Trying to Predict Interest Rates? Good Luck.
February 28, 2024
As 2023 began, inflation was elevated, US policy makers were in a rate-hiking cycle and talk of recession was in the news. Investors could be forgiven for expecting big changes in US Treasury yields before year’s end. But as it turned out, yields finished about where they started. In a recent webcast, Co-CEO and CIO...
What 2023 Teaches Us About Expectations vs. Reality
February 1, 2024
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 may deliver strong returns along the way. On the other hand, market returns may be disappointing if developments are worse than anticipated. The global MSCI All Country World IMI Index...
The Difference the Right Financial Advisor Makes
November 27, 2023
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 Capital Advisors, we're here to help by being a planning-first RIA with client best interests in mind. Our nationwide professionals stand by trusted processes and a network of support to...
Prosperity Capital Advisors Named One Of Top 500 RIAs in U.S. for 2023
August 2, 2023
The Planning-First RIA was Recognized In the Registered Investment Advisers Ranking by Financial Advisor Magazine WESTLAKE, Ohio — Aug. 2, 2023 — Prosperity Capital Advisors (PCA), a planning-first, SEC-Registered Investment Adviser (RIA), is proud to announce it has once again been recognized in Financial Advisor Magazine's annual RIA list. PCA's inclusion in the industry list marks...
Prosperity Capital Advisors’ Matt Seitz Announced as Finalist for “CMO of the Year”
July 20, 2023
FOR IMMEDIATE RELEASE CONTACT AdvisorPR® (702) 685-7450 Prosperity Capital Advisors’ Matt Seitz Announced as Finalist for “CMO of the Year” By WealthMangement.com Marketing Officer’s recent accomplishments include thought leadership around new SEC Marketing Rule Westlake, Ohio – July 13, 2023 – Prosperity Capital Advisors (PCA), a planning-first, SEC-Registered Investment Adviser (RIA), is proud to announce that Matt...
Prosperity Capital Advisors Named One of the Best Financial Advisory Firms by USA Today
June 1, 2023
Prosperity Capital Advisors Named One of the Best Financial Advisory Firms by USA Today The Planning-First RIA was Recognized Among the Top 500 Registered Investment Advisers in the Country Westlake, Ohio – June 1, 2023 -- Prosperity Capital Advisors (PCA), a planning-first, SEC-Registered Investment Adviser (RIA), is proud to announce the firm has been selected as...
Go Global for Diversification That Travels Well
November 18, 2022
This blog was written by Dimensional Fund Advisors. Learn more about Dimensional Fund Advisors here. The original post was published on September 13, 2022 and can be found here. US-based investors may believe they know America best. Accordingly, they are liable to put the bulk of their investments in stocks and bonds of US-based companies...
Liquid Alternatives: Panacea, or Just a Pain?
November 11, 2022
In the face of broad equity and fixed income market downturns, some investors may be tempted by the siren call of alternatives. These investments may include liquid alternatives, or “liquid alts,” a subset of fund and ETF investments that offer easier-to-access exposure to alternative strategies while enticing investors with claims about higher potential returns and...
Active Management Hasn’t Shined in Volatile Markets
November 4, 2022
Many investors have likely heard the adage that active management performs better in times of market turbulence. This may sound like an emotional hedge for market stress akin to betting against your favorite sports team to balance an adverse outcome with financial compensation. However, a historical analysis of active US-domiciled equity funds finds no meaningful...
Single-Stock ETFs: The Worst of Both Worlds?
October 28, 2022
Investors awaiting ETFs with as few stocks as possible are in luck: Single-stock ETFs have arrived on the scene, providing leveraged or inverse exposure to individual names such as Tesla, NVIDIA, Nike, PayPal, and Pfizer. While some investors may want greater exposure to their favorite companies or to express bearish views on their least favorites,...