Prosperity Capital Advisors

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...

05/20/2026

“The money shows up at the worst possible moment emotionally.”

Our President of Wealth Management, Dave Alison, was recently featured in The Daily Upside discussing the realities behind the Great Wealth Transfer and why proactive family conversations are becoming increasingly important.

As wealth transitions across generations, thoughtful planning can help families avoid unnecessary stress and create greater clarity during emotionally difficult moments. Dave’s insights reflect our commitment to helping clients navigate both the financial and human side of wealth management.

Check out the full article here:

An advisor’s role doesn’t end after an inheritance.

05/19/2026

Your business succession plan and your personal financial plan are more connected
than many owners realize. How you structure your exit, when you start planning,
and how your personal assets are built alongside the business can all impact what you walk away with.

We published a practical guide on what effective coordination looks like and where to start now.

Read it here: https://bit.ly/49pDp9u

05/19/2026

One of the biggest retirement mistakes? Entering retirement without a plan to protect your savings from market volatility.

Watch this video to hear our Chief Visionary and Executive Chairman & Founder, Jason L Smith, CEP®, BPC, explain the three phases of the Money Cycle and why preservation becomes critical as you transition into retirement.

Watch here: 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...

05/18/2026

What does it really take to grow and scale a successful advisory firm in today’s market?

Stan Milovancev recently joined Ryan Nauman on Zephyr’s Adjusted for Risk podcast to discuss the biggest challenges financial advisors are facing today, including:

-Organic growth
-Scaling without sacrificing margins
-Succession planning
-The importance of culture and fit

We are excited to see Stan lead such a thoughtful conversation packed with insights for advisors focused on building sustainable, long-term success.

Watch the full episode here: https://bit.ly/3RGA1ky

Stan Milovancev shares insights on scaling practices, succession planning, and why culture beats firm size for advisor success