In this episode, we will discuss the challenges of investing in 2022 as well as our market & economic outlook for 2023. 

We will discuss...

👉 How the lingering impacts from Covid, geopolitical events, record surging 40-year high inflation, and an unprecedented interest rate hike by the Fed have impacted the stock & bond market.

👉 What falling inflation means for Fed policy and interest rates.

👉 Will the U.S. economy fall into a recession?

👉 Could a Fed pause bring relief for stocks?

...and how your response to volatility matters now more than ever.

To download the slides from this episode, click here:
https://bit.ly/MarketIntelQ4

For more episodes of our podcast, visit:
https://alisonwealth.com/resources/the-complete-wealth-management-podcast

To learn more about Alison Wealth Management, please visit our website at:
https://alisonwealth.com

To learn more about Prosperity Capital Advisors or find an advisor in your area, please visit: 
https://prosperitycapitaladvisors.com/advisor-search

The information provided in this presentation is not intended to be individual investment advice or legal advice.  The information provided is for informational and training purposes only.

Investment advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). For a detailed discussion of PCA and its investment advisory fees, see the firm’s Form ADV and Form CRS on file with the SEC at www.adviserinfo.sec.gov. The views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.

All data provided, including any reference to specific securities or sectors, is provided for informational purposes and should not be construed as investment advice. It does not constitute an offer, solicitation, or recommendation to purchase any security. Consider your investment objectives, risks, charges and expenses before investing. These views are as of the date of this publication and are subject to change. Past performance is no guarantee of future performance.

In this episode, elder law attorney & long term care expert Harley Gordon joins Dave Alison to talk about the consequences of an extended care event on you, your portfolio, and most importantly, your family. 
 
We will discuss...
 
👉What an extended care event is and how it impacts a retirement 
 
👉The impact of an extended care event on your spouse & children
 
👉How extended care events impact people in a second marriage
 
👉The difference between a care-supervisor and a caregiver
 
👉Self-funding vs insuring against an extended care event
 
...and how to maximize & protect cash flow in retirement.
 
About our guest Harley Gordon:
 
Harley Gordon is a founding member of the National Academy of Elder Law Attorneys, a professional organization that deals with legal and ethical issues facing the elderly. He has been voted as one of the 100 most influential people in long-term care by McKnight’s Long-Term Care News.
 
His views on the consequences of not having a plan for long-term care have been featured in the national media including, The CBS Evening News, The Today Show, CNN, and The Wall Street Journal. Mr. Gordon has spoken at numerous national conferences including, The Financial Planning Association, The National Association of Insurance & Financial Advisors, and The National Association of Health Underwriters.

Mr. Gordon’s experience led him to create the Certified in Long-Term Care (CLTC) program (www.ltc-cltc.com). It is the country’s first designation focused on training financial service professionals.

To learn more about Alison Wealth Management, please visit our website at:
https://alisonwealth.com

To learn more about Prosperity Capital Advisors or find an advisor in your area, please visit: 
https://prosperitycapitaladvisors.com/advisor-search

The information provided in this presentation is not intended to be individual investment advice or legal advice.  The information provided is for informational and training purposes only.

Investment advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). For a detailed discussion of PCA and its investment advisory fees, see the firm’s Form ADV and Form CRS on file with the SEC at www.adviserinfo.sec.gov. The views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.

All data provided, including any reference to specific securities or sectors, is provided for informational purposes and should not be construed as investment advice. It does not constitute an offer, solicitation, or recommendation to purchase any security. Consider your investment objectives, risks, charges and expenses before investing. These views are as of the date of this publication and are subject to change. Past performance is no guarantee of future performance.

In this episode, estate planning attorney Benjamin Kelly joins Dave Alison to talk about techniques and strategies used to protect your family from the what-ifs in life in addition to advanced strategies to reduce your lifetime taxes. 

We will discuss...

👉The 3 most important questions for your estate plan

👉The core estate planning documents most people should have

👉Who needs a trust and how it is used

👉The costly mistake of probate upon your passing

👉The use of certain advanced trusts for tax mitigation or reduction

...and how to avoid costly mistakes others have made.

About our guest Benjamin Kelly:

Ben designs and implements sophisticated estate plans for high-net-worth individuals. From the moment he starts talking with a client, their family becomes his family. He uses a variety of financial vehicles to create customized approaches that help his clients succeed from both a business and personal standpoint.

Ben’s interest in financial solutions dates to age 24, when he and his wife found out they were expecting twins. After setting up an estate plan for his growing family, Ben discovered his professional calling: helping families protect themselves and providing them financial peace of mind. Ben left his job as a financial advisor and pursued his law degree with the sole focus of becoming an estate planning attorney.

Ben's Experience

• Advising prominent high-net-worth individuals and families, entrepreneurs, entertainers and celebrities on wealth preservation, intra-family transfers and business succession planning.
• Maximizing income tax and wealth transfer tax efficiencies by developing creative plans that protect assets for future generations, including real property, financial assets, intellectual property and other business interests.
• Advising clients on planning for a liquidity event, such as the sale of a company or private equity transaction.
• Providing guidance on charitable giving arrangements (through both direct giving and the use of trusts) so as to maximize the income and transfer tax benefits of contributions.

To contact Benjamin Kelly, please visit his website at:
https://www.huschblackwell.com/professionals/benjamin-kelly

To learn more about Alison Wealth Management, please visit our website at:
https://alisonwealth.com

To learn more about Prosperity Capital Advisors or find an advisor in your area, please visit: 
https://prosperitycapitaladvisors.com/advisor-search

The information provided in this presentation is not intended to be individual investment advice or legal advice.  The information provided is for informational and training purposes only.

 Investment advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). For a detailed discussion of PCA and its investment advisory fees, see the firm’s Form ADV and Form CRS on file with the SEC at www.adviserinfo.sec.gov. The views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.

All data provided, including any reference to specific securities or sectors, is provided for informational purposes and should not be construed as investment advice. It does not constitute an offer, solicitation, or recommendation to purchase any security. Consider your investment objectives, risks, charges and expenses before investing. These views are as of the date of this publication and are subject to change. Past performance is no guarantee of future performance.

In this episode, Apollo D. Lupescu, PhD joins Dave Alison to talk about navigating volatile markets. 

We will discuss investor concerns at the moment, including:
Inflation
Fed raising rates
The potential for a recession
Geopolitical risks with China and the war in Ukraine
Tech stocks

...and how we should be thinking about our investments going forward.

To learn more about Alison Wealth Management, please visit our website at:
https://alisonwealth.com

To learn more about Prosperity Capital Advisors or find an advisor in your area, please visit: 
https://prosperitycapitaladvisors.com/advisor-search

The information provided in this presentation is not intended to be individual investment advice or legal advice.  The information provided is for informational and training purposes only.

Investment advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). For a detailed discussion of PCA and its investment advisory fees, see the firm’s Form ADV and Form CRS on file with the SEC at www.adviserinfo.sec.gov. The views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.

All data provided, including any reference to specific securities or sectors, is provided for informational purposes and should not be construed as investment advice. It does not constitute an offer, solicitation, or recommendation to purchase any security. Consider your investment objectives, risks, charges and expenses before investing. These views are as of the date of this publication and are subject to change. Past performance is no guarantee of future performance.