In this episode, Dave Alison reflects on 2023 and shares our Q1 Market Intel Report. We're peeling back the layers on inflation's retreat, robust consumer spending, and a labor market that's standing strong against the odds. Dave doesn't just share the hard numbers; he brings clarity to what these trends mean for the year ahead, especially with whispers of Federal Reserve rate cuts stirring the air. 

Armed with historical data that spotlights the stark contrasts in stock market performance after a rate cut during recessionary and non-recessionary times, Dave guides us through the labyrinth of the stock market's response to interest rate tweaks.

Lastly, as the presidential election looms over us with its aura of uncertainty, Dave dissects the potential impacts—or lack thereof—on the economy and your investments. This is your gateway to understanding the subtle yet significant shifts that could shape your financial future in 2024.

The three major themes discussed are:
👉 The state of the U.S. economy and what's ahead
👉 What the start of rate cuts could mean for markets
👉 The potential market impact of the presidential election

For more episodes of our podcast, visit:
https://www.alisonwealth.com/podcast or find us on your favorite podcast player here: https://completewealthmanagement.buzzsprout.com/share

To learn more about Alison Wealth Management, please visit our website at: https://alisonwealth.com

The information provided in this presentation is not intended to be individual investment advice or legal advice.  The information provided is for informational and training purposes only.

Investment advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). For a detailed discussion of PCA and its investment advisory fees, see the firm’s Form ADV and Form CRS on file with the SEC at www.adviserinfo.sec.gov. The views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.

Advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). Views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.

All data provided, including any reference to specific securities or sectors, is provided for informational purposes and should not be construed as investment advice. It does not constitute an offer, solicitation, or recommendation to purchase any security. Consider your investment objectives, risks, charges and expenses before investing. These views are as of the date of this publication and are subject to change. Past performance is no guarantee of future performance.

Ever pondered what it'd be like to trade the 9-5 grind for an early retirement? How about a life of sailing and adventure instead of sitting in front of the computer screen? 

That's precisely what our wealth management client's, Jayne and James, did!

In this special client experience episode, I sit down with James and Jayne, who became clients of Alison Wealth Management in 2021. They sought assistance in designing and optimizing their distinctive retirement plan. We delve into their decision to exit the full-time workforce at the early age of 50 to concentrate on their passion for travel and sailing.

As we sail along with them in our conversation, you'll hear their journey - James, a former Meta (Facebook) Engineering Director and Jayne, who was in marketing at Stanford University shed light on:

👉 Early retirement decisions

👉The qualitative & quantitative aspects of their decision-making process

👉 Leaving the workforce during peak income-earning stage of life.

If you are considering an If you are considering an early retirement, or just looking for inspiration on pursing your passion, check this episode out! retirement, check this episode out!

For more episodes of our podcast, visit:
https://www.alisonwealth.com/podcast or find us on your favorite podcast player here: https://completewealthmanagement.buzzsprout.com/share

To learn more about Alison Wealth Management, please visit our website at: https://alisonwealth.com

The information provided in this presentation is not intended to be individual investment advice or legal advice.  The information provided is for informational and training purposes only.

Investment advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). For a detailed discussion of PCA and its investment advisory fees, see the firm’s Form ADV and Form CRS on file with the SEC at www.adviserinfo.sec.gov. The views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.

Advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). Views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.

All data provided, including any reference to specific securities or sectors, is provided for informational purposes and should not be construed as investment advice. It does not constitute an offer, solicitation, or recommendation to purchase any security. Consider your investment objectives, risks, charges and expenses before investing. These views are as of the date of this publication and are subject to change. Past performance is no guarantee of future performance.

Welcome to The Complete Wealth Management's podcast, where tax experts and Certified Financial Planners Dave Alison, Conrad Levesque  and David Roth unpack "21 Strategic Year-End Tax Moves" for to help build your wealth. Join us as we navigate key actions to optimize your tax situation before the year concludes.

👉 Maximize retirement contributions, seize Roth IRA opportunities, and leverage triple tax benefits with HSA contributions. 

👉 Explore opportunities like the Mega Backdoor Roth and strategic stock sales. 

👉 Consider charitable giving optimization and explore tax-efficient gifting. 

👉 Ensure property tax deductions, cost segregation for property owners, and explore Qualified Opportunity Zones.

