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.

09/03/2026

This week, Elliot looks at how oil prices, inflation, and interest rates are affecting tech and fixed income, plus where he’s currently seeing opportunities in international markets, U.S. technology, and defense.

Have money sitting on the sidelines? Let’s talk about putting it to work.

📞 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.

08/27/2026

A softer week in the markets, but opportunities remain.

This week, Elliot looks at inflation pressures, the continued challenges for bonds and income investors, and why sector selection matters more than ever in today’s market. Knowing where your money is positioned can make all the difference.

📞 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.

08/18/2026

Markets have had a strong summer, but what could be ahead?

In this week’s update, Elliot covers:
• Why AI, aerospace, and defense remain areas to watch

• Possibility of a market correction

• Why patience matters when it comes to IPOs

Have questions about your portfolio? The Prosperity Financial Group team is here to help.

📞 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.

08/12/2026

Two strong weeks in the market. What comes next?

Elliot covers what's driving the markets right now, including:

• The recent market rally and what he's watching next

• Why a correction could still be ahead

• AI's rebound and continued opportunities across key sectors

Markets change. Your long-term goals don't. Now is a good time to review your portfolio and make sure your money is positioned to work as hard as you do.

📞 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.

08/04/2026

Markets are moving. Is your portfolio keeping up?

In this week's update, Elliot discusses:
• The recent recovery in technology stocks

• What easing global tensions could mean for bonds

• The value of reviewing your investment strategy as market conditions change

Let's build a plan that works for today and for the future.

📞 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.

07/27/2026

Markets continue to shift, but opportunity is still out there.

This week, Elliot shares his thoughts on:

• Rising oil prices and their impact on bonds

• The latest moves in tech and AI

• Why broad market participation is healthy

Questions about your investment strategy? We're here to help.

📞 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.

07/13/2026

Elliot breaks down the latest market trends, the impact of earnings season, rising oil prices, and why successful investing requires both strategy and tactical decision-making.

📞 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.

07/07/2026

As we head into the second half of the year, are you positioned for what's next? Markets will continue to change. Having a strategy that aligns with your goals and risk tolerance can help you stay focused through every cycle.

📞 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.

06/29/2026

As we close out the second quarter, where are the opportunities for investors?

In this week's Market Update, Elliot discusses:
• Why falling oil prices may help ease inflation concerns

• What recent market performance could mean heading into the second half of the year

• Whether it's time to consider AI, defense, energy, or fixed income

Every market environment presents new opportunities. The key is having a strategy that aligns with your financial goals.

📞 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.

06/24/2026

A strong quarter doesn't happen by accident.

In this week's Market Update, Elliot discusses:

• The sectors leading today's market, including AI, technology, and defense

• Why understanding your risk profile is just as important as pursuing returns

• What investors should be asking as we head into the second half of the year

Whether you're focused on growth, income, or retirement planning, knowing where opportunities may be emerging can help you make more informed decisions.

📞 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.

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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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