Elliot Kallen

Welcome to Season 4, Episode 5 of Meet the Expert® with Elliot Kallen! Ever dreamt of tax-free income? This episode dives deep into the world of municipal investing with Gregory Torretti from American Century Investments. We crack open the secrets of municipal bonds, explore their tax advantages, and discover how they can fit into your investment strategy, especially if you live in a high-tax state. Gregory also unpacks the impact of the current economic climate, interest rates, and even Federal Reserve policies on municipal bonds. Feeling overwhelmed by investment options? We discuss the pros... Continue Reading

We are in the most interesting times. For our personal investment clients and 401(k) clients, there have been many smiles so far this year. We are happy that the markets, broadly, have begun this year on a bullish note. 2023–except for a handful of large AI companies–was a poor year for investors. But today, smiles are back. And… It’s an election year, which is usually a pretty good year for investors too. Interest Rates: A Word of Caution However, let’s consider the cautionary winds that are blowing gently so far but still persist. Wall Street experts believe that the Federal Reserve... Continue Reading

Why should you care about emerging markets? What are they anyway? Meet the expert, Kevin T. Carter. In this episode, he makes the case for why you should seriously look into placing a chunk of your portfolio into these untapped wells of opportunity. Specifically, he points to India as an especially promising arena for investors who are keen to do more with their money than just going the conventional routes. He also talks about the risks of investing in emerging markets and what you can do about them. You might get convinced to take a closer look at one of these markets when you’re done with... Continue Reading

I always think of March and April as new flowers, new loves, and new beginnings. In the Estate Planning world, it’s a great time to think about not only the next generation but planning for several generations to come. Let’s do a quick tune-up. Key Elements of Your Estate Plan Do you have a Trust/Will set up (including medical directives, etc.)? This is the basic building block of your estate. You will direct your assets to be transferred or liquidated and passed along according to your wishes to those you love or your favorite charities. The Simple A/B Trust, the By-Pass Trust, or the Marital... Continue Reading

Welcome to Season 4, Episode 3 of Meet the Expert® with Elliot Kallen! In this episode, Elliot is joined by Benjamin Rizzuto from Janus Henderson Investors to discuss estate planning and why no one should hesitate to talk about it. Bravely facing the thoughts of retirement and death, they explore its financial and non-financial aspects, from tax implications, splitting money among beneficiaries, to the impact of inheritance on legacy building. Benjamin also shares three simple ways to decrease estate taxes and two essential things to remember to ensure a smooth wealth transfer. Read More: https://prosperityfinancialgroup.com/2024/03/11/diving-deep-into-estate-planning-with-benjamin-rizzuto Free... Continue Reading

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

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

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

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

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