Prosperity Capital Advisors

07/06/2026

For high-income earners, the biggest tax opportunities aren’t found at the end of the year. They’re built into the year before it even starts.

From equity compensation and stock projections to deferred compensation opportunities, there are often multiple moving parts that need to be evaluated well in advance. Many of the most impactful decisions can’t be made in the current year; they must be planned the year before, and that’s where our advisors come in

Watch or listen to the full conversation here: https://bit.ly/4eCJv9A

07/02/2026

Congratulations to Gregory Dillon, CFA®, CFP®, NSSA®, BPC, Partner and Senior Wealth Manager at Prosperity Capital Advisors, on being named a 2026 NJBIZ Leaders in Finance honoree.

This recognition celebrates financial professionals who are making a meaningful impact through leadership, industry contributions, community involvement, and professional achievement.

We’re proud to see Greg recognized among New Jersey’s top finance leaders and congratulate him on this well-deserved honor.



Gregory Dillon was named a 2026 NJBIZ Leaders in Finance honoree. The award was issued in 2026 and is based on nominees' involvement in their industries and communities, as well as professional achievements. Honorees were selected by a panel of independent judges with experience in the financial field following an open nomination period. No compensation was provided in connection with obtaining this award/rating. This recognition is not based on client experience or investment performance and does not constitute a testimonial or endorsement of our advisory services. June 2026

07/01/2026

What you leave behind in a traditional IRA may not be what your family keeps.

Our own Dave Alison breaks down three ways the tax obligation inside a traditional IRA can follow your spouse and children, and what families can do about it.

Traditional IRAs may create tax issues for you, your spouse, and your heirs. Here’s what high-net-worth families should know about RMDs and inherited IRA rules.

07/01/2026

Our Social Security specialist, Ash Ahluwalia, CFP®, MBA, recently presented “Strategies to Help Maximize Social Security Benefits” at Aprio CPA Firm in Little Falls, New Jersey.

In his presentation, he shared practical insights to help individuals and their families make more informed claiming decisions, uncover opportunities to help maximize lifetime income, and avoid costly mistakes.

It’s great to see Ash leading these important conversations and helping bring more clarity to Social Security planning.

06/29/2026

A market pullback may create valuable tax-planning opportunities.

One of our highly skilled advisors, Chad Weigl, explains how market volatility can make Roth conversions even more effective by allowing investors to move more shares into a Roth IRA while values are lower. When those assets recover, the growth can be tax-free.

Smart tax planning isn't just something to revisit at the end of the year. It requires staying proactive throughout the year and looking for opportunities as markets change.

Watch or listen to the full conversation here: https://bit.ly/3S8bqFE

06/22/2026

Your IRA may have a silent partner: the federal government.

Many retirees focus on growing their savings but overlook the future tax liability attached to traditional retirement accounts. Strategic tax planning, including Roth conversions, can help reduce that burden and create more tax-free income for the future.

We have advisors, like Chad Weigl, who specialize in tax management and how today's tax brackets present opportunities to take control of your retirement and potentially leave more for your spouse and heirs.

Watch or listen to the full conversation here: https://bit.ly/4e2gJ20

06/17/2026

A shift in how inflation is measured could support lower interest rates, but it also raises important questions about credibility and market expectations.

In this clip, President of Wealth Management, Dave Alison, CFP, EA, BPC explains why we're not making a heroic bet on the timing of rate cuts and instead remain focused on maintaining balanced, resilient bond portfolios.

Watch the full market update for more insights on interest rates, inflation, portfolio positioning, and the key economic trends shaping today's investment landscape: https://bit.ly/49ZVjjI

06/16/2026

Before you write off annuities know this:
Today's fixed indexed annuities are a far cry from the high-fee, illiquid products that gave the category its reputation. We just published a balanced, fiduciary take on where modern annuities may fit and what questions are worth asking first.
Read it here: https://bit.ly/4dUgXH1

Want to talk through what this means for your plan? https://bit.ly/3RJjtIS

Are annuities worth considering for retirement? A balanced, fiduciary look at where annuities may fit within a high-net-worth retirement income plan.

06/15/2026

Unexpected capital gains taxes can catch investors off guard.

Even if you never sell an investment, mutual fund managers may make trades within the fund that create capital gains distributions, leaving you with a surprise tax bill at year-end.

One of our top advisors, Chad Weigl, breaks down why taxable investment accounts need careful oversight and how tax-smart investing strategies can help reduce surprise tax consequences.

Watch or listen to the full conversation here: https://bit.ly/4veZWPy

06/12/2026

When markets get volatile, discipline matters more than headlines.

In this clip, President of Wealth Management, Dave Alison, CFP, EA, BPC, explains why staying focused on a long-term strategy can help investors avoid costly emotional decisions.

Watch the full market update to learn why our investment committee made proactive portfolio adjustments in May: https://bit.ly/3Sns5oN