Prosper, Volume Four

Dec 2, 2021

It's easy to feel overwhelmed by the ever-changing world of wealth management. But no worries, that's where we come in.

Prosper is an award-winning magazine designed to give you the knowledge you need to keep your financial plan on track. Feature articles include:

  • Five Investment Themes for the Year Ahead
  • Positioning Your Family for the Next Generation
  • Stretching Out Your IRA with a Charitable Trust
  • Now is the Time for Women to Focus on Finances
  • Flexible Retirement Savings Solutions for Owner-Only Business
  • Estate Planning in an Uncertain Landscape
  • Four Trends in Philanthropy
  • An Economic Attitude Adjustment
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