A Word With Elliot
Long-term Care Solutions for the Sandwich Generation
What is the Sandwich Generation? This term is used to describe individuals who are taking care of their aging parents while still raising their own children. With Mother’s Day coming up, it’s important to recognize and support the members of this generation. When you,...
Earth Day 2023: The ESG Dilemma
On April 22nd, we celebrate Earth Day –an occasion that many around the world celebrate every year. We are supposed to take a moment to appreciate our planet's resources, which we consume every day. This day also raises an essential question - should you consider...
Flourishing Your Investments
Understanding Today's Financial Landscape Our world has become temporarily more complicated. Bank failures plus the shrinking of our Regional Banking system, interest rates still going up, and prices are up again alongside political turmoil and anger. Our cities are...
Don’t Leave Your Money to Luck
The State of Financial and Political Volatility It’s the middle of March 2023 and the financial and political worlds have remained volatile for more than a year, with mostly negative news in the headlines. War in Ukraine continues and inflation is virtually...
Are You a “Risk-on or Risk-Off” Investor?
Investors’ patience has really been tested in the last 18 months or so. After 2020 and 2021, we all became a bit spoiled and expected double-digit returns in the equity markets. Our favorite tech companies were leading the pack and the companies to avoid being the...
Sound Financial Advice: Lessons I Learned From Mom
I think that it’s quite funny to say, “Mom was probably right.” When it came to money, she was old-school. Born in 1918, she was a survivor of both the Great Depression and the Auschwitz Concentration Camp. You can see why she had developed strong memories that she...
Happy Presidents Day
Time to Celebrate or Go Shopping? What strange times do we live in where President's Day means both? For the traditionalists, Monday, February 21st marks President’s Day. It’s the day we originally celebrate our first President, George Washington, and later our 16th...
For Love and Money… ’till Death Do Us Part
February and Valentine’s Day usually represent a time of love and everything associated with love. Romance, flowers, jewelry, fine food, and chocolates – these are all good! However, from a finance point of view, it should also be a time to discuss making sure that...
Prospering Beyond the Storm of 2022 Into an Improving 2023
Welcome to a new year of opportunities. I am so excited to be leaving 2022 behind. There has been so much negative news around the world, and the Global Equity and US Equity Markets responded as one would think, negatively. When it comes to the connection between...
Happy New Year: 2023 Projections and Your Portfolio
Happy New Year. There is no question about the fact that we have been in a Bear Market, certainly in the Growth, Biotech, and Technology Sectors for virtually all of 2022. The year 2022 may go down as the worst year of overall returns since 2008, considered by many to...
Happy Holidays from Prosperity Financial Group
I know that Christmas in the United States is as big as it gets. Presents, trees, lights, family, prime rib dinner, etc. It is, however, also a holiday filled with great kitchen smells, yummy endless food, lots of family around, and a present or two under the tree. I...