👉 Fine-tune your withholdings, evaluate stock options, and review paycheck withholdings.

Whether it's tax loss harvesting, maximizing 529 plans, or prepaying property taxes, we've got you covered.

Tune in for a concise guide to make the most of your financial resources before year-end!

For more episodes of our podcast, visit:
https://www.alisonwealth.com/podcast or find us on your favorite podcast player here: https://completewealthmanagement.buzzsprout.com/share

To learn more about Alison Wealth Management, please visit our website at: https://alisonwealth.com

The information provided in this presentation is not intended to be individual investment advice or legal advice.  The information provided is for informational and training purposes only.

Investment advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). For a detailed discussion of PCA and its investment advisory fees, see the firm’s Form ADV and Form CRS on file with the SEC at www.adviserinfo.sec.gov. The views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.

Advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). Views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.

All data provided, including any reference to specific securities or sectors, is provided for informational purposes and should not be construed as investment advice. It does not constitute an offer, solicitation, or recommendation to purchase any security. Consider your investment objectives, risks, charges and expenses before investing. These views are as of the date of this publication and are subject to change. Past performance is no guarantee of future performance.

Step into the world of finance as we sit down with Alison Wealth's newest team member, Conrad Levesque, CFP®, CPA, BPC, a seasoned professional who has been navigating the intricate labyrinth of the finance industry since he was a mere 16 years old. Conrad’s journey is an intriguing one and brings a fresh perspective to our show.

Join us as we unravel the concept of holistic wealth management, a principle that has over time shaped the foundation of our practice. Listen as we bring to light five pillars that serve as the backbone of our approach and discusses how these can positively influence high net worth and ultra-high net worth families. As the conversation progresses, we delve into the crux of coordinated wealth management and the need for a more synergistic approach among professionals from different fields such as financial advisors, investment advisors, tax advisors, business advisors, insurance agent and attorneys. We will also give you a quick assessment to rank the execution of holistic wealth management in your own personal financial lives.

In the latter part of our discussion, we spotlight the value of having a personalized financial plan. With an emphasis on  the benefits of the bucket plan, our bespoke strategy designed to provide retirement income, long-term growth, and legacy planning. We also touch on the vital role of asset management and protection planning, while exploring the cost-benefit of transferring liability to an insurance company or self-insuring. Don’t miss out on this insightful episode as we uncover the many layers of wealth management and financial planning.

For more episodes of our podcast, visit:
https://www.alisonwealth.com/podcast or find us on your favorite podcast player here: https://completewealthmanagement.buzzsprout.com/share

To learn more about Alison Wealth Management, please visit our website at: https://alisonwealth.com

The information provided in this podcast is not intended to be individual investment advice or legal advice.  The information provided is for informational and training purposes only.

Investment advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). For a detailed discussion of PCA and its investment advisory fees, see the firm’s Form ADV and Form CRS on file with the SEC at www.adviserinfo.sec.gov. The views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.

Advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). Views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.

All data provided, including any reference to specific securities or sectors, is provided for informational purposes and should not be construed as investment advice. It does not constitute an offer, solicitation, or recommendation to purchase any security. Consider your investment objectives, risks, charges and expenses before investing. These views are as of the date of this publication and are subject to change. Past performance is no guarantee of future performance.

In this episode, we will recap the stock market performance in Q3 of 2023 and talk about the 3 key themes on the minds of investors as we head into Q4 2023 during our market intel report.

We will discuss...

👉 Why haven't higher rates caused the economy to slow more?

👉 What might come next for interest rates?

👉 Is now a good time to consider adding fixed income to portfolios?

For more episodes of our podcast, visit:
https://www.alisonwealth.com/podcast

To learn more about Alison Wealth Management, please visit our website at: https://alisonwealth.com

The information provided in this presentation is not intended to be individual investment advice or legal advice.  The information provided is for informational and training purposes only.

Investment advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). For a detailed discussion of PCA and its investment advisory fees, see the firm’s Form ADV and Form CRS on file with the SEC at www.adviserinfo.sec.gov. The views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.

Advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). Views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.

All data provided, including any reference to specific securities or sectors, is provided for informational purposes and should not be construed as investment advice. It does not constitute an offer, solicitation, or recommendation to purchase any security. Consider your investment objectives, risks, charges and expenses before investing. These views are as of the date of this publication and are subject to change. Past performance is no guarantee of future performance.

