Recent Content
According to a 2019 Charles Schwab survey, about 59% of Americans considered themselves savers. However, more recent studies show that around 63% of people in the same demographic live paycheck to pay…
According to a 2019 …
According to a 2019 Charles Schwab survey, about 59% of Americans considered themselves savers. However, more recent studies show that around 63% of people in the same demographic live paycheck to paycheck.When you’re just starting out, it can feel like your paychecks barely cover rent, utility bills, debt payments, and groceries. However, during inflationary times, your hard-earned money buys less bread, gas, or home than it used to. After you’ve managed monthly expenses and saved some money in an emergency fund, it’s time to start thinking about investing. The challenge is det…
Elliot Kallen
July 26, 2024 
In this episode of “Meet the Expert,” host Elliot Kallen sits down with Fred Carey, the CEO of Idea Pros. Fred shares his experience of starting multitudes of companies and guiding new entrepreneu…
In this episode of …
In this episode of “Meet the Expert,” host Elliot Kallen sits down with Fred Carey, the CEO of Idea Pros. Fred shares his experience of starting multitudes of companies and guiding new entrepreneurs. They discuss the phases of entrepreneurship, the importance of innovation, the role of perseverance, balancing life and business, and planning for the future. Whether you’re a seasoned entrepreneur or just starting out, this episode is packed with valuable insights and advice.Watch the Episode HereIntroduction to Fred Carey and Idea ProsElliot: Today, we’ve got a very…
Elliot Kallen
July 24, 2024 
Join Fred Cary, CEO of IdeaPros, as he shares his insights on the critical role of perseverance in the entrepreneurial journey. Discover how Resilience and the ability to pivot can transform failures …
Join Fred Cary, CEO …
Join Fred Cary, CEO of IdeaPros, as he shares his insights on the critical role of perseverance in the entrepreneurial journey. Discover how Resilience and the ability to pivot can transform failures into stepping stones to success. Learn from Fred's experience starting over 40 companies and guiding hundreds more.
Elliot Kallen
July 17, 2024 
We are all aware of the 4th of July when we celebrate American Independence, the Declaration of Independence, the Bill of Rights, and the inspiring phrase, “Life, Liberty and the Pursuit of Happines…
We are all aware of …
We are all aware of the 4th of July when we celebrate American Independence, the Declaration of Independence, the Bill of Rights, and the inspiring phrase, “Life, Liberty and the Pursuit of Happiness.” This phrase is one of the cornerstones of our daily lives here in this great Republic. Travel around the world, and you’ll come back to the US with a renewed appreciation for our freedoms.However, our forefathers missed another key phrase, “The right to have and enjoy Financial Freedom.” Financial freedom is defined differently by everyone. For one person, it’s having more money …
Elliot Kallen
June 28, 2024 
In this episode of “Meet the Expert,” Elliot Kallen, CEO of Prosperity Financial Group, interviews Mark O’Donnell, CEO of EOS Worldwide, a company that specializes in managing human energy throu…
In this episode of …
In this episode of “Meet the Expert,” Elliot Kallen, CEO of Prosperity Financial Group, interviews Mark O’Donnell, CEO of EOS Worldwide, a company that specializes in managing human energy through the Entrepreneurial Operating System (EOS). They delve into the importance of vision, traction, and healthy teams, and discuss how EOS helps businesses align their leadership and staff towards common goals. The conversation provides invaluable insights for C-suite executives and business owners looking to scale their companies effectively.Watch the Episode HereIntroduction…
Elliot Kallen
June 27, 2024 
To build a thriving business, you need to focus on six key components: vision, people, data, issues, process, and traction. Mark O'Donnell breaks down each component and shares practical tools for str…
To build a thriving …
To build a thriving business, you need to focus on six key components: vision, people, data, issues, process, and traction. Mark O'Donnell breaks down each component and shares practical tools for strengthening them in your organization. Learn how to create a clear vision, build a great team, make data-driven decisions, solve issues, streamline processes, and gain traction.
