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Prosperity Financial Group, Inc
2333 San Ramon Valley Blvd, Suite 200
San Ramon, CA 94583
(925) 314-8503
elliot@prosperityfg.com
www.prosperityfg.com

Connect

 
 
Maximizing your retirement portfolio in today's current market volatility -  Presented by JP Morgan
and
Financial alternatives to solving today's long term care issues
 
April 19, 2018 from 5:30 - 7:30 pm
Hosted by Prosperity Financial Group
in Prosperity's first floor conference room
 
  • Enjoy food and wine during the presentation
  • Guests, friends and family always welcome
  • Seating  is extremely limited

Elliot Kallen, Prosperity Financial Principal, brings over 25 years of entrepreneurial business ownership experience to Prosperity’s financial planning and advising practice. Elliot is a keynote speaker on motivation and marketing in the independent financial advisor industry, utilizing his previous experience in international distribution to teach other investment professionals nationwide. He holds Series 7-, 24-, 63-, 65- and 66-licenses to offer securities. Since 1993, Elliot has been licensed to offer insurance and annuities underwritten by a wide variety of the nation’s insurers. in 2011, Elliot was named one of the Top 300 Advisors to the Defined Contribution (401k) Industry.

Chuck Ballweg, Prosperity Financial Principal, specializes in financial planning for small business owners, busy professionals and affluent retirees who want to reduce their taxes, invest for their futures and leave lasting legacies. His experience in the business-owner market has led to Prosperity Financial Group being named among the 2006 “Top Financial Planning Firms” by the East Bay Business Journal. For 17 years, he co-owned a sales and marketing firm helping business owners achieve their goals. At Prosperity Financial Group, Chuck offers his clients access to a full range of financial products and support coupled with professional advice and a commitment to excellent service.

For more information please contact Yvette Mays at 925.314.8501 or register online here.

Advisory Services offered through Prosperity Financial Group, Inc., an independent registered investment advisor. Securities offered through Fortune Financial Services, Inc. Member FINRA/SIPC. Prosperity Financial Group, Inc. and Fortune Financial Services, Inc. are separate entities.

Give us a call and learn more today!

Prosperity Financial Group, Inc
2333 San Ramon Valley Blvd, Suite 200
San Ramon, CA 94583
(925) 314-8503
elliot@prosperityfg.com
www.prosperityfg.com

Connect

Be sure and watch our latest video

The Economic News That Did Not Make Headlines This Week

Fears of a trade war and stock market volatility are grabbing the headlines and overshadowing the good economic news.


Give us a call and learn more today!

Prosperity Financial Group, Inc
2333 San Ramon Valley Blvd, Suite 200
San Ramon, CA 94583
(925) 314-8503
elliot@prosperityfg.com
www.prosperityfg.com

Connect

Be sure and watch our latest video

Will Rising Bond Yields Be Bad For Stocks

In the last few weeks, growing fear of higher interest rates coincided with a 12% correction in the stock market - which quickly recovered most of what was lost – and, in this period of increased volatility, the financial press often stoked the fear.


Give us a call and learn more today!

Prosperity Financial Group, Inc
2333 San Ramon Valley Blvd, Suite 200
San Ramon, CA 94583
(925) 314-8500
prosperity@prosperityfg.com
www.prosperityfg.com

Connect

Be sure and watch our latest video

Stock Market Is Unfazed By Russia Indictment, Displaying What Makes America Great

On Friday, February 16, at about 1 p.m., a 37-page indictment alleging a criminal conspiracy by Russian agents to meddle in the 2016 U.S. presidential election was posted on the website of the U.S. Justice Department.


Give us a call and learn more today!

Prosperity Financial Group, Inc
2333 San Ramon Valley Blvd, Suite 200
San Ramon, CA 94583
(925) 314-8500
prosperity@prosperityfg.com
www.prosperityfg.com

Connect

 
 
A Caregiver’s Guide to Protecting Family Wealth
 
 
February 8, 2018 from 5:30 - 7:30 pm
Hosted by Prosperity Financial Group & Transamerica
in Prosperity's first floor conference room
 
  • Learn how to recognize the stages of cognitive decline
  • Learn about various types of legal steps you may need to take
  • Learn the 5 steps needed to create a solid financial care plan

Elliot Kallen, Prosperity Financial Principal, brings over 25 years of entrepreneurial business ownership experience to Prosperity’s financial planning and advising practice. Elliot is a keynote speaker on motivation and marketing in the independent financial advisor industry, utilizing his previous experience in international distribution to teach other investment professionals nationwide. He holds Series 7-, 24-, 63-, 65- and 66-licenses to offer securities. Since 1993, Elliot has been licensed to offer insurance and annuities underwritten by a wide variety of the nation’s insurers. in 2011, Elliot was named one of the Top 300 Advisors to the Defined Contribution (401k) Industry.

Chuck Ballweg, Prosperity Financial Principal, specializes in financial planning for small business owners, busy professionals and affluent retirees who want to reduce their taxes, invest for their futures and leave lasting legacies. His experience in the business-owner market has led to Prosperity Financial Group being named among the 2006 “Top Financial Planning Firms” by the East Bay Business Journal. For 17 years, he co-owned a sales and marketing firm helping business owners achieve their goals. At Prosperity Financial Group, Chuck offers his clients access to a full range of financial products and support coupled with professional advice and a commitment to excellent service.

For more information please contact Yvette Mays at 925.314.8501 or register online here.

Advisory Services offered through Prosperity Financial Group, Inc., An independent registered investment advisor. Prosperity Financial and Financial Telesis Inc. are not affiliated companies. Securities offered through Fortune Financial Services Inc., Member FINRA / SIPC.

Give us a call and learn more today!

Prosperity Financial Group, Inc
2333 San Ramon Valley Blvd, Suite 200
San Ramon, CA 94583
(925) 314-8500
prosperity@prosperityfg.com
www.prosperityfg.com

Connect

Be sure and watch our latest video

Accelerating Earnings, Surging World Growth, And Stocks Break A Record Again

With the stock market breaking records for months, fear of a bubble is growing; but so is evidence that the new tax law is boosting the economy more than initially thought.


Give us a call and learn more today!

Prosperity Financial Group, Inc
2333 San Ramon Valley Blvd, Suite 200
San Ramon, CA 94583
(925) 314-8503
elliot@prosperityfg.com
www.prosperityfg.com

Connect

 
A Caregiver’s Guide to Protecting Family Wealth
 
 
February 8, 2018 from 5:30 - 7:30 pm
Hosted by Prosperity Financial Group & Transamerica
in Prosperity's first floor conference room
 
  • Learn how to recognize the stages of cognitive decline
  • Learn about various types of legal steps you may need to take
  • Learn the 5 steps needed to create a solid financial care plan

Elliot Kallen, Prosperity Financial Principal, brings over 25 years of entrepreneurial business ownership experience to Prosperity’s financial planning and advising practice. Elliot is a keynote speaker on motivation and marketing in the independent financial advisor industry, utilizing his previous experience in international distribution to teach other investment professionals nationwide. He holds Series 7-, 24-, 63-, 65- and 66-licenses to offer securities. Since 1993, Elliot has been licensed to offer insurance and annuities underwritten by a wide variety of the nation’s insurers. in 2011, Elliot was named one of the Top 300 Advisors to the Defined Contribution (401k) Industry.

Chuck Ballweg, Prosperity Financial Principal, specializes in financial planning for small business owners, busy professionals and affluent retirees who want to reduce their taxes, invest for their futures and leave lasting legacies. His experience in the business-owner market has led to Prosperity Financial Group being named among the 2006 “Top Financial Planning Firms” by the East Bay Business Journal. For 17 years, he co-owned a sales and marketing firm helping business owners achieve their goals. At Prosperity Financial Group, Chuck offers his clients access to a full range of financial products and support coupled with professional advice and a commitment to excellent service.

