Prosperity Wealth Strategies

10/11/2025

Always fun collaborating with Ben Steverman from Bloomberg!

Millionaire households are on the rise, but much of their wealth is in hard-to-reach assets

02/26/2025

Align yourself with someone who cares.

02/24/2025

I've found that many approach their financial situation using a siloed mentality. I believe that magic can happen when your experts collaborate!

02/19/2025

Good decision making and good outcomes are not mutually exclusive. Sometimes a bad decision can have a good outcome and vice versa. When it comes to investing, the problem is when our bad decisions create a false sense of confidence instead of the realization that they’re simply luck.

02/17/2025

Save the plot twists and turns for your favorite novel, when it comes to your money be boring and remember your in it for the long haul.

02/14/2025

I believe one of the greatest gifts you can give a loved one is the gift of financial peace of mind

02/12/2025

A common goal of financial planning is ensuring the ability to take care of those you love.

02/10/2025

A sound financial plan is built on a strong foundation

02/05/2025

Let's chat and see if we click - it's time to start feeling good about your money

02/03/2025

A month into the new year, consider where your money is going in 2025 and develop a plan to save more or give less to Uncle Sam!

01/29/2025

Our human nature can lead us to make poor investment management decisions. How are you addressing this risk?

01/27/2025

We remain steadfast in our long-term, diversified approach to building wealth. We do not chase returns or ‘swing for the fences’ with something as important as your financial independence. And even though in some years you might be frustrated with this diversified approach because you wanted to own more of the winners, over the long term you are positioned to potentially win more by losing less along the way.