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Complete Wealth Management With Dave Alison
Dave Alison, CFP®, EA, BPC
24 episodes
2 months ago
Stocks boomed again in 2024, delivering a strong performance powered by interest rate cuts and hopes for economic growth. Can the bull market keep running? Is a correction hiding around the corner? We'll dive into what happened in the final months of 2024 and what we might see in the first months of 2025. Advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). Views expre...
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Investing
Education,
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News,
Self-Improvement
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Stocks boomed again in 2024, delivering a strong performance powered by interest rate cuts and hopes for economic growth. Can the bull market keep running? Is a correction hiding around the corner? We'll dive into what happened in the final months of 2024 and what we might see in the first months of 2025. Advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). Views expre...
Show more...
Investing
Education,
Business,
News,
Self-Improvement
https://is1-ssl.mzstatic.com/image/thumb/Podcasts211/v4/26/5a/7e/265a7e0f-7274-d02f-076d-f3e1c96319ac/mza_3804666427522695521.jpg/600x600bb.jpg
Strategic Philanthropy: The Art of Meaningful Charitable Giving
Complete Wealth Management With Dave Alison
40 minutes
1 year ago
Strategic Philanthropy: The Art of Meaningful Charitable Giving
Unlock the secrets of meaningful philanthropy and ensure your generosity leaves a lasting impact. Joining me is Christopher P. Woehrle, JD, LLM, an adjunct professor of taxation at the Widger School of Law, Villanova University.Chris is a tax attorney & philanthropy expert with a heart for giving. In this episode, we explore the depths of strategic philanthropy. Chris will share his wisdom on how deliberate planning trumps impulsivity, paving the way for contributions that not only resona...
Complete Wealth Management With Dave Alison
Stocks boomed again in 2024, delivering a strong performance powered by interest rate cuts and hopes for economic growth. Can the bull market keep running? Is a correction hiding around the corner? We'll dive into what happened in the final months of 2024 and what we might see in the first months of 2025. Advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). Views expre...