For more information please contact Yvette Mays at 925.314.8501 or register online here.

Advisory Services offered through Prosperity Financial Group, Inc., An independent registered investment advisor. Prosperity Financial and Financial Telesis Inc. are not affiliated companies. Securities offered through Fortune Financial Services Inc., Member FINRA / SIPC.

 
 

Give us a call and learn more today!

Prosperity Financial Group, Inc
2333 San Ramon Valley Blvd, Suite 200
San Ramon, CA 94583
(925) 314-8503
elliot@prosperityfg.com
www.prosperityfg.com

Connect

Join Us February 28th for Prosperity's Financial Forum:
 
 
A Caregiver’s Guide to Protecting Family Wealth
 
 
February 8, 2018 from 5:30 - 7:30 pm
Hosted by Prosperity Financial Group & Transamerica
in Prosperity's first floor conference room
 
  • Learn how to recognize the stages of cognitive decline
  • Learn about various types of legal steps you may need to take
  • Learn the 5 steps needed to create a solid financial care plan

Elliot Kallen, Prosperity Financial Principal, brings over 25 years of entrepreneurial business ownership experience to Prosperity’s financial planning and advising practice. Elliot is a keynote speaker on motivation and marketing in the independent financial advisor industry, utilizing his previous experience in international distribution to teach other investment professionals nationwide. He holds Series 7-, 24-, 63-, 65- and 66-licenses to offer securities. Since 1993, Elliot has been licensed to offer insurance and annuities underwritten by a wide variety of the nation’s insurers. in 2011, Elliot was named one of the Top 300 Advisors to the Defined Contribution (401k) Industry.

Chuck Ballweg, Prosperity Financial Principal, specializes in financial planning for small business owners, busy professionals and affluent retirees who want to reduce their taxes, invest for their futures and leave lasting legacies. His experience in the business-owner market has led to Prosperity Financial Group being named among the 2006 “Top Financial Planning Firms” by the East Bay Business Journal. For 17 years, he co-owned a sales and marketing firm helping business owners achieve their goals. At Prosperity Financial Group, Chuck offers his clients access to a full range of financial products and support coupled with professional advice and a commitment to excellent service.

For more information please contact Yvette Mays at 925.314.8501 or register online here.

Advisory Services offered through Prosperity Financial Group, Inc., An independent registered investment advisor. Prosperity Financial and Financial Telesis Inc. are not affiliated companies. Securities offered through Fortune Financial Services Inc., Member FINRA / SIPC.

 
 

Give us a call and learn more today!

Prosperity Financial Group, Inc
2333 San Ramon Valley Blvd, Suite 200
San Ramon, CA 94583
(925) 314-8503
elliot@prosperityfg.com
www.prosperityfg.com

Connect

Attend our health care cost planning seminar:
 
 
 
Learn How to Plan for Medical Expenses During Retirement: Maximizing Medicare and Private Insurance
 
January 18th from 5:30 - 7:30 pm

Hosted by Prosperity Financial Group & Nationwide in Prosperity's first floor conference room

  • Come and enjoy food and learn some important information

  • Learn how health care costs can impact your retirement income

  • See what Medicare covers and what costs you pay out of pocket

  • Know how to get a personalized estimate of your retirement health care costs from Nationwide

  • See what planning options you can use to prepare for expenses


Elliot Kallen, Prosperity Financial Principal, brings over 25 years of entrepreneurial business ownership experience to Prosperity’s financial planning and advising practice. Elliot is a keynote speaker on motivation and marketing in the independent financial advisor industry, utilizing his previous experience in international distribution to teach other investment professionals nationwide. He holds Series 7-, 24-, 63-, 65- and 66-licenses to offer securities. Since 1993, Elliot has been licensed to offer insurance and annuities underwritten by a wide variety of the nation’s insurers. in 2011, Elliot was named one of the Top 300 Advisors to the Defined Contribution (401k) Industry.

Chuck Ballweg, Prosperity Financial Principal, specializes in financial planning for small business owners, busy professionals and affluent retirees who want to reduce their taxes, invest for their futures and leave lasting legacies. His experience in the business-owner market has led to Prosperity Financial Group being named among the 2006 “Top Financial Planning Firms” by the East Bay Business Journal. For 17 years, he co-owned a sales and marketing firm helping business owners achieve their goals. At Prosperity Financial Group, Chuck offers his clients access to a full range of financial products and support coupled with professional advice and a commitment to excellent service.

For more information please contact Yvette Mays at 925.314.8501 or register online here.

Give us a call and learn more today!

Prosperity Financial Group, Inc
2333 San Ramon Valley Blvd, Suite 200
San Ramon, CA 94583
(925) 314-8500
prosperity@prosperityfg.com
www.prosperityfg.com

Connect


Be sure and watch our latest video

Poo Poohed By Politicians And Pundits, The U S Economy Is Booming.

The economy continued to be portrayed as anemic last week, even as fresh evidence surfaced of the boom underway.


Give us a call and learn more today!

Prosperity Financial Group, Inc
2333 San Ramon Valley Blvd, Suite 200
San Ramon, CA 94583
(925) 314-8503
elliot@prosperityfg.com
www.prosperityfg.com


Buying & Selling a Company a presentation for Business Owners, CFOs & CPAs
 
at Prosperity's First Floor Conference Room
 
Guest Speaker - Ron Claussen
Attorney at Law specializing in Business Sales Transactions
 
    • Enjoy free appetizers and drinks
    • Relaxed, no-pressure atmosphere
    • Feel free to bring family, friends and colleagues

Ron Clausen’s practice focuses on corporate law, with an emphasis on merging growth companies, venture capital financing and mergers and acquisitions. Ron continues his entrepreneurial approach to the practice of law, providing creative solutions for his clients’ business opportunities.

Prior to going into private practice in 1986, Ron was general counsel to Nanco Enterprises, and had oversight of Nanco’s subsidiaries, including Carrows Restaurants, Jeremiah’s Steakhouses, Elephant Bar and Restaurants, Rayne Corporation and Santa Barbara Aviation, Inc. In addition to his general counsel responsibilities for these companies, Ron became actively involved in the long range orientation of each entity. From 1978 through 1981, Ron was also president of the Rayne Corporation, a west coast franchisor of water treatment products. In only three years, he doubled the client base of this 50-year-old company through acquisitions and strategic alignments.

Ron is a member of the State Bar of California and the Blue Key National Honor Fraternity and was a charter member in the Gibson Inn, Phi Delta Phi. Ron served as the Pacific Coast Director of the Montana Wildlife Federation from 2008-2013, during which time he created and fostered MWF’s Montana Matters fundraising campaign (www.montanamatters.com); he currently serves as an At-Large Director of the National Wildlife Federation and as a member of its development committee. He received his B.A. from University of California at Davis in 1968 with departmental honors and earned his J.D. from the University of California at Davis in 1971.

Elliot Kallen, Prosperity Financial Principal, brings over 25 years of entrepreneurial business ownership experience to Prosperity’s financial planning and advising practice. Elliot is a keynote speaker on motivation and marketing in the independent financial advisor industry, utilizing his previous experience in international distribution to teach other investment professionals nationwide. He holds Series 7-, 24-, 63-, 65- and 66-licenses to offer securities. Since 1993, Elliot has been licensed to offer insurance and annuities underwritten by a wide variety of the nation’s insurers. in 2011, Elliot was named one of the Top 300 Advisors to the Defined Contribution (401k) Industry.

Chuck Ballweg, Prosperity Financial Principal, specializes in financial planning for small business owners, busy professionals and affluent retirees who want to reduce their taxes, invest for their futures and leave lasting legacies. His experience in the business-owner market has led to Prosperity Financial Group being named among the 2006 “Top Financial Planning Firms” by the East Bay Business Journal. For 17 years, he co-owned a sales and marketing firm helping business owners achieve their goals. At Prosperity Financial Group, Chuck offers his clients access to a full range of financial products and support coupled with professional advice and a commitment to excellent service.

