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.
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...
In today’s unpredictable environment, it’s easy to feel overwhelmed by what you hear on the news—tariffs, inflation, elections, stock market swings, and global uncertainty....
How Your Bucket Plan Protects You During Economic Shifts, Tariff Changes, and more With ongoing economic uncertainty and market volatility, many investors are left wondering:...
As we navigate the evolving landscape following Liberation Day and the recent proposed tariff implementations by President Trump, we understand that these events may raise...
Whether you’re a few years from retirement or simply future-proofing your company, planning your exit strategy starts with building a business that’s attractive to buyers...
If you're retired or approaching retirement, the 2024 tax season might have you focused solely on your current return. However, preparing your tax return is...
If you're retired or approaching retirement, the 2024 tax season might have you focused on your current return. But savvy planners know that true...
Navigating the complex financial landscape during a divorce requires careful planning, especially when it comes to retirement accounts. When a divorce occurs, the financial assets...
After reaching more new highs recently, markets have experienced a pullback as well as heightened volatility. Understandably, market volatility may be the cause of some...
