Prosperity Financial Group

Prosperity Financial Group Founded in 1993, Prosperity serves clients through comprehensive financial planning, disciplined

Prosperity Financial Group is an integrated Wealth Management and Fiduciary Registered Investment Firm. For over 30 years, we have assisted individuals and families in building, protecting, and preserving their wealth and legacies. Our expertise in wealth management ensures clients can maintain their lifestyles while securing their financial futures. We offer a comprehensive range of personalized

financial planning products and services designed to meet the unique needs of each client. Trust Prosperity Financial Group for tailored wealth management strategies that align with your goals and values. Let us guide you in achieving financial security and lasting prosperity.

06/01/2026

The market has rebounded, but is now the right time to invest?

In this week's update, Elliot discusses:
• Opportunities he's seeing in bonds right now

• The case for dollar-cost averaging when investing cash on the sidelines

• How AI, energy, and defense continue to shape market growth

A thoughtful plan helps you stay focused on what matters most.

📞 925-314-8503

📩 [email protected]

Advisory Services offered through Prosperity Financial Group, Inc., an independent registered investment advisor. Securities offered through Fortune Financial Services, Inc., Member FINRA/SIPC. Prosperity Financial Group, Inc. and Fortune Financial Services, Inc. are separate entities.

05/28/2026

Markets have surged since the March lows, driven largely by continued strength in tech, energy, and record corporate earnings.

In this week’s update, Elliot shares:

• Why equities continue to show strength despite global uncertainty

• What’s happening with bonds, oil, gold, and Bitcoin

Sometimes the best time to position yourself is during the pause — not after the next move.

📞 925-314-8503

📩 [email protected]

Advisory Services offered through Prosperity Financial Group, Inc., an independent registered investment advisor. Securities offered through Fortune Financial Services, Inc., Member FINRA/SIPC. Prosperity Financial Group, Inc. and Fortune Financial Services, Inc. are separate entities.

05/18/2026

Why are stocks rising despite recent volatility?

In this update, Elliot covers:

• The impact of oil prices on inflation and bonds

• What to watch as we head into Memorial Day

• Why it’s always about time in the market (not timing it)

There’s always an opportunity. You just need to know where to look.

📞 925-314-8503
📩 [email protected]

Advisory Services offered through Prosperity Financial Group, Inc., an independent registered investment advisor. Securities offered through Fortune Financial Services, Inc., Member FINRA/SIPC. Prosperity Financial Group, Inc. and Fortune Financial Services, Inc. are separate entities.

05/12/2026

Markets have been strong, but there’s a lot to watch out for.

In this update, Elliot covers:
• Why stocks are rising despite global tensions
• The impact of oil prices above $100
• What could trigger a slowdown or recession
• Where opportunities still exist (energy, defense, bonds)

If you have money on the sidelines, now may be the time to start planning for the second half of the year.

📞 925-314-8503
📧 [email protected]

Advisory Services offered through Prosperity Financial Group, Inc., an independent registered investment advisor. Securities offered through Fortune Financial Services, Inc., Member FINRA/SIPC. Prosperity Financial Group, Inc. and Fortune Financial Services, Inc. are separate entities.

05/05/2026

Markets are back near all-time highs—but volatility isn’t going anywhere.

In this update, Elliot Kallen breaks down:

• Why the market is holding strong

• The impact of oil prices above $100

• What rising costs could mean for travel and consumer spending

Now is the time to take a closer look at your portfolio and make sure you’re positioned for what’s next.

📞 925-314-8503

📧 [email protected]

Advisory Services offered through Prosperity Financial Group, Inc., an independent registered investment advisor. Securities offered through Fortune Financial Services, Inc., Member FINRA/SIPC. Prosperity Financial Group, Inc. and Fortune Financial Services, Inc. are separate entities.

04/13/2026

Markets surged this past week, and most portfolios are back in positive territory. If the ceasefire doesn’t hold, we could easily see another pullback.

We’re continuing to look for opportunities—especially in AI, U.S. defense, and global infrastructure.

If you’re unsure what to do with your money, now’s the time to review your strategy.

📞 925-314-8503
📩 [email protected]

Advisory Services offered through Prosperity Financial Group, Inc., an independent registered investment advisor. Securities offered through Fortune Financial Services, Inc., Member FINRA/SIPC. Prosperity Financial Group, Inc. and Fortune Financial Services, Inc. are separate entities.

04/06/2026

📈 Markets finally had a positive week.

With oil elevated and ongoing uncertainty, we’re focused on long-term positioning across energy, data centers, and defense.

Painful markets are often where the real opportunities start.

If you’ve got money on the sidelines, now’s the time to have a plan.

📞 925-314-8503
📩 [email protected]

Advisory Services offered through Prosperity Financial Group, Inc., an independent registered investment advisor. Securities offered through Fortune Financial Services, Inc., Member FINRA/SIPC. Prosperity Financial Group, Inc. and Fortune Financial Services, Inc. are separate entities.

03/31/2026

One of the toughest March markets in years. We’re focused on positioning, not panic. Buying carefully, staying disciplined, and looking for opportunities while others hesitate.

If you’re unsure what to do next, let’s talk.

📞 925-314-8503
📩 [email protected]

Advisory Services offered through Prosperity Financial Group, Inc., an independent registered investment advisor. Securities offered through Fortune Financial Services, Inc., Member FINRA/SIPC. Prosperity Financial Group, Inc. and Fortune Financial Services, Inc. are separate entities.

03/30/2026

This Sunday marks Easter, for those who celebrate this holiday. On behalf of your Team at Prosperity Financial Group, we wish you a peaceful holiday filled with family, love, health and future generations.

03/30/2026

Passover is my favorite holiday. It encompasses all the traditions I love: the kitchen smells that bring back memories of my Mother's holiday cooking, and a house filled with friends and family. It tells the amazing story, albeit now abridged as I've aged a bit since my parents Maxwell House Haggadah when seders took hours and hours, of freedom and the unifying of a people against all odds. It normalizes adding foods like parsley, salt water and horseradish to our dinner table, which ordinarily wouldn't be there. It takes gefilte fish, which so many of us avoid, and makes it impossible to resist (I'm going homemade this year in honor of my mother, who used to have the carp and whitefish take over our bathtub before Passover in our one-bathroom home). It is another holiday with yummy brisket, great sides and salmon. Most importantly, it serves as a strong memory of a simpler time of my youth with parental protection, and the unlimited love of my parents and family. Something I hope I have passed on too.

On behalf of the Kallen Family and your Team at Prosperity Financial Group, I want to wish you and your family a terrific Passover, filled with love, family, friends, health and all those great smells.

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2333 San Ramon Valley Boulevard #200
San Ramon, CA
94583

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Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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