For more information please contact Yvette Mays at 925.314.8501 or register online here.

 

Give us a call and learn more today!

Prosperity Financial Group, Inc
2333 San Ramon Valley Blvd, Suite 200
San Ramon, CA 94583
(925) 314-8500
prosperity@prosperityfg.com
www.prosperityfg.com

Connect


Despite Information Explosion, Inflation Confounds The Fed And Financial Press

Seventy-one-year-old Federal Reserve Board Chair Janet Yellen, a Professor of Economics at Harvard and Berkeley for four decades before her appointment to lead the Fed in 2014, admitted at a press conference recently that the persistently low rate of inflation was a mystery. Perhaps then it should be no surprise that inflation’s mysterious behavior is behind the unexpectedly good financial news of 2017.


Give us a call and learn more today!

Prosperity Financial Group, Inc
2333 San Ramon Valley Blvd, Suite 200
San Ramon, CA 94583
(925) 314-8503
elliot@prosperityfg.com
www.prosperityfg.com



Acquiring and Selling a Company With Tax Efficiency and Opportunity

For Business Owners, CFOs and CPAs

at Prosperity's First Floor Conference Room
 
Guest Speaker - Ron Claussen
Attorney at Law specializing in Business Sales Transactions
 
    • Enjoy free appetizers and drinks
    • Relaxed, no-pressure atmosphere
    • Feel free to bring family, friends and colleagues

Ron Clausen’s practice focuses on corporate law, with an emphasis on merging growth companies, venture capital financing and mergers and acquisitions. Ron continues his entrepreneurial approach to the practice of law, providing creative solutions for his clients’ business opportunities.

Prior to going into private practice in 1986, Ron was general counsel to Nanco Enterprises, and had oversight of Nanco’s subsidiaries, including Carrows Restaurants, Jeremiah’s Steakhouses, Elephant Bar and Restaurants, Rayne Corporation and Santa Barbara Aviation, Inc. In addition to his general counsel responsibilities for these companies, Ron became actively involved in the long range orientation of each entity. From 1978 through 1981, Ron was also president of the Rayne Corporation, a west coast franchisor of water treatment products. In only three years, he doubled the client base of this 50-year-old company through acquisitions and strategic alignments.

Ron is a member of the State Bar of California and the Blue Key National Honor Fraternity and was a charter member in the Gibson Inn, Phi Delta Phi. Ron served as the Pacific Coast Director of the Montana Wildlife Federation from 2008-2013, during which time he created and fostered MWF’s Montana Matters fundraising campaign (www.montanamatters.com); he currently serves as an At-Large Director of the National Wildlife Federation and as a member of its development committee. He received his B.A. from University of California at Davis in 1968 with departmental honors and earned his J.D. from the University of California at Davis in 1971.

Elliot Kallen, Prosperity Financial Principal, brings over 25 years of entrepreneurial business ownership experience to Prosperity’s financial planning and advising practice. Elliot is a keynote speaker on motivation and marketing in the independent financial advisor industry, utilizing his previous experience in international distribution to teach other investment professionals nationwide. He holds Series 7-, 24-, 63-, 65- and 66-licenses to offer securities. Since 1993, Elliot has been licensed to offer insurance and annuities underwritten by a wide variety of the nation’s insurers. in 2011, Elliot was named one of the Top 300 Advisors to the Defined Contribution (401k) Industry.

Chuck Ballweg, Prosperity Financial Principal, specializes in financial planning for small business owners, busy professionals and affluent retirees who want to reduce their taxes, invest for their futures and leave lasting legacies. His experience in the business-owner market has led to Prosperity Financial Group being named among the 2006 “Top Financial Planning Firms” by the East Bay Business Journal. For 17 years, he co-owned a sales and marketing firm helping business owners achieve their goals. At Prosperity Financial Group, Chuck offers his clients access to a full range of financial products and support coupled with professional advice and a commitment to excellent service.

For more information please contact Yvette Mays at 925.314.8501 or register online here.

 

Give us a call and learn more today!

Prosperity Financial Group, Inc
2333 San Ramon Valley Blvd, Suite 200
San Ramon, CA 94583
(925) 314-8503
elliot@prosperityfg.com
www.prosperityfg.com


Everything You Ever Wanted To Know About Social Security Payout Options.
 
at Prosperity's First Floor Conference Room
 
Guest Speaker - John Devlin
Regional Vice President, Transamerica
 
    • Enjoy free appetizers and drinks
    • Relaxed, no-pressure atmosphere
    • Feel free to bring family, friends and colleagues

John Devlin joined Transamerica in 2009 bringing more than 26 years of financial services experience. John specializes in variable annuities and focuses on helping advisors in their clients’ retirement income planning. Prior to Transamerica, he was a regional vice president with ING for fifteen years. John graduated from Widener University with his Bachelor of Science in Business Administration. He is a Chartered Retirement Planning Counselor (CRPC®). John lives in Alameda, California with his wife Sue, and their three daughters. He enjoys a good game of golf and listening to live music.

Elliot Kallen, Prosperity Financial Principal, brings over 25 years of entrepreneurial business ownership experience to Prosperity’s financial planning and advising practice. Elliot is a keynote speaker on motivation and marketing in the independent financial advisor industry, utilizing his previous experience in international distribution to teach other investment professionals nationwide. He holds Series 7-, 24-, 63-, 65- and 66-licenses to offer securities. Since 1993, Elliot has been licensed to offer insurance and annuities underwritten by a wide variety of the nation’s insurers. in 2011, Elliot was named one of the Top 300 Advisors to the Defined Contribution (401k) Industry.

Chuck Ballweg, Prosperity Financial Principal, specializes in financial planning for small business owners, busy professionals and affluent retirees who want to reduce their taxes, invest for their futures and leave lasting legacies. His experience in the business-owner market has led to Prosperity Financial Group being named among the 2006 “Top Financial Planning Firms” by the East Bay Business Journal. For 17 years, he co-owned a sales and marketing firm helping business owners achieve their goals. At Prosperity Financial Group, Chuck offers his clients access to a full range of financial products and support coupled with professional advice and a commitment to excellent service.

For more information please contact Yvette Mays at 925.314.8501 or register online here.

 

Give us a call and learn more today!

Prosperity Financial Group, Inc
2333 San Ramon Valley Blvd, Suite 200
San Ramon, CA 94583
(925) 314-8503
elliot@prosperityfg.com
www.prosperityfg.com


Everything you ever wanted to know about Social Security.
 
at Prosperity's First Floor Conference Room
 
Guest Speaker - John Devlin
Regional Vice President, Transamerica
 
    • Enjoy free appetizers and drinks
    • Relaxed, no-pressure atmosphere
    • Feel free to bring family, friends and colleagues

Elliot Kallen, Prosperity Financial Principal, brings over 25 years of entrepreneurial business ownership experience to Prosperity’s financial planning and advising practice. Elliot is a keynote speaker on motivation and marketing in the independent financial advisor industry, utilizing his previous experience in international distribution to teach other investment professionals nationwide. He holds Series 7-, 24-, 63-, 65- and 66-licenses to offer securities. Since 1993, Elliot has been licensed to offer insurance and annuities underwritten by a wide variety of the nation’s insurers. in 2011, Elliot was named one of the Top 300 Advisors to the Defined Contribution (401k) Industry.

Chuck Ballweg, Prosperity Financial Principal, specializes in financial planning for small business owners, busy professionals and affluent retirees who want to reduce their taxes, invest for their futures and leave lasting legacies. His experience in the business-owner market has led to Prosperity Financial Group being named among the 2006 “Top Financial Planning Firms” by the East Bay Business Journal. For 17 years, he co-owned a sales and marketing firm helping business owners achieve their goals. At Prosperity Financial Group, Chuck offers his clients access to a full range of financial products and support coupled with professional advice and a commitment to excellent service.

