Prosperity Capital Advisors - Charleston - Palo Alto

06/03/2026

Check out our lastest trade update and rationale presented by Dave Alison!

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

05/01/2026

Some big news I’m excited to share —

We’re officially bringing Alison Wealth Management under the Prosperity Capital Advisors brand. For those who don’t know the backstory, Dave Alison founded both firms.

Prosperity is the national wealth management platform we have been building over the past 15 years, and we’ve now reached the point where it’s time to bring everything together under one name.

Over the past year we’ve merged five top advisory offices across the country, expanded our team of specialists, and built relationships that give our clients access to strategies and products that simply weren’t available before.

Same team. Same values. A whole lot more behind the scenes working for our clients.

I put together a video to share more about what this means and where we’re headed — give it a watch when you have a few minutes.

https://youtu.be/LOCcqxgm_IE?si=_t2Rem7US556Jeht

Read the release about this major milestone for us: https://bit.ly/4n5T3fV

And if you haven’t seen it yet, check out our new website: https://prosperitycapitaladvisors.com

Grateful for everyone who has been part of this journey. The best is ahead of us. 🙏

1 like. "Exciting News: Alison Wealth Management Joins the Prosperity Capital Advisors"

04/27/2026

We know the recent market volatility and geopolitical environment has raised questions and concerns — and we want to ensure you feel informed and confident in the plan we’ve built together.

To provide you with clarity and perspective, Dave Alison, President of Wealth Management and Investment Committee Chairman for Prosperity Capital Advisors, has recorded a short video with timely insights on the current market environment, what’s driving the recent swings, and why staying the course remains the right strategy.

Watch the Q2 2026 Market Intel Report here

https://youtu.be/4UdwqDfGcSE?si=otDvxPuKkbOL_lL3

As always, if you have any questions after watching the video or want to revisit your financial plan, don’t hesitate to reach out.

We’re here for you every step of the way.

Prosperity Capital Market Intel Report: The Second Quarter of 2026

04/25/2026

Congrats to Dave Alison, James Comblo and Bryan Bibbo on this incredible achievement!

01/30/2026

I’ve been journaling about AI.

Not the headlines. Not the hype. The second-order effects—the ones that will reshape tax policy, retirement planning, and wealth strategy for the next generation.

Most mornings I sit with my coffee and think: What if we’re at an inflection point as significant as electricity or the internet? What does that mean for my clients? For my kids? For all of us?

I finally put my thoughts into writing. Five scenarios. No predictions—just frameworks for thinking about an uncertain future.

If you’ve been wondering how AI might affect your financial life, this is what I’ve been mulling over.

Would love to hear your thoughts in the comments below 👇

How AI Will Reshape Wealth Planning—And How We Can Help You Prepare A Morning Reflection Each morning, I've been spending time reflecting on the future. Not in some abstract, hand-wavy sense, but in a very practical one. As

11/25/2025

From ROI to Fulfillment: A New Chapter for Those With Enough

There is a point in extraordinary wealth creation where the traditional rules stop applying.

You no longer wake up wondering whether your family will be cared for, or whether you’ve built enough to last a lifetime. You’ve already crossed that threshold.

Through decades of pressure, sacrifice, ambition, and relentless ex*****on, you’ve achieved what very few ever will.

And yet — many ultra–high-net-worth individuals find that once they reach this place, a new set of questions begins to surface.

👉Questions not about returns…but about meaning.

👉Questions not about accumulation…but about activation.

👉Questions not about “How do I protect what I’ve built?”…but “What can I do with what I’ve built that actually moves me?”

This is the moment when wealth begins to shift from being a destination to becoming a vehicle — a vehicle capable of changing lives, reshaping communities, empowering people you believe in, and igniting parts of yourself that may have been dormant for years.

Check out my latest blog on “The Quiet Truth Wealthy Families Don’t Talk About”

Ultra-high-net-worth individuals can shift from financial ROI to personal fulfillment by investing in passion-aligned opportunities that create impact, meaning, and purpose. Wealth becomes a tool to transform lives—and themselves.

11/23/2025

How do married retirees pay 0% in taxes on income of $146,400 in 2026?!

Ordinary Income: $47,500
LTCG Income: $98,900
Adjusted Gross Income (AGI): $146,400

Standard Deduction: $32,200
Additional Standard Deduction (Age 65+): $1,650 * 2 = $3,300
Senior Deduction (Age 65+): $6,000 * 2 = $12,000
Combined Deductions: $47,500

The combined deductions wipe out the ordinary income!

And the LTCG income of $98,900 falls within the 0% LTCG tax bracket.

Federal Income Tax: $0

11/21/2025

New CHS Office opening soon. 171 Church Street!

11/21/2025

Markets pulled back 4% in recent days, and headlines are declaring the AI "bubble" is bursting.

In our latest market update, Dave Alison shares his perspective on:
• Why this volatility is normal (and expected)
• Why AI isn't like previous "bubbles"

Read the full update to see what’s happening in the market and why having a disciplined plan makes all the difference:

Despite headlines about an A.I. bubble and recent market volatility, today’s pullback is normal. A.I. remains a transformative, long-term growth force, and diversified, bucket-based portfolios are built to weather short-term noise.

11/18/2025

If a Happy Meal has gone from $4 to $10.50, what has the stock market done over that same period—and what does that teach us about long-term investing?

A \$10.50 Happy Meal reveals the power of compounding, long-term investing, and inflation-proof retirement planning. Learn how Alison Wealth in Charleston helps families grow purchasing power and protect their future.