Complete Wealth Management With Dave Alison
Learn the strategies and techniques used by the ultra-wealthy to maximize their wealth. In this podcast, Dave Alison and the team at Alison Wealth will discuss relevant topics to help you build, grow, and protect your wealth.
About The Host:
Dave Alison, CFP®, EA, BPC is a nationally recognized advisor with a passion to make clients’ financial lives easier through integrated holistic wealth management. His professional capabilities to engineer advanced financial, tax, investment, insurance and estate planning needs into one holistic plan led him to found Alison Wealth Management.
Dave’s exceptional contributions to the financial services industry have garnered prestigious accolades, including being named a 2023 InvestmentNews 40 Under 40 honoree, a 2023 ThinkAdvisor LUMINARIES winner for thought leadership and education, InvestmentNews Top Advisors 2024 list, Excellence Awardee Finalist for the 2024 InvestmentNews Awards, and a multiple-year recipient of the Five Star Wealth Manager Award.
His expertise in holistic wealth management has garnered recognition from reputable media outlets, such as Bloomberg, MarketWatch, Schwab, Forbes, Investor's Business Daily, U.S. News & World Report, and Financial Planning Magazine, positioning him as a trusted source in the field.
Furthermore, Dave is the founding partner & President of C2P, a platform committed to enhancing financial planning, investment, and training offerings for advisors and their clients across the United States. Dave is also President & Chair of the Investment Committee at Prosperity Capital Advisors — C2P’s SEC-registered, nationally acclaimed investment advisory firm managing over $3.2 billion in client assets.
Complete Wealth Management With Dave Alison
Q2 Market Intel Report | Episode 6
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.