For more information please contact Yvette Mays at 925.314.8501 or register online here.

 

Give us a call and learn more today!

Prosperity Financial Group, Inc
2333 San Ramon Valley Blvd, Suite 200
San Ramon, CA 94583
(925) 314-8503
elliot@prosperityfg.com
www.prosperityfg.com

Connect with us


Prosperity Financial Group - On This Week’s News About Wealth Management

Learn more about wealth management and financial planning ideas like these at http://prosperityfg.com

Click on the picture to play video:

 

 
Elliot Kallen, Prosperity Financial Principal, brings over 25 years of entrepreneurial business ownership experience to Prosperity’s financial planning and advising practice. Elliot is a keynote speaker on motivation and marketing in the independent financial advisor industry, utilizing his previous experience in international distribution to teach other investment professionals nationwide. He holds Series 7-, 24-, 63-, 65- and 66-licenses to offer securities. Since 1993, Elliot has been licensed to offer insurance and annuities underwritten by a wide variety of the nation’s insurers. in 2011, Elliot was named one of the Top 300 Advisors to the Defined Contribution (401k) Industry.

Chuck Ballweg, Prosperity Financial Principal, specializes in financial planning for small business owners, busy professionals and affluent retirees who want to reduce their taxes, invest for their futures and leave lasting legacies. His experience in the business-owner market has led to Prosperity Financial Group being named among the 2006 “Top Financial Planning Firms” by the East Bay Business Journal. For 17 years, he co-owned a sales and marketing firm helping business owners achieve their goals. At Prosperity Financial Group, Chuck offers his clients access to a full range of financial products and support coupled with professional advice and a commitment to excellent service.

Give us a call and learn more today!

Prosperity Financial Group, Inc
2333 San Ramon Valley Blvd, Suite 200
San Ramon, CA 94583
(925) 314-8503
elliot@prosperityfg.com
www.prosperityfg.com


 
Last Chance to Register! Join us for a fun night of food, fun and education.
 
Thursday September 14th from 5:30-7:30 pm
at Prosperity's First Floor Conference Room
 
    • Enjoy free hors d'oeuvres and drinks
    • Relaxed, no-pressure atmosphere
    • Feel free to bring a friend or family member
    • Learn techniques for avoiding financial landmines
    • Learn about protecting your financial data

The event will feature special guest speaker Brian Nash, Regional Director for Goldman Sachs Asset Management. Brian is responsible for managing Goldman Sachs’ Independent Financial Advisor relationships in Northern California. Brian joined Goldman Sachs in 2005 and brings over 12 years of industry experience to the firm. Prior to this role Brian was a Regional Consultant for Goldman Sachs in their Chicago office. Brian received his BA in Finance from the University of Illinois and his MBA from Kellogg University.

Elliot Kallen, Prosperity Financial Principal, will also be presenting. Elliot brings over 25 years of entrepreneurial business ownership experience to Prosperity’s financial planning and advising practice. Elliot is a keynote speaker on motivation and marketing in the independent financial advisor industry, utilizing his previous experience in international distribution to teach other investment professionals nationwide. in 2011, Elliot was named one of the Top 300 Advisors to the Defined Contribution (401k) Industry.

Chuck Ballweg, Prosperity Financial Principal, specializes in financial planning for small business owners, busy professionals and affluent retirees who want to reduce their taxes, invest for their futures and leave lasting legacies. His experience in the business-owner market has led to Prosperity Financial Group being named among the 2006 “Top Financial Planning Firms” by the East Bay Business Journal. For 17 years, he co-owned a sales and marketing firm helping business owners achieve their goals. At Prosperity Financial Group, Chuck offers his clients access to a full range of financial products and support coupled with professional advice and a commitment to excellent service.

For more information please contact Yvette Mays at 925.314.8501 or register online here.

 

Give us a call and learn more today!

Prosperity Financial Group, Inc
2333 San Ramon Valley Blvd, Suite 200
San Ramon, CA 94583
(925) 314-8500
elliot@prosperityfg.com
www.prosperityfg.com


 
Learn how to avoid financial landmines and protect your personal info!
 
 
Join us for a fun night of food, fun and financial education.
 
Thursday September 14th from 5:30-7:30 pm
at Prosperity's First Floor Conference Room
 
    • Enjoy free hors d'oeuvres and drinks
    • Relaxed, no-pressure atmosphere
    • Feel free to bring a friend or family member
    • Learn techniques for avoiding financial landmines
    • Learn about protecting your financial data

The event will feature special guest speaker Brian Nash, Regional Director for Goldman Sachs Asset Management. Brian is responsible for managing Goldman Sachs’ Independent Financial Advisor relationships in Northern California. Brian joined Goldman Sachs in 2005 and brings over 12 years of industry experience to the firm. Prior to this role Brian was a Regional Consultant for Goldman Sachs in their Chicago office. Brian received his BA in Finance from the University of Illinois and his MBA from Kellogg University.

Elliot Kallen, Prosperity Financial Principal, will also be presenting. Elliot brings over 25 years of entrepreneurial business ownership experience to Prosperity’s financial planning and advising practice. Elliot is a keynote speaker on motivation and marketing in the independent financial advisor industry, utilizing his previous experience in international distribution to teach other investment professionals nationwide. He holds Series 7-, 24-, 63-, 65- and 66-licenses to offer securities. Since 1993, Elliot has been licensed to offer insurance and annuities underwritten by a wide variety of the nation’s insurers. in 2011, Elliot was named one of the Top 300 Advisors to the Defined Contribution (401k) Industry.

For more information please contact Yvette Mays at 925.314.8501 or register online here.

 

Give us a call and learn more today!

Prosperity Financial Group, Inc
2333 San Ramon Valley Blvd, Suite 200
San Ramon, CA 94583
(925) 314-8500
elliot@prosperityfg.com
www.prosperityfg.com


 

Eat, drink and learn...on us!
 
 
 
Join us for a fun night of food, fun and financial education.
 
Thursday September 14th from 5:30-7:30 pm
at Prosperity's First Floor Conference Room
 
    • Enjoy free hors d'oeuvres and drinks
    • Relaxed, no-pressure atmosphere
    • Feel free to bring a friend or family member
    • Learn techniques for avoiding financial landmines
    • Learn about protecting your financial data

The event will feature special guest speaker Brian Nash, Regional Director for Goldman Sachs Asset Management. Brian is responsible for managing Goldman Sachs’ Independent Financial Advisor relationships in Northern California. Brian joined Goldman Sachs in 2005 and brings over 12 years of industry experience to the firm. Prior to this role Brian was a Regional Consultant for Goldman Sachs in their Chicago office. Brian received his BA in Finance from the University of Illinois and his MBA from Kellogg University.

Elliot Kallen, Prosperity Financial Principal, will also be presenting. Elliot brings over 25 years of entrepreneurial business ownership experience to Prosperity’s financial planning and advising practice. Elliot is a keynote speaker on motivation and marketing in the independent financial advisor industry, utilizing his previous experience in international distribution to teach other investment professionals nationwide. He holds Series 7-, 24-, 63-, 65- and 66-licenses to offer securities. Since 1993, Elliot has been licensed to offer insurance and annuities underwritten by a wide variety of the nation’s insurers. in 2011, Elliot was named one of the Top 300 Advisors to the Defined Contribution (401k) Industry.

For more information please contact Yvette Mays at 925.314.8501 or register online here.

 

Give us a call and learn more today!

Prosperity Financial Group, Inc
2333 San Ramon Valley Blvd, Suite 200
San Ramon, CA 94583
(925) 314-8500
elliot@prosperityfg.com
www.prosperityfg.com


 

Eat, drink and learn...on us!
 
 
 
Join us for a fun night of food, fun and financial education.
 
