Knowledge is power.
It's easy to feel overwhelmed by the ever-changing world of wealth management. But no worries, that's where we come in.
Prosper is an award-winning magazine designed to give you the knowledge you need to keep your financial plan on track. Enter your address below to receive your complimentary magazine, as well as a digital copy.
In this edition
Five Investment Themes for the Year Ahead
Positioning Your Family for the Next Generation
Stretching Out Your IRA with a Charitable Trust
Now is the Time for Women to Focus on Finances
Flexible Retirement Savings Solutions for Owner-Only Business
Estate Planning in an Uncertain Landscape
Four Trends in Philanthropy
An Economic Attitude Adjustment
What readers are saying
Also, thank you for sending that edition of Prosper over to me. A lot of useful information in there!
Thank you for sending the nine copies of Prosper. They will be distributed to my three children and five grandchildren with the hope that they will strike a chord.
All in all, Prosper is something that each client would - and should - find interesting and important.
In previous editions
Prosper, Volume 3
Our third edition of Prosper covers common and complex financial planning topics including estate planning, investment themes, paying for college, trusts, recent legislation, retirement planning, and much more.
Prosper, Volume 2
Some of the popular articles in our second edition of Prosper included, What to Consider When Planning for Retirement, The Hidden Costs of Estate Planning, Financing a College Education, and Doing Well While Doing Good.
Prosper, Volume 1
In our inaugural issue of Prosper we share insights into retirement planning, common estate planning missteps, preparing your portfolio for retirement and many more wealth management related topics.