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New Service: Preparing Heirs

In 1972, Norman Rockwell painted Father and Son for the cover of the U.S. Trust Company annual report.

The painting shows a well-intentioned father teaching his son the fundamental principles behind the family’s investments. Dad is explaining an investment certificate pulled from the documents strewn across the table and stored for safekeeping in the family’s strongbox. The attentive son’s blank and anxious expression suggests his naiveté. One can only imagine where he would rather be on a Saturday morning!

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Press Release: Sybil Praski Among Financial Advisors Attending Barron’s Top Women Advisors Summit

Exclusive Conference Hosts Gathering of Nation’s Pre-eminent Financial Advisors and Industry Decision Makers

PALM BEACH — Sybil Praski of Prosperion Financial Advisors attended the seventh-annual Barron’s Top Women Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public.  The invitation-only conference was held at The Breakers, December 4 – December 6 in Palm Beach, FL.

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Maximizing Your Social Security Benefits with Rob Kron

Join Prosperion Financial Advisors for an informative session on maximizing your social security benefits, presented by Rob Kron* of BlackRock.

*Rob Kron is not affiliated with LPL Financial

To view the presentation in Powerpoint, please click here.

To download the brochure “Understanding Social Security” please click here.

Steve Booren

Steve Booren

Steve Booren is the Owner and Founder of Prosperion Financial Advisors, located in Greenwood Village, Colo. He is the author of Intelligent Investing: Your Guide to a Growing Retirement Income and a regular columnist in The Denver Post. He was recently named a Barron's Top Financial Advisor and recognized as a Forbes Top Wealth Advisor in Colorado.

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3 Simple Steps for Choosing Your Next Financial Advisor

The number and variety of financial advisors today is simply astounding. From those who specialize in fortifying money to those who believe in growing wealth as quickly as possible, there is no lack of options when it comes to choosing a financial advisor. But this can be a double-edged sword. The sheer number of choices can often be overwhelming, often leaving clients disheartened and confused.

As a financial advisor who’s helped clients in that very situation, I believe there are three key steps to choosing your next financial advisor and it’s easier than you think.

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Starbucks in Vietnam – Why Perspective Matters

I’m a big believer in perspective. I believe the right perspective influences how we interpret the world and is key to seeing all the opportunity around us.

These past few weeks we’ve been sharing some perspective on investor behavior and being a successful investor. I believe maintaining the right perspective is paramount. There are two things I try to remember: first, we live in a society of constant new noise, very little of which is positive. Second, the U.S. is only one small part of a much larger world.

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Steve Booren

Steve Booren

Steve Booren is the Owner and Founder of Prosperion Financial Advisors, located in Greenwood Village, Colo. He is the author of Intelligent Investing: Your Guide to a Growing Retirement Income and a regular columnist in The Denver Post. He was recently named a Barron's Top Financial Advisor and recognized as a Forbes Top Wealth Advisor in Colorado.

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Follow Me:
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Beat the Fear of Investing at Record Highs

For the next six weeks our advisors will explore different aspects of investor behavior and the effect it can have on a portfolio. First, I want to concentrate on investment time frames, and how a timeline might be the best guard against irrational fears of investing at a “top”.

Take a glimpse at the market over the past few weeks and there’s no indication that our country is still grappling with the “Great Recession”. The stock market is in record territory (as measured by the Dow Jones Industrial Average and the Standard and Poor’s 500) and recent gains propelled these indexes to their highest levels since 2007.

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Greg Horstman

Greg Horstman

For the past 28 years, Greg has worked to provide clients with exceptional financial advice and strategic investment strategies. In the summer of 2009 he partnered with Craig and joined Prosperion Financial Advisors. His service and personal dedication to clients is second to none. Learn more about Greg here.

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