Thursday September 14th from 5:30-7:30 pm
at Prosperity's First Floor Conference Room
 
    • Enjoy free hors d'oeuvres and drinks
    • Relaxed, no-pressure atmosphere
    • Feel free to bring a friend or family member
    • Learn techniques for avoiding financial landmines
    • Learn about protecting your financial data

The event will feature special guest speaker Brian Nash, Regional Director for Goldman Sachs Asset Management. Brian is responsible for managing Goldman Sachs’ Independent Financial Advisor relationships in Northern California. Brian joined Goldman Sachs in 2005 and brings over 12 years of industry experience to the firm. Prior to this role Brian was a Regional Consultant for Goldman Sachs in their Chicago office. Brian received his BA in Finance from the University of Illinois and his MBA from Kellogg University.

Elliot Kallen, Prosperity Financial Principal, will also be presenting. Elliot brings over 25 years of entrepreneurial business ownership experience to Prosperity’s financial planning and advising practice. Elliot is a keynote speaker on motivation and marketing in the independent financial advisor industry, utilizing his previous experience in international distribution to teach other investment professionals nationwide. He holds Series 7-, 24-, 63-, 65- and 66-licenses to offer securities. Since 1993, Elliot has been licensed to offer insurance and annuities underwritten by a wide variety of the nation’s insurers. in 2011, Elliot was named one of the Top 300 Advisors to the Defined Contribution (401k) Industry.

For more information please contact Yvette Mays at 925.314.8501 or register online here.

 

Give us a call and learn more today!

Prosperity Financial Group, Inc
2333 San Ramon Valley Blvd, Suite 200
San Ramon, CA 94583
(925) 314-8500
elliot@prosperityfg.com
prosperityfg.com


Education & hors d'oeurves
 
 
 
 
Come and enjoy endless appetizers at our fun, friendly and free event. Topics will include:

Avoiding Financial Landmines

  • Creating income that you won't outlive
  • Maximizing returns and minimizing risk
  • Best ways to delay taxes
Cyber Security & Beyond
  • Protecting your online information
  • Avoiding identity theft
  • Free hors d'oeuvres and drinks

Feel free to bring friends and family members!

Where:
2333 San Ramon Valley Boulevard, San Ramon, CA 94583
First Floor Conference Room
 
For more information please contact Yvette Mays at 925.314.8500.

 

Guest Speaker, Brian Nash, Regional Director for Goldman Sachs Asset Management

Brian is responsible for managing Goldman Sachs’ Independent Financial Advisor relationships in Northern California. Brian joined Goldman Sachs in 2005 and brings over 12 years of industry experience to the firm. Prior to this role Brian was a Regional Consultant for Goldman Sachs in their Chicago office. Brian received his BA in Finance from the University of Illinois and his MBA from Kellogg University.

Elliot Kallen, Prosperity Financial Inc.

Elliot H. Kallen brings over 25 years of entrepreneurial business ownership experience to Prosperity’s financial planning and advising practice. Elliot is a keynote speaker on motivation and marketing in the independent financial advisor industry, utilizing his previous experience in international distribution to teach other investment professionals nationwide. He holds Series 7-, 24-, 63-, 65- and 66-licenses to offer securities. Since 1993, Elliot has been licensed to offer insurance and annuities underwritten by a wide variety of the nation’s insurers. in 2011, Elliot was named one of the Top 300 Advisors to the Defined Contribution (401k) Industry.


Give us a call and learn more today!

Prosperity Financial Group, Inc
2333 San Ramon Valley Blvd, Suite 200
San Ramon, CA 94583
(925) 314-8500
elliot@prosperityfg.com
www.prosperityfg.com


Last Chance for Golf on August 21
 
 
Join us August 21st!
There's still time to register for our Charity Golf Event at beautiful Callipe Preserve. Enjoy a great day and help us raise awareness for A Brighter Day, which unites stress and depression resources with teenagers in need.
 
Single player - $160  Foursome - $600
  •  10:30 AM Registration
  • 11 AM Putting contest
  • 12 Noon Shotgun with a Scramble Format
  • Every golfer will be a winner!
  • Prizes to be awarded at the end
  • 4:30 PM to 6 PM will be networking & prizes giveaway time
  • Heavy Hors d’oeuvres will be served!
  • 50/50 raffle for A Brighter Day
 
 

Please let us know your level of sponsorship for this terrific event. We are happy to find you golfers from our client list for you to play with and talk about your firm. Of course, your company’s name will be on our banner.

  • Closest To The Pin and Longest Drive - $250 each
  • Hole Sponsorship - $250 per hole
  • Foursome with one Hole Sponsorship - $750
  • Non-Golf Sponsorships - Company name put on banner, web site and on customized t-shirts - $750
  • Gold Sponsorship - $2,500 - Two foursomes, one hole sponsorship, company name on our banner, name on the customized t-shirts, an announcement at the closing event, and a written thank you in each golfer’s gift bag.

 

For more information, please contact Elliot Kallen at 925-314-8500  or elliot@prosperityfg.com or Yvette Mays at 925-314-8501 or Yvette@prosperityfg.com.

 

Give us a call and learn more today!

Prosperity Financial Group, Inc
2333 San Ramon Valley Blvd, Suite 200
San Ramon, CA 94583
(925) 314-8500
elliot@prosperityfg.com
http://prosperityfg.com


Prosperity Financial Group - Stronger Than Expected Jobs Creation But CNBC Reports “Trouble Lurked”

 
 

 
Help us raise awareness for A Brighter Day, which unites stress and depression resources with teenagers, and will reach upwards of 500 teens in only our second year.
 

 
 
Standard & Poors 500
2,469.23
Delayed Data
As of 1:27pm ET

 -6.19 / -0.25%
Today’s Change

Prosperity Financial Group, Inc
2333 San Ramon Valley Blvd, Suite 200
San Ramon, CA 94583
(925) 314-8500
elliot@prosperityfg.com
www.prosperityfg.com


Golfers Still Needed for our 2nd Annual Charity Client Appreciation Golf Event!
 
Help us raise awareness for A Brighter Day, which unites stress and depression resources with teenagers, and will reach upwards of 500 teens in only our second year.
 
Monday, August 21st

Callippe Preserve Golf Course, Pleasanton

Feel free to bring friends, family, colleagues and clients.

Your day will include golf in a fun scramble format, a bag of terrific giveaways, prizes, lunch and fun theme holes. Following golf we will have unlimited appetizers. You won’t walk away unsatisfied or hungry. And unlike other charity events, we’ll be done by 6:30 so you’ll be home in time for dinner.

  • Single player - $160 
  • Foursome - $600
  • 10:30 AM Registration
  • 11 AM Putting contest
  • 12 Noon Shotgun with a Scramble Format
  • Every golfer will be a winner!
  • Prizes to be awarded at the end
  • 4:30 PM to 6 PM will be networking & prizes giveaway time
  • Heavy Hors d’oeuvres will be served!
  • 50/50 raffle for “A Brighter Day”
 
Please let us know your level of sponsorship for this terrific event. We are happy to find you golfers from our client list for you to play with and talk about your firm.  Of course, your company’s name will be on our banner.
 
  • Closest To The Pin and Longest Drive - $250 each
  • Hole Sponsorship -  $250 per hole
  • Foursome with one Hole Sponsorship - $750
  • Non-Golf Sponsorships - Company name put on banner, web site and on customized t-shirts - $750
  • Gold Sponsorship - $2,500
    • Two foursomes, one hole sponsorship, company name on our banner, name on the customized t-shirts, an announcement at the closing event, and a written thank you in each golfer’s gift bag.

For more information, please contact Elliot Kallen at 925-314-8500  or elliot@prosperityfg.com or Yvette Mays at 925-314-8501 or Yvette@prosperityfg.com.


 

Give us a call and learn more today!

Prosperity Financial Group, Inc
2333 San Ramon Valley Blvd, Suite 200
San Ramon, CA 94583
(925) 314-8500
elliot@prosperityfg.com
www.prosperityfg.com


Join us for our 2nd Annual Charity Client Appreciation Golf Event!
 