In this episode of The Complete Wealth Management Podcast, join host Dave Alison, CFP, EA, alongside financial advisors and tax experts David Roth, CFP, EA, and Conrad Levesque, CFP, CPA as we dive deep into one of life's most crucial financial decisions. Should you pay cash or take out a loan for major purchases? 

In this episode, we discuss:

👉The case for paying cash
👉The power of leverage with loans
👉The key factors that influence the decision between cash and loans
👉Real-life examples of clients who have faced this decision
👉Common misconceptions and mistakes people make when making these decisions 
👉How Wealth Families Use Intra-Family Loans

Whether you're considering a home renovation, a new car, or any significant investment, this episode will help equip you with the knowledge to navigate these financial crossroads confidently. Tune in today and embark on a journey towards financial empowerment. 

Subscribe, rate, and share with friends to help spread the wisdom!

For more episodes of our podcast, visit:
https://alisonwealth.com/resources/the-complete-wealth-management-podcast

To learn more about Alison Wealth Management, please visit our website at: https://alisonwealth.com

The information provided in this presentation is not intended to be individual investment advice or legal advice.  The information provided is for informational and training purposes only.

Investment advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). For a detailed discussion of PCA and its investment advisory fees, see the firm’s Form ADV and Form CRS on file with the SEC at www.adviserinfo.sec.gov. The views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.

Advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). Views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.

All data provided, including any reference to specific securities or sectors, is provided for informational purposes and should not be construed as investment advice. It does not constitute an offer, solicitation, or recommendation to purchase any security. Consider your investment objectives, risks, charges and expenses before investing. These views are as of the date of this publication and are subject to change. Past performance is no guarantee of future performance.

In this episode of The Complete Wealth Management Podcast, join host Dave Alison, CFP, EA, alongside financial advisor and tax expert David Roth, CFP, EA, as they demystify the world of stock options. 

Delve into the intricate details of incentive stock options (ISOs), non-qualified stock options (NSOs), restricted stock units (RSUs), and performance stock units (PSUs). 

Gain invaluable insights into the benefits, tax implications, and strategic approaches for each type of stock option. 

Whether you're a seasoned investor or new to the financial landscape, this episode offers practical advice and expert perspectives to help you make informed decisions and unlock the potential of your stock-based compensation. 

Tune in and equip yourself with the knowledge you need to navigate the realm of stock options successfully. Your financial success starts here!

To book a call with Dave Alison to learn more about how the team at Alison Wealth can help you, please click here: https://calendly.com/dave-alison/intro

For more episodes of our podcast, visit:
https://alisonwealth.com/resources/the-complete-wealth-management-podcast

To learn more about Alison Wealth Management, please visit our website at: https://alisonwealth.com

The information provided in this presentation is not intended to be individual investment advice or legal advice.  The information provided is for informational and training purposes only.

Investment advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). For a detailed discussion of PCA and its investment advisory fees, see the firm’s Form ADV and Form CRS on file with the SEC at www.adviserinfo.sec.gov. The views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.

Advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). Views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.

All data provided, including any reference to specific securities or sectors, is provided for informational purposes and should not be construed as investment advice. It does not constitute an offer, solicitation, or recommendation to purchase any security. Consider your investment objectives, risks, charges and expenses before investing. These views are as of the date of this publication and are subject to change. Past performance is no guarantee of future performance.

In this episode, Dave Alison will reflect on the first half of 2023 stock market performance, but more importantly, talk about what's going on in investors' minds as we look at the second half of the year.

The three major themes we discuss are:

👉What contributed to the resiliency of the economy and markets in the first half of 2023?

👉Has the Fed done enough to address inflation?

👉Will the economic strength continue in the second half of 2023?

To download the slides referenced in this episode, please click here:
http://bit.ly/Q3MarketIntel

For more episodes of our podcast, visit:
https://alisonwealth.com/resources/th...

To learn more about Alison Wealth Management, please visit our website at: https://alisonwealth.com

To learn more about Prosperity Capital Advisors or find an advisor in your area, please visit: https://prosperitycapitaladvisors.com...

