Prosperity Capital Advisors

06/16/2026

Before you write off annuities know this:
Today's fixed indexed annuities are a far cry from the high-fee, illiquid products that gave the category its reputation. We just published a balanced, fiduciary take on where modern annuities may fit and what questions are worth asking first.
Read it here: https://bit.ly/4dUgXH1

Want to talk through what this means for your plan? https://bit.ly/3RJjtIS

Are annuities worth considering for retirement? A balanced, fiduciary look at where annuities may fit within a high-net-worth retirement income plan.

06/15/2026

Unexpected capital gains taxes can catch investors off guard.

Even if you never sell an investment, mutual fund managers may make trades within the fund that create capital gains distributions, leaving you with a surprise tax bill at year-end.

One of our top advisors, Chad Weigl, breaks down why taxable investment accounts need careful oversight and how tax-smart investing strategies can help reduce surprise tax consequences.

Watch or listen to the full conversation here: https://bit.ly/4veZWPy

06/12/2026

When markets get volatile, discipline matters more than headlines.

In this clip, President of Wealth Management, Dave Alison, CFP, EA, BPC, explains why staying focused on a long-term strategy can help investors avoid costly emotional decisions.

Watch the full market update to learn why our investment committee made proactive portfolio adjustments in May: https://bit.ly/3Sns5oN

06/12/2026

We’re honored to share that two members of our leadership team have been named finalists in two categories for the 2026 Wealth Management Industry Awards:

🏆 Matt Seitz – Chief Marketing Officer of the Year
🏆 Dave Alison - Innovator of the Year

We’re proud to see their contributions recognized alongside so many respected leaders across the wealth management profession.

Congratulations to Matt, Dave, and the entire Prosperity team whose dedication helps make this possible.

Learn more: https://bit.ly/4ekHb5R

06/10/2026

Proactive portfolio management means making decisions before conditions force your hand.

Our President of Wealth Management and Founding Partner, Dave Alison, CFP®, EA, BPC, recently broke down why our investment committee made deliberate adjustments to our proprietary portfolios in May and what it may mean for your retirement plan.

Watch or read it here: https://bit.ly/43YEiCO

06/03/2026

Is your investment team watching the market closely enough to act before conditions shift?

At Prosperity Capital Advisors, that is exactly what our Investment Committee does. After making deliberate adjustments to our proprietary portfolios in May, Dave Alison, CFP®, EA, BPC, Chairman of our Investment Committee, sat down to explain the thinking behind each decision and what it could mean for your retirement timeline.

Watch it here: https://bit.ly/3RDYWWf

If you are looking for this level of proactive, committee-driven investment management, this video is a good place to start.

In this market update, Dave Alison, CFP®, EA, BPC, Chairman of the ...

06/02/2026

June is Annuity Awareness Month, and we are using it as an opportunity to address one of the most overlooked retirement planning conversations for families approaching or in retirement: whether your income plan is built to hold up regardless of what the market does.

Our latest piece breaks down sequence of returns risk, how annuities can help support your retirement income plan, and key questions to consider before deciding whether protected income belongs in your strategy.

Read it here https://bit.ly/4ehiqIN

Are annuities worth considering for retirement? A balanced, fiduciary look at where annuities may fit within a high-net-worth retirement income plan.

05/28/2026

Many couples focus on leaving money for their children, but overlook the financial impact a surviving spouse may face.

In this short video, our Chief Visionary and Executive Chairman & Founder, Jason L Smith, CEP®, BPC, explains why legacy planning should also account for potential income changes and higher taxes after a loss.

Watch the video to learn more: https://bit.ly/3RCghP0

Episode Link: https://youtu.be/hl4mKoFxjgEMark Gochnour of Dimens...

05/26/2026

A strong retirement plan is about more than investing. It is about having the stability and flexibility to stay confident during market volatility.

Watch this video to hear our Chief Visionary and Executive Chairman & Founder, Jason L Smith, CEP®, BPC, explain how investing in the “Now” bucket can help investors avoid emotional decisions during market downturns.

Watch the video to learn more: https://bit.ly/3RCghP0

Episode Link: https://youtu.be/hl4mKoFxjgEMark Gochnour of Dimensional and Jason Smith, a financial professional with more than 30 years of experience, explo...

05/21/2026

How much protected income do you really need in retirement? For some investors it’s 5 years. For others, it’s 15.

In this short video, our Chief Visionary and Executive Chairman & Founder, Jason L Smith, CEP®, BPC, explains how we use The Bucket Plan® to help you build a strategy around your goals, comfort level, and income needs so you can stay disciplined during market volatility.

Watch the video to learn more: https://bit.ly/3RCghP0

Episode Link: https://youtu.be/hl4mKoFxjgEMark Gochnour of Dimensional and Jason Smith, a financial professional with more than 30 years of experience, explo...