President Trump has officially signed the One Big Beautiful Bill Act into law, delivering the most comprehensive tax reform we've seen...

Can IRAs be used to benefit a charity? IRAs can be an excellent source of funds to provide meaningful support for your favorite charities, but...

Do you want assets in your IRA to go to more than one person or entity? Naming multiple beneficiaries is a smart and efficient way...

Key Principles to Help Improve Your Odds of Success   While many investors get caught up in trying to time the market or chase the...

Women are living longer than ever before—but are we prepared for what that really means? Margret thought she had retirement figured out. At 62, she...

On May 22, 2025, the House of Representatives passed a sweeping new tax reform bill titled The One Big Beautiful Bill Act (H.R.1)—by just one vote....

As a business owner, you've built something valuable that often represents both your life's work and a significant portion of your net worth. As a...

  Strategic transition positions Prosperity to be ‘a destination advisory firm’ CLEVELAND, OH –May 22, 2025 – Prosperity Capital Advisors (Prosperity), an SEC-registered investment advisor...

  Lead Advisors at Alison Wealth Management and JL Smith Holistic Wealth Management Recognized as Advisor of the Year Regional Awardees CLEVELAND, May 14, 2025 —...

When it comes to managing your equity compensation, timing is everything—especially when it comes to taxes. One of the most commonly misunderstood pitfalls employees face is...

For many investors, it’s hard not to follow the daily fluctuations of the stock market. But day-to-day volatility is a reminder that stocks are...

When it comes to retirement savings, what you don't know about IRA rollovers can cost you unexpected taxes and penalties. Whether you're changing jobs, inheriting...