News
When we launched the Valor AI Foundations Portfolio earlier this year, the thesis was straightforward: artificial intelligence is a generational technology shift, and the companies...
Matt Seitz Recognized as Chief Marketing Officer of the Year Finalist and Dave Alison Named Innovator of the Year Finalist CLEVELAND, Ohio — June 11,...
Key Takeaways The six months following April 15 may offer more planning leverage than any other period of the year. One Big Beautiful Bill Act...
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Required minimum distributions (RMDs) — the minimum amounts that must be withdrawn from a retirement account each year once you reach the applicable age or...
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...
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...
Key Takeaways Nearly one in three female advisors considered leaving the profession in the past year; firms tend to diagnose the problem as cultural when...
