, CFA, CFP®, CPA, and Stoyan Petev, CFA, CFP®, CLU, ChFc, discuss the tax advantages and flexibility of 529 plans to pay for ...
Are you trying to save for a loved one’s education or looking to optimize your existing plans? Consider a tax-efficient strategy known as a 529 plan. At Prosperity Capital Advisors, we believe they are an effective tool to help maximize your savings toward future education expenses, all within your comprehensive ...
As the financial landscape continues to evolve, firms must navigate the challenges in financial services, including the constant struggle to attract and retain top talent. With the job market becoming increasingly competitive, having a practice management system in place is crucial for developing advisors you can trust with your legacy, ...
A Guide for Financial Advisors In today's complex financial landscape with so many variables, assumptions, and unknowns, it’s easy to overwhelm your clients with how you prepare and present your recommendations. This is where The Bucket Plan® comes into play, offering a straightforward approach to financial planning that’s easy to ...
In an era where technology and consumer behavior evolve rapidly, financial advisors must continuously adapt their marketing strategies to stay ahead. The Rainmaker Multiplier On-Demand podcast is one source to rely on. From leveraging artificial intelligence to understanding the intricacies of the customer journey, this series regularly offers a wealth ...
Compounding is one of the most powerful forces in the world. Just ask Albert Einstein, who’s said to have called it the “eighth wonder.” The seemingly small decisions we make every day gain power over time. That’s why it’s important to take the long view and come up with a ...
Many misconceptions surround life insurance — by clients, financial advisors, and agents alike. Financial advisors can help communicate the versatility of life insurance to their clients and help them understand there's more value to this protection than just a death benefit. In a recent episode of The Bucket Plan On-Demand podcast, ...
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