Commentary | Prosperion Financial Advisors

The Price of Promise

If we believe the headlines, an artificial intelligence revolution is upon us. For investors who experienced the dot-com boom, the vibe sure feels similar. But remember what human nature loves most: the chase. As history shows, it rarely ends well.

Invest, Plan

The Certainty of Uncertainty

Remember that as investors, we are constantly on the precipice of uncertainty. We can never confidently know how anything will play out. No one can. So what should we do? With everything changing, we think we should be adapting. New circumstances require portfolio changes, right?

Invest

The Telltale Signs of a Market Crash

As a student of markets, I believe history is a roadmap for the future. The past may not repeat, but it certainly tends to rhyme. So when I came across “A History of the United States in Five Crashes” by Scott Nation, I was hooked.

Invest

A Quarter Century of Panic and Prosperity

As we enter fall 2025, the S&P 500 is in the green for the year. It’s as if April’s panic never happened. This isn’t a fever dream, but a reminder: Stick to your plan.

Events

Philanthropy Made Easy, with Scott Lumpkin

Join us for a practical and timely conversation with Scott Lumpkin, a veteran in planned giving and former university fundraiser with more than 20 years of experience helping donors give with purpose.

Invest

The Bell-Bottom Billionaires

Being told in 1979 that two yet-to-be-founded companies would be worth more than the entire output of the U.S. economy would have sounded like science fiction. But this history offers a valuable reminder that the future is so big, it’s almost incomprehensible.

Plan

A Retirement Pay Raise You Don’t Have to Ask for

What if there were a way to raise your income during retirement — one that doesn’t require working or selling off your possessions? Let me introduce you to the quiet but powerful concept of dividend growth.

laptop sitting on a table in a coffee shop

Advisor Favorite, Invest

Don’t Just Own Shares: Share Ownership

Can you name five companies whose products or services you use almost daily? What top brands are your family members unable to live without? We consistently rely on — and budget for — these brands and businesses in our daily activities.

Events

Detecting and Avoiding Scams with Scott Henke, Onsite Consulting

From fake phone calls and phishing emails to fraudulent websites and sketchy ads, online and telephone scams are getting more sophisticated and dangerous. That’s why we brought back one of our most popular speakers: Scott Henke of Onsite Consulting

Families, Invest, Plan

History Over Headlines

Perspective is in increasingly short supply right now. Business news and market commentary is ever focused on urgency. But good investor behavior requires thinking long-term, staying grounded, and resisting the belief that daily market machinations are important enough to warrant changes.