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.
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,...
In the world of retirement planning, there is a hidden gem to create substantial income tax savings: Net Unrealized Appreciation (NUA). It is a clunky...
Breaking Down the Myths Around Annuities for Retirement Planning Annuities can be a useful tool for securing retirement income, but they're often misunderstood or overlooked...
While annuities can provide some compelling benefits for retirement income planning, they are sometimes misunderstood or overlooked by investors and financial professionals alike. Why? For...
Gold is sometimes touted as a tool for protecting wealth from rising prices. But history shows the challenges of using gold to offset the impact...
Are you trying to save for a loved one’s education or looking to optimize your existing plans? Consider a tax-efficient strategy known as a 529...
Understanding the Sunset of Tax Provisions in 2026 As we approach the year 2026, certain tax provisions introduced by the Tax Cuts and Jobs Act...
Compounding is one of the most powerful forces in the world. Just ask Albert Einstein, who’s said to have called it the “eighth wonder.” The...
Realized market returns are driven by the difference between investor expectations and the events that actually transpire. If reality pans out better than expected, markets...
A financial advisor can provide the perspective investors need to tune out the daily noise and stay focused on a long-term plan. At Prosperity...
