Brannon Brown

Joy and the Successful Investor: The Upward Spiral

In my decade plus time advising clients, I have seen this truth—my most joyful clients are my most successful investors. Not the other way around. The rewards follow the joy, not joy the rewards. They view the future as bright and invest faithfully in it knowing that no amount of market return will ever be able to generate an internal joy, but that prudent stewardship and a long-term perspective can perpetuate the upward spiral of joy.
Steve Booren

The Crystal Ball of Context

The advisors at Prosperion don’t make short-term market predictions – you see, we don’t have a “crystal ball”. Like you, we aren’t sure when the next market correction (or major upswing for that matter) is going to happen. But we can say with certainty that one will happen… eventually.
John Booren
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For These Financial Areas, Emotion is More Important Than Logic

Money is hard. Take it from us, we are honored to have very intimate, fragile conversations with clients like you every single day. And if you’ve been a part of those conversations, you know that it can be very emotional. Sometimes we think myopically that money is just about numbers—it’s spreadsheets and calculators. All we need to do be completely rational and figure out how to get the most out of an investments. But that’s not all money is. You may have heard the phrase: “Personal finance is a whole lot more PERSONAL, than it is finance.” There is so much truth in those words.
Steve Booren
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With Markets at All-Time Highs, is Now a Good Time to Invest?

It’s a fair question and one we’ve heard a lot lately with the DOW and S&P continuing to push into record territory. Our little bull market has grown up and is about to start third grade. We’re due for a correction right?

The Right Perspective

Today I want to address what I believe is the very core for successful financial behavior – an optimistic disposition. 2016 is a great example of why it is so important to have an optimistic perspective. The optimists “won” and pessimists “lost”… again. Whether attempting to follow financial folklore such as, “as the first week of January goes, so goes the market for the year”, or that saying “sell in May and go away”… speculators who believe in superstition and let it influence their actions are bound to fail.
Choosing the Companies in Your Portfolio

How We Choose the Companies in Your Portfolio

Today we’re going to cover how I choose the companies that end up in your portfolio. Before we get started, keep in mind that there’s a lot that goes into selecting the right mix of stocks, bonds, and other financial products that come together to address your financial needs. Today, we’re going to look at only one, but it is central to potentially creating and protecting a growing stream of income.

The Unfair Advantage of Dividend Tax Rates

Dividend tax rates are an opportunity for investors. The favored status of qualified dividends means they are taxed at a lower rate than standard income, by anywhere from 10-20% less.
Role of a Fiduciary
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The Role of a Fiduciary – Putting Your Interests First

As many of you have undoubtedly heard, regulatory changes are coming to the finance industry pertaining to “fiduciary standards” and the obligations we have as financial professionals with respect to retirement accounts. Let me be clear: we embrace these changes as we serve as a fiduciary for your money in advisory relationships, just as I believe we always have.
Dividend Investment Strategy Intro

Our Dividend Focused Investment Strategy: An Introduction

As many of you know, I spent the first 26 years of my working life as corporate pilot. It was an exciting profession and I loved going to my “office” at 43,000 feet. Getting people to and from places safely was always the focus of the job. As a financial advisor I spend my days navigating quite different terrain. But the job is the same: helping people get from here to there safely. So today I’d like to cover our Dividend Focus Strategy, and why we think it’s a smart fit for our clients young and old. Since a picture tells a thousand words, let me draw you a picture. It will be readily apparent why I thankfully did not choose to be an artist – but it will illustrate a few important points.

The More Things Change, the More They Stay the Same

To celebrate my 60th birthday my team gave me an incredible gift, a book of New York Times front pages from each of the past 60 years. A great gift indeed, but also a reminder of the words from Jean-Babtise Alphonse Karr, “The more things change, the more they stay the same.” Indeed, the more we think things have changed, the more we are reminded they are the same. Reading through the headlines of the past 60 years I was struck by the familiarity of the messages. Frankly, I thought the headlines were from just yesterday, not five or six decades ago. The patterns seem all too familiar

Social Media – Helping or Hurting Your Investment Behavior?

During a recent client meeting we ended up on the subject of social media, and the effect it can have on a business. Unfavorable press coverage led to an echo of bad news on social media among this client’s customers, and it was continuing to harm his business with no end in sight. I was curious about the public’s persistent reaction, and why he believed the story was still in the news cycle many weeks later. Was his customer base being fickle? Were competitors spreading false and redundant stories? His response: social media. Once a key marketing strategy for his company, social media has quickly turned into a sore spot.
Progress in 5s
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Progress in 5’s

https://www.youtube.com/watch?v=FRTozm6XlIM I think daily minutia often blurs our capability to see the remarkable progress humankind has and is making. If we take a moment to think back 40 years, back to the time many of you started investing…
Power of Growing Dividends Strategy

2016: A Year of Drama-teries

https://www.youtube.com/watch?v=_Crcnds8BdE As we look back at 2015 one word comes to mind: volatility. Though the swings felt dramatic, the S&P 500 Index actually had less volatility than what I would call a typical year. The peak-to-trough…
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Facing Volatility

https://www.youtube.com/watch?v=RcGeTBXMla4 Over the last few years, we have faced a variety of challenges in the market. Times of stress spark the need for discussion, reassurance, and often, historical context. In 2013, we started the year…
Power of Growing Dividends Strategy
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The Power of Growing Dividend Income

https://www.youtube.com/watch?v=j_ZserqymR4 We create and communicate ProsperOn’s to deliver timeless, valuable wisdom to our clients, with the hope to provide greater clarity, capability and confidence. In other words to help people be better…