Category: Uncategorized

What Our Research Says About Where Social Security Is Headed

5 MIN READ
Here’s something our clients who have yet to retire often ask: “Will Social Security be there when I stop working?” Does that sound like something you’ve wondered?

Why We’re Bullish on Remaining Neutral and What You Should Look for Next

7 MIN READ
In response to our last newsletter, a long-time client wrote to me with an entertaining version of a serious question (and one that I think may be on your mind): “ With tariffs rising, talk of a possible recession, and the stock market behaving like it skipped

Should You Be Worried About Recent Market Turbulence?

8 MIN READ
Lauren Williams here, and i nstead of preparing our typical market update reviewing last month’s data, I felt it would be a good time to address the current market volatility.

ProsperPlan Wealth Expands with New Offices in Gold River and Roseville, California

2 MIN READ
Business Insider – Gold River, California, United States ProsperPlan Wealth , founded by former Allworth Financial advisors Lauren Williams, CFP®, CRPC®, MBA, and Chris Grellas, CFP®, MSFA, recently announced the establishment of new headquarters in Gold River