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 […]
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 […]
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 […]
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 […]
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. […]
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 […]
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 […]
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.
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 […]
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, […]