 
 
 

Help us raise awareness for A Brighter Day, which unites stress and depression resources with teenagers, and will reach upwards of 500 teens in only our second year. 

Monday, August 21, 2017

 Callippe Preserve Golf Course, Pleasanton

Feel free to bring friends, family, colleagues and clients.

  • Single player - $160 
  • Foursome - $600

Your day will include golf in a fun scramble format, a bag of terrific giveaways, prizes, lunch and fun theme holes. Following golf we will have unlimited appetizers. You won’t walk away unsatisfied or hungry. And unlike other charity events, we’ll be done by 6:30 so you’ll be home in time for dinner.

  • 10:30 AM Registration
  • 11 AM Putting contest
  • 12 Noon Shotgun with a Scramble Format
  • Every golfer will be a winner!
  • Prizes to be awarded at the end
  • 4:30 PM to 6 PM will be networking & prizes giveaway time
  • Heavy Hors d’oeuvres will be served!
  • 50/50 raffle for “A Brighter Day”
 
Please let us know your level of sponsorship for this terrific event. We are happy to find you golfers from our client list for you to play with and talk about your firm.  Of course, your company’s name will be on our banner.
 
  • Closest To The Pin and Longest Drive - $250 each
  • Hole Sponsorship -  $250 per hole
  • Foursome with one Hole Sponsorship - $750
  • Non-Golf Sponsorships - Company name put on banner, web site and on customized t-shirts - $750
  • Gold Sponsorship - $2500
    • Two foursomes, one hole sponsorship, company name on our banner, name on the customized t-shirts, an announcement at the closing event, and a written thank you in each golfer’s gift bag.

For more information, please contact Elliot Kallen at 925-314-8500  or elliot@prosperityfg.com or Yvette Mays at 925-314-8501 or Yvette@prosperityfg.com.


 

Give us a call and learn more today!

Prosperity Financial Group, Inc
2333 San Ramon Valley Blvd, Suite 200
San Ramon, CA 94583
(925) 314-8500
elliot@prosperityfg.com
www.prosperityfg.com


Strong Stock Returns In First Half Of 2017
By Elliot Kallen, Prosperity Financial Group
 
 
 
 
Watch Our Latest Financial Video:

Learn more about wealth management and financial planning ideas like these at http://prosperityfg.com

 

Standard & Poors 500
2,433.41
Delayed Data
As of 3:41pm ET

 +4.40 / +0.18%
Today’s Change

Prosperity Financial Group, Inc
2333 San Ramon Valley Blvd, Suite 200
San Ramon, CA 94583
(925) 314-8500
elliot@prosperityfg.com
http://prosperityfg.com


Join us for an important retirement planning program
 
 
  Hosted by
  Elliot Kallen and Chuck Ballweg
  Principals, Prosperity Financial Group
 
 
 
 
  Avoiding Financial Landmines
 
  • Creating income that you won't outlive
  • Maximizing returns and minimizing risk
  • Best ways to delay taxes


 
Thursday, July 27th, 2017
5:30pm - 7:00pm
Endless Appetizers Provided
 

Guest Speaker, Brian Carlson
Vice President, Jackson National Life

Responsible for sales and marketing of variable annuities in the San Francisco Bay area, Brian is a first resource for his advisors, partnering with them to take their businesses to the next level. Brian joined Jackson in December 2005 as a Sales Support Specialist taking inbound calls from representatives. He was soon promoted to the position of Internal Wholesaler where he covered fixed products in North Florida territory before changing his focus to variable annuities. Brian then served as National Sales director from December 2007 until august 2008.

One aspect of the job that Brian particularly likes is the opportunity to meet new people and help them grow their portfolios. He enjoys the one-on-one meetings and the relationships that result. He actively supports business building by working with the Retirement and Wealth Strategies Group and the Portfolio Strategist Group.

In addition to earning the dual degrees of Bachelor of Science in Marketing and International Business and General management from the University of Kansas and Kansas State University, Brian holds FINRA Series 7, 6, 63 and 26 registrations, and has a Life and Health license. He is a sponsor of the National Association of Insurance and Financial Advisors (NAIFA) and the Financial Planning Association (FPA). He also served on the Elite Accessory Council in 2013 and the Jackson Leaders Council in 2015.

Brian lives in Danville, California with his wife and two daughters. He enjoys sports, movies, spending time with his family and, as a volunteer for ARF (Tony Larruso’s Animal Rescue Foundation), Brian fosters rescued dogs on a regular basis.

 
Where:
Prosperity Financial Group
2333 San Ramon Valley Boulevard
San Ramon, CA 94583
First Floor Conference Room

Give us a call and learn more today!

Prosperity Financial Group, Inc
2333 San Ramon Valley Blvd, Suite 200
San Ramon, CA 94583
(925) 314-8500
elliot@prosperityfg.com
http://prosperityg.com



 

Prosperity Financial Group - The Federal Reserve’s Historic Economic Experiment Enters A New Phase

Learn more about wealth management and financial planning ideas like these at http://prosperityfg.com

 

 

 

Give us a call and learn more today!

Prosperity Financial Group, Inc
2333 San Ramon Valley Blvd, Suite 200
San Ramon CA 94583
Tel: (925) 314-8500
Email:
elliot@prosperityfg.com
http://prosperityfinancialgroup.advisorproducts.com


How much money do you really need for retirement?
 
 
 
 
 
 
 
"I constantly read about all the things people need to avoid for successful
retirement. Many of these are true but some are are outright wrong. So I decided
to change these negative statements into postive, simple-to-follow steps to
planning your retirement."  - Elliot Kallen, Independent Financial Planner
 
 
 

Give us a call and learn more today!

Prosperity Financial Group, Inc
2333 San Ramon Valley Blvd, Suite 200
San Ramon CA 94583
Tel: (925) 314-8500
Email:
elliot@prosperityfg.com
http://prosperityfinancialgroup.advisorproducts.com


How much money do you really need for retirement?
 
 
 
 
 
 
 
"I constantly read about all the things people need to avoid for successful
retirement. Many of these are true but some are are outright wrong. So I decided
to change these negative statements into postive, simple-to-follow steps to
planning your retirement."  - Elliot Kallen, Independent Financial Planner
 
 
 

Give us a call and learn more today!

Prosperity Financial Group, Inc
2333 San Ramon Valley Blvd, Suite 200
San Ramon CA 94583
Tel: (925) 314-8500
Email:
elliot@prosperityfg.com
http://prosperityfinancialgroup.advisorproducts.com


How much money do you really need for retirement?
 
 
 
Six Steps
for Retirement Success
 
 
 
"I constantly read about all the things people need to avoid for successful
retirement. Many of these are true but some are are outright wrong. So I decided
to change these negative statements into postive, simple-to-follow steps to
planning your retirement."  - Elliot Kallen, Independent Financial Planner
 
 
 

Give us a call and learn more today!

prosperityfinancial
2333 San Ramon Valley Blvd, Suite 200,
San Ramon, CA 94583
925-314-8500
denise@frischfinancial.com
http://apsample1.advisorproducts.com

`


tesing 2222

Fact Check: Is 4% GDP Growth Realistic?
In an election year, economic growth plans are debated, and one of the hot arguments is over the slow economic growth we've experienced since The Great Recession. Politicians on both sides of the aisle point out that the growth rate of the U.S. economy is low compared to decades past. Are they right? If you check the facts, you find that the growth rate in recent years is indeed lower than in the 1970s and 1980s. However, the lower growth rate is not caused by the actions of Republicans or Democrats, but by population trends. Growth in the U.S. economy is driven by a simple equation: The change in productivity plus the change in the labor force equals the growth of the gross domestic product. ...more

