News
June 16-18, 2025 The 2025 Mastermind Collegium found its way to Minneapolis this June, and what a journey it turned out to be. Financial advisors...
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...
What really determines happiness for your clients in retirement? While portfolio performance often dominates planning conversations, the foundation of retirement security lies in...
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...
Prosperity Capital Advisors Also Recognized as One of the Largest Wealth Management Firms in Northeast Ohio by Crain’s Cleveland Business CLEVELAND, OH – May 20,...
The Advisor Career Path is a way to structure your business so it'll continue to prosper without you. There will come a time when you...
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...
