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Steve started his investment career in 1978 with a NYSE investment firm, working in the environment of a large investment company. Desiring to provide clients with objective investment advice, he started Prosperion Financial Advisors in 1996, and works with clients to identify risks, opportunities and strengths, then develops strategies to manage risks, focus on clients’ biggest opportunities and leverage their strengths.
Do you have a question? Use the button to ask Steve a question! About the book, finances, investments, or anything else on your mind. Steve can also be reached at firstname.lastname@example.org
What are dividends?
Dividends are a method for companies to share profits with their investors, typically in the form of cold hard cash.
What kind of companies do you invest in?
While we can’t name specific companies here (see the book for more info!) we can say that we like long-term, consistent dividend payers that are “every” companies: Companies that sell their products every-where, every-day, to every-one.
Why are dividends special?
Dividends are special for a variety of reasons: favorable tax treatments, consistent income, and most importantly, they are detached from the daily fluctuation in prices typically associated with investing in the stock market.
What is inflation?
Inflation is the headwind we all face as we age. It is the increasing cost of goods and services as time goes on. Think about it this way: $10,000 bought a whole lot more in 1980 than it does today. If your income doesn’t increase during retirement, you will eventually feel the squeeze of inflation.
Is Steve accepting new clients?
Steve is currently accepting a limited number of new clients that meet the minimum requirements Please contact us for more information or to schedule a consultation.