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.
As 2024 came to a close, many took time for self-reflection, particularly around financial goals. One question that frequently arises in wealth circles is "When...
In December 2024, Congress passed one of the most significant Social Security reforms in recent history. The Social Security Fairness Act of 2023 (H.R. 82) brings...
Recent legislation has introduced significant changes to Social Security benefits through the Social Security Fairness Act of 2023 (H.R. 82). As wealth management professionals,...
For many retirees, highly appreciated real estate represents both their greatest financial asset and their biggest tax headache. Selling means handing a significant portion of...
If you're like most retirees and pre-retirees, you've spent decades building your nest egg. But have you considered how much of that hard-earned wealth might...
Ask investors what kind of return they expect out of stocks in any given year, and many will respond with the market’s historical average return....
Beyond the Myths: What You Really Need to Know About Social Security When it comes to retirement planning, few topics generate more questions and...
Sep 30, 2024 It’s almost Election Day in the U.S. once again. While the outcome may be uncertain, one thing we can count on is...
As we enter the final quarter of 2024, our team at Prosperity Capital Advisors (Prosperity) is here to share what we're seeing in the markets...
The US stock market has been on a winning streak, so some investors may have been jolted when the S&P 500 fell more than 6%...
CLEVELAND, August 08, 2024 – Prosperity Capital Advisors (Prosperity), a planning-first, SEC-Registered Investment Adviser (RIA), proudly announces its recognition as one of the 50 Fastest...
CLEVELAND, July 22, 2024 – Prosperity Capital Advisors (Prosperity), a planning-first, SEC-Registered Investment Adviser (RIA), is proud to announce that Dave Alison, CFP®, EA,...
