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Elliot Kallen

 
Running Distressed Credit With Duncan Farley
February 26th, 2024
Running Distressed Credit With Duncan Farley &Raquo; Graphics Duncan Farley Headshot Mte 2 Duncan Farley

In this episode, we sit down with portfolio manager Duncan Farley of BlueBay Asset Management. We discuss the profits to earn when running distressed credit, which Duncan has been doing for almost three decades. They explain how money management firms can take advantage of this investment to maximize opportunity on a global scale, particularly in the European market. Duncan also discusses how to navigate the possibility of recession as the United States enters its election year. Read More: https://prosperityfinancialgroup.com/2024/02/26/running-distressed-credit-with-duncan-farley Free Consultation:... Continue Reading

February 26th, 2024
Are You a Nervous Investor?
February 13th, 2024
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As the phrase goes, “May we live in interesting times”—and indeed, we certainly do. Current Global Economic and Financial Landscape Here’s what’s happening around the globe: An expanding war looms in the Middle East. Russia and Ukraine are entrenched in conflict with no resolution in sight. China’s intentions towards Taiwan are becoming increasingly aggressive, and it’s uncertain if there’s a capability or willingness to defend it. Europe is flirting with recession, while economists suggest we might be approaching a “soft landing,” potentially easing into a recession here at... Continue Reading

February 13th, 2024
Thematic Investing: Future Growth Opportunities With Scott Helfstein
February 12th, 2024
Thematic Investing: Future Growth Opportunities With Scott Helfstein &Raquo; Graphics Scott Helfstein Hs Mte S4 E1 Scott Helfstein

Welcome to Season 3, Episode 1 of Meet the Expert® with Elliot Kallen! Thematic investing navigates the future growth landscape, recognizing that key segments of the economy are crucial for future development. In this episode, we look into the fascinating world of thematic investing with Scott Helfstein, the Head of Thematic Solutions at Global X ETFs. From AI to infrastructures to defense technology, Scott sheds light on the approaches and impressive technological advancements in companies that will not only be a significant part of our future economy but also could lend insights into your... Continue Reading

February 12th, 2024
21st Annual Client Appreciation Holiday Party
December 14th, 2023
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Photo Booth Fun Our photo booth was a hit! These whimsical and playful photos show how much fun we had. Use the code “Prosperity” to download your favorites. See Your Pics! Warm Wishes, Prosperity Financial Group The post 21st Annual Client Appreciation Holiday Party appeared first on Prosperity Financial Group | San Ramon, CA.  Continue Reading

December 14th, 2023
Character, Not Perfection: Leadership Lessons And Reflections With Cathy Saunders
December 11th, 2023
Character, Not Perfection: Leadership Lessons And Reflections With Cathy Saunders &Raquo; Graphics Cathy Saunders Headshot Mte 12 Cathy Saunders

Welcome to Season 3, Episode 12 of Meet the Expert® with Elliot Kallen! Leadership is not just what you do when everybody is watching; it is also what you do when nobody is. Step into the world of leadership with Cathy Saunders from Putnam Investments as she explores the essence of leadership through the lens of experience and wisdom. Cathy shares valuable lessons from leaders like Howard Gardner, emphasizing the importance of reflection, leveraging strengths, continuous learning, storytelling, and the essential reliance on a supportive team. The discussion transcends corporate boundaries, offering... Continue Reading

December 11th, 2023
National Pearl Harbor Remembrance Day
December 7th, 2023
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As we observe the 82nd anniversary of the Pearl Harbor bombing this December 7th, we reflect on a day that profoundly changed our nation’s history. This attack precipitated the United States’ entry into World War II, a conflict that spanned from 1939 to 1945 and claimed the lives of approximately 70 to 85 million people, about 3% to 4% of the global population at the time. The Loss of American Lives The Pearl Harbor attack alone resulted in the tragic loss of around 2,400 American lives, a harrowing reminder of the horrors of war. On this National Pearl Harbor Remembrance Day, we honor... Continue Reading

December 7th, 2023
End of Year Planning and Reviewing
December 5th, 2023
End Of Year Planning And Reviewing &Raquo; Elliot Profile Pic

As we approach the close of another year, we’re presented with a wonderful opportunity to reflect on our recent successes and learning experiences. This time of introspection is not just a chance to celebrate our achievements but also a pivotal moment to strategically plan for the future. After all, thoughtful planning is a cornerstone of continued success. Consider the following questions in your reflection: 1. Progress Towards Goals Have you moved closer to your financial goals this year? What proactive steps have you taken? Whether it’s refining an existing plan or starting a new one, how... Continue Reading

December 5th, 2023
2024 IRS Updates: 401(k), IRA, & More
November 30th, 2023
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The Internal Revenue Service (IRS) has announced significant updates for 2024, impacting various retirement plans, including 401(k), Individual Retirement Accounts (IRA), and Roth IRAs. These changes, primarily influenced by cost-of-living adjustments (COLA), offer important implications for individuals and employers in planning their retirement contributions and strategies. 1. 401(k) Plan Contribution Limits For 2024, the contribution limit for 401(k) plans has been increased to $23,000, up from $22,500 in 2023​​​​. This increase allows individuals to contribute more towards their 401(k)... Continue Reading

November 30th, 2023
What is a Donor-Advised Fund (DAF)?
November 21st, 2023
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Have you ever dreamed of leaving a lasting mark on the world, one that resonates with your values and vision? Since we are now in an era shaped by global violence and economic uncertainty, it’s no surprise you might be seeking a connection to the good in the world once again. Yet, within this backdrop of challenge, there lies a remarkable opportunity for those with the means to make a difference. In the world of philanthropy, a tool that stands out for its flexibility and impact is the Donor-Advised Fund (DAF).  It’s not just about giving back; it’s about channeling wealth into meaningful... Continue Reading

November 21st, 2023
Profit Comes First: Cash Flow Mastery For Your Small Business With Rocky Lalvani
November 13th, 2023
Profit Comes First: Cash Flow Mastery For Your Small Business With Rocky Lalvani &Raquo; Graphics Rocky Lalvani Headshot Mte Rocky Lalvani1

When business owners go into business, it’s easy to assume that’s because they understood the business. But that’s the furthest thing from the truth. They went into business to do what they loved, and things like cash flow aren’t necessarily first on their minds. In this episode Rocky Lalvani of Profit Comes First discusses the crucial role of cash flow to small business success. Discover why it’s crucial to prioritize understanding your business’s financial health, even if numbers have never been your strong suit. Rocky shares valuable insights and practical strategies to help business... Continue Reading

November 13th, 2023