Major Indexes For Week Ended 8/12/2016

Index Close Net Change % Change YTD YTD %
DJIA 18,576.47         +32.94         0.18         +1,151.44         6.61        
NASDAQ 5,232.89         +11.77         0.23         +225.48         4.50        
S&P500 2,184.05         +1.18         0.05        +140.11         6.85        
Russell 2000 1,229.82         -1.48         -0.12        +93.93         8.27        
International 1,710.73         +45.41         2.73        -5.54         -0.32        
10-year bond 1.52%        -0.06%          -0.75%         
30-year T-bond 2.24%        -0.07%          -0.78%         
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

Give us a call and learn more today!

prosperityfinancial
2333 San Ramon Valley Blvd, Suite 200,
San Ramon, CA 94583
925-314-8500
denise@frischfinancial.com
http://apsample1.advisorproducts.com

`


Dear $Subscriber.FirstName ,

This week's email is being sent to you courtesy of 

Sincerely,

Robert

default

 

Fact Check: Is 4% GDP Growth Realistic?
In an election year, economic growth plans are debated, and one of the hot arguments is over the slow economic growth we've experienced since The Great Recession. Politicians on both sides of the aisle point out that the growth rate of the U.S. economy is low compared to decades past. Are they right? If you check the facts, you find that the growth rate in recent years is indeed lower than in the 1970s and 1980s. However, the lower growth rate is not caused by the actions of Republicans or Democrats, but by population trends. Growth in the U.S. economy is driven by a simple equation: The change in productivity plus the change in the labor force equals the growth of the gross domestic product. ...more

Major Indexes For Week Ended 8/12/2016

Index Close Net Change % Change YTD YTD %
DJIA 18,576.47         +32.94         0.18         +1,151.44         6.61        
NASDAQ 5,232.89         +11.77         0.23         +225.48         4.50        
S&P500 2,184.05         +1.18         0.05        +140.11         6.85        
Russell 2000 1,229.82         -1.48         -0.12        +93.93         8.27        
International 1,710.73         +45.41         2.73        -5.54         -0.32        
10-year bond 1.52%        -0.06%          -0.75%         
30-year T-bond 2.24%        -0.07%          -0.78%         
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

Give us a call and learn more today!

Prosperity Financial Group
2333 San Ramon Valley Blvd., Suite 200
San Ramon,, CA 94583
925-314-8500
prosperity@prosperityfg.com
http://www.advisorproducts.com

`


Dear $Subscriber.FirstName ,

This week's email is being sent to you courtesy of 

Sincerely,

Robert

default

 

Blockbuster Job Growth Sends Stocks Soaring 1.5%
Job growth exploded in June and gleeful investors sent stock prices soaring on Friday. The value of America's blue chip companies in the Standard & Poor's 500 stock index rose 1.5% on Friday. ...more

Major Indexes For Week Ended 7/8/2016

Index Close Net Change % Change YTD YTD %
DJIA 18,146.74         +197.37         1.10         +721.71         4.14        
NASDAQ 4,956.76         +94.19         1.94         -50.65         -1.01        
S&P500 2,129.90         +26.95         1.28        +85.96         4.21        
Russell 2000 1,177.36         +20.59         1.78        +41.47         3.65        
International 1,592.10         -28.53         -1.76        -124.17         -7.23        
10-year bond 1.37%        -0.09%          -0.90%         
30-year T-bond 2.11%        -0.13%          -0.91%         
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.


Give us a call and learn more today!

Prosperity Financial Group
2333 San Ramon Valley Blvd., Suite 200
San Ramon,, CA 94583
925-314-8500
prosperity@prosperityfg.com
http://www.advisorproducts.com

`


Dear $Subscriber.FirstName ,

This week's email is being sent to you courtesy of 

Sincerely,

Robert

default

 

Blockbuster Job Growth Sends Stocks Soaring 1.5%
Job growth exploded in June and gleeful investors sent stock prices soaring on Friday. The value of America's blue chip companies in the Standard & Poor's 500 stock index rose 1.5% on Friday. ...more

Major Indexes For Week Ended 7/8/2016

Index Close Net Change % Change YTD YTD %
DJIA 18,146.74         +197.37         1.10         +721.71         4.14        
NASDAQ 4,956.76         +94.19         1.94         -50.65         -1.01        
S&P500 2,129.90         +26.95         1.28        +85.96         4.21        
Russell 2000 1,177.36         +20.59         1.78        +41.47         3.65        
International 1,592.10         -28.53         -1.76        -124.17         -7.23        
10-year bond 1.37%        -0.09%          -0.90%         
30-year T-bond 2.11%        -0.13%          -0.91%         
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.


Give us a call and learn more today!

Your Street Address Here
, Jericho, 11753 NY
sample3@advisorproducts.com


Dear $Subscriber.FirstName ,

This week's email is being sent to you courtesy of 

Sincerely,

Robert

default

 

Market Update For Week Ended 8/7/2015

US Stocks Drop After Solid Jobs Report Suggests Higher Rates
U.S. stocks fell Friday after a solid jobs report kept alive the possibly that the Federal Reserve may raise interest rates as soon as next month.

Index Close Net Change % Change YTD YTD %
DJIA 17,373.38         -316.48         -1.79         -449.69         -2.52        
NASDAQ 5,043.54         -84.74         -1.65         +307.49         6.49        
S&P500 2,077.57         -26.27         -1.25        +18.67         0.91        
Russell 2000 1,206.90         -31.78         -2.57        +2.20         0.18        
International 1,868.64         -11.11         -0.59        +93.75         5.28        
10-year bond 2.18%        -0.03%          +0.00%         
30-year T-bond 2.83%        -0.10%          +0.08%         
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

10 Steps To Take On The Path To Early Retirement
The new American dream is to retire early, perhaps in your 50s or even your 40s. But how do you make this dream a reality? These steps could help:

Here's What You Can't Do In An IRA
If you have an IRA, you know how easy it is to move assets from one investment to another. You're able to choose from a wide array of investment options, and to take out money whenever you want, although you'll have to pay tax when you do. But there are some things you can't do with an IRA.



Give us a call and learn more today!
5163330066
Your Street Address Here
, Jericho, 11753 NY
sample3@advisorproducts.com


Dear $Subscriber.FirstName ,

This week's email is being sent to you courtesy of 

Sincerely,

Robert

default

 

Market Update For Week Ended 8/7/2015

US Stocks Drop After Solid Jobs Report Suggests Higher Rates
U.S. stocks fell Friday after a solid jobs report kept alive the possibly that the Federal Reserve may raise interest rates as soon as next month.

Index Close Net Change % Change YTD YTD %
DJIA 17,373.38         -316.48         -1.79         -449.69         -2.52        
NASDAQ 5,043.54         -84.74         -1.65         +307.49         6.49        
S&P500 2,077.57         -26.27         -1.25        +18.67         0.91        
Russell 2000 1,206.90         -31.78         -2.57        +2.20         0.18        
International 1,868.64         -11.11         -0.59        +93.75         5.28        
10-year bond 2.18%        -0.03%          +0.00%         
30-year T-bond 2.83%        -0.10%          +0.08%         
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

10 Steps To Take On The Path To Early Retirement
The new American dream is to retire early, perhaps in your 50s or even your 40s. But how do you make this dream a reality? These steps could help:

Here's What You Can't Do In An IRA
If you have an IRA, you know how easy it is to move assets from one investment to another. You're able to choose from a wide array of investment options, and to take out money whenever you want, although you'll have to pay tax when you do. But there are some things you can't do with an IRA.



Give us a call and learn more today!
5163330066
333 jericho turnpike
{$firm_address2}, {$firm_city}, {$firm_zip} {$firm_state}
{$firm_email}
{$firm_url}


This is the intro for this week.

 

Market Update For Week Ended 6/12/2015

Greek Jitters Upset US, European Stock Markets
A setback in talks between Greece and its creditors helped knock the stock market lower on Friday, amid renewed concerns that the country could default on its debts.

