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Global Market Breakdown – YTD

I am pleased to provide this report and summary data for the Global Market Breakdown on a YTD basis. In the past, we have provided this information monthly and DFA separately provided a quarterly report. In an effort to better understand the relative performance of various sectors of the world market and look at an […]
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C2P & PCA: We’re moving!

As we continue to grow our team and service offerings, we require additional space! We will be relocating to a new home office by Monday, March 27. Please note our new office address for future correspondence:

30400 Detroit Road Suite 201, Westlake, OH 44145
All phone numbers and emails will remain the same

Our […]
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New Portfolio Analytics Software

Prosperity Capital Advisors is very excited to announce a new relationship with Kwanti Portfolio Analytics to offer the Kwanti Portfolio Lab software to you and your clients at a discounted rate. We have been conducting due diligence and field testing with multiple software vendors to find a good solution to provide investment audits. We have […]
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Low-Cost Referral Builder

With only a few weeks left to round out Q1 2017, now is a great time to dig into one of our newest processes for a fresh approach to your marketing! Take a closer look at the marketing program created by Mastermind members Leonard and Kyleah Parson, Ph.D. that enabled them to cut marketing costs […]
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Exciting News About Commission Reduction on DFA Funds

PCA is excited to announce a reduction in transaction charges on all DFA fund purchases and redemptions through TD Ameritrade from $15 per transaction to $9.99 per transaction. The lone exception is the One-Year Fixed Income Portfolio (DFIHX). There will be no transaction charge for purchases and redemptions of DFIHX.

This provides additional value to […]
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Additional DOL Insights

As a follow-up to our earlier announcement, the Office of Management and Budget (OMB) released a decision today marking the DOL’s delay proposal as “economically significant.” This decision does create new challenges for the DOL to justify their requested delay that was submitted earlier this month. This may result in a longer comment period, and […]
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Update: DOL Delay

As of this morning, the Office of Management and Budget (OMB) has completed its review of the DOL’s request to delay the fiduciary rule and designated the delay as “economically significant.” This decision came after the OMB has met with several proponents of the rule in the last two weeks, including AARP and Consumer Federation […]
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Important Updates: Soon & Later Buckets

We have made significant updates to the Soon and Later Bucket Product Guide e-Learning modules on c2ptraining.com. You’ll notice immediately that these courses have been renamed to reflect the updated content – please look for The Soon Bucket Product Shelf and The Later Bucket Product Shelf in your courses or dashboard. We’ve applied the […]
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Educating Clients on the Biggest Dangers: Interest Rate Risk

At Clarity 2 Prosperity, we aim to continuously develop and share educational financial planning tools for your practice.

With markets at all-time highs and interest rates at all-time lows, we are left with “The Perfect Storm” of a market for our clients. Many investors are shocked to learn that bonds are not necessarily a safe […]
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