Category: Family Office

How is the economy currently holding up?

6 MIN READ
Lauren Williams, financial expert, breaks down why no recession has been called in August 2025 covering strong GDP, resilient jobs, steady spending, and Fed policy that’s keeping the economy moving forward.

Why You Must Speak with Younger Family Members about Money

7 MIN READ
Emotion. Fear of judgment. Complexity. Cultural taboos. Privacy concerns. There are few topics that reveal our idiosyncrasies as dramatically as money.

The Struggle of Market Psychology: Volatility, Fear, and the Path Forward

7 MIN READ
Those of us who make our careers as fiduciary advisors are experienced at remaining dispassionate about the ups and downs of the markets.

Looking Back at December and an Engaging Look Ahead to 2025

6 MIN READ
Happy 2025 from your team at ProsperPlan Wealth! A quick note before I begin, f or additional news, updates and information about investing, retirement, the economy, or your relationship with ProsperPlan Wealth, please friend us on Facebook or follow us on X .

A Year of Purpose, Progress, and Prosperity

5 MIN READ
Reflecting on Growth As 2024 comes to an end, we at ProsperPlan Wealth want to take a moment to thank you for being the foundation of our shared journey.

Financial Planning for Small Business Owners: 2025 Solo 401(k) Guide

4 MIN READ
Before I get started examining the benefits of Solo 401(k)s, are you looking for additional news, updates and information about investing, retirement, the economy, and your relationship with ProsperPlan Wealth?

Aligning Values, Wealth, and Legacy This Thanksgiving

6 MIN READ
Almost no matter where you live, November brings, not only a season of gratitude, but also a crucial time for financial decisions that will shape your future.

How to Respond to Market Turbulence

4 MIN READ
Before I begin October’s important Monthly Market Update, “How to Respond to Market Turbulence,” let me remind you that turbulence is entirely normal and a part of the investing process.