Index Close Net Change % Change YTD YTD %
DJIA 17,898.84         +49.38         0.28         +75.77         0.43        
NASDAQ 5,051.10         -17.36         -0.34         +315.05         6.65        
S&P500 2,094.11         +1.28         0.06        +35.21         1.71        
Russell 2000 1,265.02         +4.01         0.32        +60.32         5.01        
International 1,890.67         +24.88         1.33        +115.78         6.52        
10-year bond 2.39%        -0.01%          +0.22%         
30-year T-bond 3.10%        -0.01%          +0.35%         
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

Don't Outlive Your Money: 7 Tips
The scariest financial risk people face in life is running out of money at an old age. I'm 83 and I'm speaking from personal experience.

Identifying Investment Risk And Coping With It
What is the nature of risk, and how can you handle the different kinds of risk that could affect the performance of your investments?



Give us a call and learn more today!
5163330066
333 jericho turnpike
{$firm_address2}, {$firm_city}, {$firm_zip} {$firm_state}
{$firm_email}
{$firm_url}


Dear $Subscriber.FirstName ,

This week's email is being sent to you courtesy of

Sincerely, Robert

Market Update For Week Ended 4/10/2015

US Stocks Close Higher For Second Week; GE Soars On Deal News
U.S. stocks advanced Friday, capping off a second straight weekly advance for the market.

Index Close Net Change % Change YTD YTD %
DJIA 18,057.65         +294.41         1.66         +234.58         1.32        
NASDAQ 4,995.98         +109.04         2.23         +259.93         5.49        
S&P500 2,102.06         +35.10         1.70        +43.16         2.10        
Russell 2000 1,264.77         +9.11         0.73        +60.07         4.99        
International 1,901.28         +28.41         1.52        +126.39         7.12        
10-year bond 1.95%        +0.05%          -0.22%         
30-year T-bond 2.58%        +0.06%          -0.17%         
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

What Do You Think Your Life Will Be Like In Retirement?
Much that is written about or spoken about retirement relates to the need to save for your life after work. How much have you accumulated? How much more do you need to save? How is your money invested? Should you downsize your home? Have you planned far enough into the future?

What Are Latest Trends In Prenups?
It may not be romantic to mention it, yet it remains true that more than half of U.S. marriages end in divorce. Some proponents of prenups argue that such arrangements actually can reduce stress in a marriage, because both spouses know exactly what to expect if they do call it quits.



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Dear $Subscriber.FirstName ,

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Market Update For Week Ended 4/10/2015

US Stocks Close Higher For Second Week; GE Soars On Deal News
U.S. stocks advanced Friday, capping off a second straight weekly advance for the market.

Index Close Net Change % Change YTD YTD %
DJIA 18,057.65         +294.41         1.66         +234.58         1.32        
NASDAQ 4,995.98         +109.04         2.23         +259.93         5.49        
S&P500 2,102.06         +35.10         1.70        +43.16         2.10        
Russell 2000 1,264.77         +9.11         0.73        +60.07         4.99        
International 1,901.28         +28.41         1.52        +126.39         7.12        
10-year bond 1.95%        +0.05%          -0.22%         
30-year T-bond 2.58%        +0.06%          -0.17%         
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

What Do You Think Your Life Will Be Like In Retirement?
Much that is written about or spoken about retirement relates to the need to save for your life after work. How much have you accumulated? How much more do you need to save? How is your money invested? Should you downsize your home? Have you planned far enough into the future?

What Are Latest Trends In Prenups?
It may not be romantic to mention it, yet it remains true that more than half of U.S. marriages end in divorce. Some proponents of prenups argue that such arrangements actually can reduce stress in a marriage, because both spouses know exactly what to expect if they do call it quits.



Give us a call and learn more today!
5163330066
333 jericho turnpike
{$firm_address2}, {$firm_city}, {$firm_zip} {$firm_state}
{$firm_email}
{$firm_url}


Dear $Subscriber.FirstName ,

This week's email is being sent to you courtesy of 

Sincerely,

Robert

 

Market Update For Week Ended 4/3/2015

Dollar Falls, Bonds Jump After Disappointing US Hiring
U.S. government bond prices jumped and the dollar dipped on Friday following news that U.S. employers added the fewest jobs in a month since December 2013. The stock market was closed in observance of Good Friday.

Index Close Net Change % Change YTD YTD %
DJIA 17,763.24         +50.58         0.29         -59.83         -0.34        
NASDAQ 4,886.94         -4.28         -0.09         +150.89         3.19        
S&P500 2,066.96         +5.94         0.29        +8.06         0.39        
Russell 2000 1,255.66         +15.25         1.23        +50.96         4.23        
International 1,872.87         +3.04         0.16        +97.98         5.52        
10-year bond 1.90%        -0.05%          -0.27%         
30-year T-bond 2.52%        -0.01%          -0.23%         
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

10 "Baby Steps" To Take If You Are Newly Widowed
Whether anticipated or not, the death of a spouse may be one of life's most emotionally devastating events. Financial issues often compound the problem, as you're left to contemplate a future not only without your life partner, support system, and confidant, and perhaps a principal source of family income. It's a heavy burden to bear. Nevertheless, once you feel you're able to cope, consider these "baby steps" that can help you get back on a better path.

When Are Your Workers Independent Contractors?
If you own a small business, making a new hire could seem almost patriotic--your contribution to nudging down a persistently high unemployment rate. Yet it may not make financial sense. As you know all too well, the cost of an employee goes well beyond salary. Any benefits you provide--health insurance, retirement plan contributions--have to be added in, and there are also employment taxes for Social Security and Medicare that add almost 8% to the cost. You might save money and hassles with a different approach, engaging independent contractors when you need more help. But staying on the right side of employment law can be tricky when you use non-payroll workers.



Give us a call and learn more today!
5163330066
333 jericho turnpike
{$firm_address2}, {$firm_city}, {$firm_zip} {$firm_state}
{$firm_email}
{$firm_url}


Dear 

This week's email is being sent to you courtesy of 

Sincerely,

Robert

 

Market Update For Week Ended 4/3/2015

Dollar Falls, Bonds Jump After Disappointing US Hiring
U.S. government bond prices jumped and the dollar dipped on Friday following news that U.S. employers added the fewest jobs in a month since December 2013. The stock market was closed in observance of Good Friday.

Index Close Net Change % Change YTD YTD %
DJIA 17,763.24         +50.58         0.29         -59.83         -0.34        
NASDAQ 4,886.94         -4.28         -0.09         +150.89         3.19        
S&P500 2,066.96         +5.94         0.29        +8.06         0.39        
Russell 2000 1,255.66         +15.25         1.23        +50.96         4.23        
International 1,872.87         +3.04         0.16        +97.98         5.52        
10-year bond 1.90%        -0.05%          -0.27%         
30-year T-bond 2.52%        -0.01%          -0.23%         
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

10 "Baby Steps" To Take If You Are Newly Widowed
Whether anticipated or not, the death of a spouse may be one of life's most emotionally devastating events. Financial issues often compound the problem, as you're left to contemplate a future not only without your life partner, support system, and confidant, and perhaps a principal source of family income. It's a heavy burden to bear. Nevertheless, once you feel you're able to cope, consider these "baby steps" that can help you get back on a better path.

When Are Your Workers Independent Contractors?
If you own a small business, making a new hire could seem almost patriotic--your contribution to nudging down a persistently high unemployment rate. Yet it may not make financial sense. As you know all too well, the cost of an employee goes well beyond salary. Any benefits you provide--health insurance, retirement plan contributions--have to be added in, and there are also employment taxes for Social Security and Medicare that add almost 8% to the cost. You might save money and hassles with a different approach, engaging independent contractors when you need more help. But staying on the right side of employment law can be tricky when you use non-payroll workers.



Give us a call and learn more today!
5163330066

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Market DataBank: 4Q 2017

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