The information provided in this presentation is not intended to be individual investment advice or legal advice.  The information provided is for informational and training purposes only.

Investment advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). For a detailed discussion of PCA and its investment advisory fees, see the firm’s Form ADV and Form CRS on file with the SEC at www.adviserinfo.sec.gov. The views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.

All data provided, including any reference to specific securities or sectors, is provided for informational purposes and should not be construed as investment advice. It does not constitute an offer, solicitation, or recommendation to purchase any security. Consider your investment objectives, risks, charges and expenses before investing. These views are as of the date of th

Advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). Views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.

All data provided, including any reference to specific securities or sectors, is provided for informational purposes and should not be construed as investment advice. It does not constitute an offer, solicitation, or recommendation to purchase any security. Consider your investment objectives, risks, charges and expenses before investing. These views are as of the date of this publication and are subject to change. Past performance is no guarantee of future performance.

In this episode, Dave Alison will reflect on the first quarter of 2023 stock market performance, but more importantly, talk about what's going on in investors' minds as we look at the second quarter and what the remainder of 2023 can bring.

The three major themes I discuss are:

👉Are we nearing the end of the fight against inflation?

👉How will the Fed balance inflation with emerging financial instability?

👉What are the potential outcomes for the U.S. economy in 2023?

To download the slides referenced in this episode, please click here:
bit.ly/Q2MarketIntel

For more episodes of our podcast, visit:
https://alisonwealth.com/resources/the-complete-wealth-management-podcast

To learn more about Alison Wealth Management, please visit our website at:
https://alisonwealth.com

To learn more about Prosperity Capital Advisors or find an advisor in your area, please visit: 
https://prosperitycapitaladvisors.com/advisor-search

The information provided in this presentation is not intended to be individual investment advice or legal advice.  The information provided is for informational and training purposes only.

Investment advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). For a detailed discussion of PCA and its investment advisory fees, see the firm’s Form ADV and Form CRS on file with the SEC at www.adviserinfo.sec.gov. The views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.

All data provided, including any reference to specific securities or sectors, is provided for informational purposes and should not be construed as investment advice. It does not constitute an offer, solicitation, or recommendation to purchase any security. Consider your investment objectives, risks, charges and expenses before investing. These views are as of the date of this publication and are subject to change. Past performance is no guarantee of future performance.

Advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). Views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.

All data provided, including any reference to specific securities or sectors, is provided for informational purposes and should not be construed as investment advice. It does not constitute an offer, solicitation, or recommendation to purchase any security. Consider your investment objectives, risks, charges and expenses before investing. These views are as of the date of this publication and are subject to change. Past performance is no guarantee of future performance.

The modern world is changing at the speed of innovation, transforming the way we live and work. 

We see this change, and the pull of the future, through megatrends – powerful, transformative forces that can change the trajectory of the global economy by shifting the priorities of societies, driving innovation and redefining business models.

In this episode, Dave Alison is joined by Jeff Spiegel, US Head of iShares Megatrend ETFs at BlackRock and they discuss megatrend investing.

For more episodes of our podcast, visit:
https://alisonwealth.com/resources/the-complete-wealth-management-podcast

To learn more about Alison Wealth Management, please visit our website at:
https://alisonwealth.com

To learn more about Prosperity Capital Advisors or find an advisor in your area, please visit: 
https://prosperitycapitaladvisors.com/advisor-search

The information provided in this presentation is not intended to be individual investment advice or legal advice.  The information provided is for informational and training purposes only.

Investment advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). For a detailed discussion of PCA and its investment advisory fees, see the firm’s Form ADV and Form CRS on file with the SEC at www.adviserinfo.sec.gov. The views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.

All data provided, including any reference to specific securities or sectors, is provided for informational purposes and should not be construed as investment advice. It does not constitute an offer, solicitation, or recommendation to purchase any security. Consider your investment objectives, risks, charges and expenses before investing. These views are as of the date of this publication and are subject to change. Past performance is no guarantee of future performance.

Advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). Views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.

All data provided, including any reference to specific securities or sectors, is provided for informational purposes and should not be construed as investment advice. It does not constitute an offer, solicitation, or recommendation to purchase any security. Consider your investment objectives, risks, charges and expenses before investing. These views are as of the date of this publication and are subject to change. Past performance is no guarantee of future performance.