Dave Alison, CFP® | EA | BPC®

Founder & CEO of Alison Wealth | Founding Partner & President of C2P

Investment advisory services offered through Prosperity Capital Advisors

[Adam Shapiro @Ajshaps]

🚨 Wall Street May Be Betting on the Wrong AI Stocks

Everyone is focused on AI software. Prosperity Capital's Dave Alison  says the bigger opportunity is in the infrastructure hyperscalers can’t stop buying:

More Here 👉 https://t.co/FEDz0cKrmN
Watch the full interview 👇

[Dave Alison, CFP® | EA | BPC® @AlisonWealth]

@EddyElfenbein Got rid of our black label navigator and got the 2024 Escalade and we like it better. Fun to drive, comfortable and we had many problems with the navigator. Entire transmission went out after 2 years as one example.

[Dave Alison, CFP® | EA | BPC® @AlisonWealth]

@RetirementRisks As a millennial, this is my fourth “once in a lifetime” economic crisis 🤣

[Dave Alison, CFP® | EA | BPC® @AlisonWealth]

Thank you!

[ARQA @ARQA_AI]

🎙️ Complete Wealth Management

Looking to learn the wealth-building secrets of high-net-worth individuals? This podcast is for you. Led by Dave Alison (@AlisonWealth), this podcast brings in industry experts to discuss a wide range of topics, from investing and financial planning to tax management and estate planning.

[ARQA @ARQA_AI]

Looking to stay up-to-date in the ever-changing world of #wealthmanagement?

Podcasts are the perfect way to learn from industry leaders, gain practical insights, and discover new strategies—all on the go.

We've compiled a list of the top 3 #podcasts for #wealthmanagers in 2024: 👇

[Dave Alison, CFP® | EA | BPC® @AlisonWealth]

@bp22 @DieWithZero Great book, as an advisor, I’ve sent it out to so many of our clients!

[ThinkAdvisor @ThinkAdvisor]

Tax and Wealth Management Meet in a Growing Sweet Spot https://t.co/TWv3QHqkhv

[Dave Alison, CFP® | EA | BPC® @AlisonWealth]

🎉 Exciting News! 📢 Just dropped a brand new YouTube video on the game-changing strategy of "Bracket Bumping Roth Conversions." 💰💡

https://t.co/tiEuOKGr9M

#taxes #rothira #rothconversion #wealthmanagement #retirementplanning #taxmanagement

[Dave Alison, CFP® | EA | BPC® @AlisonWealth]

New RMD Rules and Tax Savings Strategies for Retirement Accounts.

In this video we talk about strategies such as ways to reduce your RMD (and tax associated with your RMD), Roth Conversions, and QCDs.
https://t.co/JnLKH8jr3W

#taxes #retirementplanning #secureact

[Dave Alison, CFP® | EA | BPC® @AlisonWealth]

The second quarter of 2023 started off with a bang, but can we expect volatility ahead? What happened, and what should we prepare for? We break it down in this quick 5-minute read — check it out! https://t.co/u4xsQYGLo6

[Dave Alison, CFP® | EA | BPC® @AlisonWealth]

Great time in NYC at the @investmentnews 40 Under 40 Summit!

Honored to be recognized with this elite group and thank you to our amazing team and clients for the support along the way!

#IN40

[InvestmentNews @investmentnews]

We are delighted to share @AlisonWealth , President at @C2PEnterprises, is a 2023 40 Under 40 Awards winner!

Join us on 6/22 to learn about trends shaping the industry and network with the next group of changemakers:
https://t.co/K78aNQYUqw

#IN40

[Orion WealthTech @orionwealthtech]

Thanks @C2PEnterprises for having Dr. @DanielCrosby on The Bucket Plan On-Demand podcast with host @AlisonWealth, CFP®, EA, BPC. They discussed "The Mind and the Market" and ways advisors can help clients navigate market volatility with The Bucket Plan® process.

🎙️ Listen now.👇🏻

[Dave Alison, CFP® | EA | BPC® @AlisonWealth]

Bucketize! 🤣

[Dave Alison, CFP® | EA | BPC® @AlisonWealth]

Appreciate you joining me @danielcrosby and appreciate all you do to help advisors!

#TheBucketPlan #BeFi

[Dave Alison, CFP® | EA | BPC® @AlisonWealth]

𝐄𝐩𝐢𝐬𝐨𝐝𝐞 5 𝐢𝐬 𝐋𝐈𝐕𝐄: Megatrend investing with Guest Jeff Spiegel.
Listen: https://t.co/9AFhqQRToo
Watch: https://t.co/qPZpviPS7x

[Dave Alison, CFP® | EA | BPC® @AlisonWealth]

How Investment Losses Impact Your Retirement Income
https://t.co/LotNI7lfJJ

[Dave Alison, CFP® | EA | BPC® @AlisonWealth]

Why risk keeping more than $250k in a bank account with treasury rates where they are? Particularly with what is happening to SVB?

https://t.co/gHU5Vwhcqi

[Dave Alison, CFP® | EA | BPC® @AlisonWealth]

Increase Your Interest on Your Savings!

Check out our latest quick video and don’t forget to subscribe to our YouTube Channel!

https://t.co/gHU5Vwhcqi