Elliot Kallen
June 19, 2024 
As we enter the second half of 2024, an election year with all types of volatility, we should continue to think about where we desire our wealth to go, while we are still alive or post-death. Planning…
As we enter the seco…
As we enter the second half of 2024, an election year with all types of volatility, we should continue to think about where we desire our wealth to go, while we are still alive or post-death. Planning here is always advantageous, or we may be giving the state and federal governments a large bulk of our assets.We work with clients every day on these issues, and when you own a family business or a large amount of assets, including real estate and equities, it can be quite an ordeal to transfer these assets and still keep your wealth and family intact and communicating forever. So much ill-wi…
Elliot Kallen
June 13, 2024 I am quite sure you have no idea what I am talking about. Even if you aren’t the shopper in the family or would never purchase frozen peas or corn, why is this relevant to bond accounts?Experts …
I am quite sure you …
I am quite sure you have no idea what I am talking about. Even if you aren’t the shopper in the family or would never purchase frozen peas or corn, why is this relevant to bond accounts?Experts predicted that the Federal Reserve Bank would lower interest rates at least three times this year, beginning this June. But now with inflation rearing its ugly head again, it’s doubtful that interest rates will drop anytime soon, and probably not even this year.Rising Commodity Prices and Your Disposable IncomeIn the last three years, prices we all pay for commodities are up by as much a…
Elliot Kallen
June 6, 2024 
In this episode of “Meet the Expert,” host Elliot Kallen sits down with Liz Elting, the visionary co-founder of TransPerfect. Liz shares her incredible journey from starting a business in an NYU d…
In this episode of …
In this episode of “Meet the Expert,” host Elliot Kallen sits down with Liz Elting, the visionary co-founder of TransPerfect. Liz shares her incredible journey from starting a business in an NYU dorm room to building the world’s largest language solutions company. She also discusses her philanthropic efforts, the importance of Resilience and discipline in entrepreneurship, and her recently published book. This conversation is packed with insights and advice for aspiring entrepreneurs and established business leaders alike.Watch the Episode HereLanguage Passion to Busine…
Elliot Kallen
June 5, 2024 
Discover the inspiring story of Liz Elting, co-founder of TransPerfect, who built a billion-dollar language solutions company from an NYU dorm room. From focusing on profitability to hiring the right …
Discover the inspiri…
Discover the inspiring story of Liz Elting, co-founder of TransPerfect, who built a billion-dollar language solutions company from an NYU dorm room. From focusing on profitability to hiring the right people and fostering innovation, Liz reveals the key elements that contributed to TransPerfect's success. Learn valuable lessons on scaling a business and achieving long-term growth.
Elliot Kallen
June 5, 2024 What kind of son would I be if I didn’t pen a mushy, heartfelt note this Mother’s Day? Today, and indeed every day, is a perfect opportunity to acknowledge the extraordinary efforts our mothers pu…
What kind of son wou…
What kind of son would I be if I didn’t pen a mushy, heartfelt note this Mother’s Day? Today, and indeed every day, is a perfect opportunity to acknowledge the extraordinary efforts our mothers put into raising us. They endured sleepless nights during our early years, managed countless diaper changes, nursed us through illnesses, constantly worried about our safety and futures, and navigated our challenging teenage antics. Yet, ask any of them what they would change, and the likely answer is, “Nothing.”A Personal Tribute to MomFor me, I feel blessed. My mother, born during the …
Elliot Kallen
May 7, 2024 Have you noticed the recent increase in fuel prices? They’re up by more than $0.50 per gallon. Copper has risen by 42%, and food prices have soared by 24%. So, what does this inflation mean for you,…
Have you noticed the…
Have you noticed the recent increase in fuel prices? They’re up by more than $0.50 per gallon. Copper has risen by 42%, and food prices have soared by 24%. So, what does this inflation mean for you, other than the fact that everything now costs more?Just a month ago, and since January, experts were predicting that the Federal Reserve would lower rates in June and possibly 3-4 more times this year. However, with the price of a barrel of crude oil now above $80, this is likely to boost the inflation rate by several percentage points, prompting the Federal Reserve to reconsider any rate red…
Elliot Kallen
May 7, 2024 
Municipal Bonds: Demystifying Tax-Free Income With Gregory TorrettiWelcome to Season 4, Episode 5 of Meet the Expert® with Elliot Kallen!Ever dreamt of tax-free income? This episode dives deep i…
Municipal Bonds: Dem…
Municipal Bonds: Demystifying Tax-Free Income With Gregory TorrettiWelcome 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 municip…
Elliot Kallen
April 21, 2024 
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 America…
Welcome to Season 4,…
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 pro…
Elliot Kallen
April 8, 2024 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…
We are in the most i…
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 CautionHowever, let’s consider the cautionary winds that are blowing gently so far but still persist. Wall Street experts believe that the Feder…
Elliot Kallen
April 3, 2024 
Investing In Emerging Markets With Kevin T. CarterWelcome to Season 4, Episode 4 of Meet the Expert® with Elliot Kallen!Why should you care about emerging markets? What are they anyway? Meet the…
Investing In Emergin…
Investing In Emerging Markets With Kevin T. CarterWelcome to Season 4, Episode 4 of Meet the Expert® with Elliot Kallen!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…
Elliot Kallen
April 2, 2024 
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 po…
Why should you care …
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…
Elliot Kallen
March 25, 2024 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 …
I always think of Ma…
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 PlanDo 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, o…
Elliot Kallen
March 12, 2024 
