mgrimm@c2penterprises.com
Key Takeaways Markets have recovered sharply from two major geopolitical shocks in 2026, but many of the underlying risks remain. Portfolios are now navigating those...
Key Takeaways: Annuities are not all the same. Fixed indexed annuities are a meaningfully different product from the variable annuities that shaped the category's reputation,...
Required minimum distributions (RMDs) — the minimum amounts that must be withdrawn from a retirement account each year once you reach the applicable age or...
Clients and families will benefit from a deeply integrated approach that brings financial planning, investments, taxes, protection, and legacy planning together under one roof WESTLAKE,...
Firm leaders honored across multiple categories, reflecting commitment to holistic planning, client impact, and community leadership Westlake, Ohio - April 30, 2026 - Prosperity Capital...
Key Takeaways Many business owners underestimate how much lead time effective succession planning requires, and the 5-to-10-year window before a transition is often the most...
A Follow-Up to “My Reflections on the AI Revolution” What a Difference Three Months Makes In late January, I published an article titled “My Reflections...
Key Takeaways: Comprehensive retirement income planning for high-net-worth households involves coordinating multiple income sources, account types, and tax strategies together rather than managing each one...
Recognition marks second consecutive year honoring the firm’s people-first culture following brand evolution from C2P CLEVELAND, March 25, 2026 - Prosperity Capital Advisors (Prosperity),...
The Challenge of Wealth Transfer For many ultra-high-net-worth families, the fear that inherited wealth will lead to entitlement, complacency, or a lack of ambition in...
Key Takeaways: High-net-worth women with a range of $1 million to $5 million in liquid assets often have more complexities to consider...
Key Takeaways: The years between retirement and age 73 create an important tax-planning window that retirees often miss Three strategies can help...
