Blog
Timely perspectives on taxes, retirement, investing, and the decisions that shape long-term wealth
Financial planning evolves alongside your life, your goals, and a tax and regulatory landscape that never stays still. The advisors at Prosperity Capital Advisors are recognized contributors to national publications and media outlets — and the articles here reflect the same depth of perspective they bring to those conversations and to their clients every day. Written by CERTIFIED FINANCIAL PLANNER® professionals and specialists across our network, this content is practical, specific, and grounded in real planning experience.
Prosperity Capital Advisors’ CMO Named for Second Consecutive Year CLEVELAND, Jan. 21, 2026 — Prosperity Capital Advisors, a nationally recognized RIA dedicated to bringing comprehensive...
In Brief: The One Big Beautiful Bill Act (OBBB) made historically low tax rates permanent and created time-sensitive opportunities for business owners through 2028. The...
Recognized for rapid response to major OBBB tax legislation, RIA sets new standard for client readiness and proactive guidance CLEVELAND, Ohio, January 2, 2026 –...
Roth IRA conversions can be a powerful wealth-building strategy, but they're not right for everyone. Here's how to evaluate if a conversion makes sense for...
As another year draws to a close, it's easy to let December slip by in a blur of holiday planning and travel. But for investors...
There is a point in extraordinary wealth creation where the traditional rules stop applying. You no longer wake up wondering whether your family will be...
Over the past several days, markets have pulled back roughly 4% from the all-time highs reached in late October. At the same time, media headlines...
Over the past several days, markets have pulled back roughly 4% from the all-time highs reached in late October. At the same time, media headlines have amplified...
With critical December 31 deadlines approaching and significant tax law changes from the One Big Beautiful Bill Act (OBBB), now is the time to review...
The other day, I pulled into McDonald’s to grab a 6-piece Chicken McNugget Happy Meal and a kids’ milkshake for one of my daughters. “That’ll...
You've worked hard to build something meaningful, driven by a desire to create security and opportunity for the people you love most. Now you're thinking...
KEY TAKEAWAYS The broad market S&P 500 and tech-heavy Nasdaq both hit record highs in September. The Fed lowered interest rates, by a quarter point,...
