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The Prosperity Report – Risk & Indexing in a Volatile Market with guest Michael McClary

The Prosperity Report – Risk & Indexing in a Volatile Market with guest Michael McClary

by Mark Chandik | Aug 1, 2022

Listen to the Podcast Here What does it take to manage and optimize a $7B portfolio system? FDP Founder and Chief Prosperity Officer Mark Chandik interviews Michael McClary, the Chief Investment Officer for the TOPS® funds at Valmark Advisors, Inc. For 20 years...
The Prosperity Report – Surety Bonding for Contractors & Developers with Guest Matt Coats

The Prosperity Report – Surety Bonding for Contractors & Developers with Guest Matt Coats

by Mark Chandik | May 31, 2022

Listen to the Podcast Here What is Surety Bonding, who does it protect, and how do contractors and developers qualify for coverage? In this inaugural episode of The Prosperity Report, FDP Founder and Chief Prosperity Officer Mark Chandik talks with guest Matt Coats,...
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“How Do You Know What You Have is Enough?”

Wealth Challenges of Sports & Entertainment Figures

Leaving a Value-Driven Inheritance

Map

Driving Directions

FROM THE

PROSPERITY PARTNERS BLOG

Buyer’s Market – With Strings Attached

Redfin reported last week that sellers are grappling with the strongest buyer’s market since the real estate brokerage firm began compiling records back in 2013. Sellers now outnumber buyers by 37%.

Investors Unfazed by Shutdown

The government shutdown lasted from October 1 to November 12. It was the longest on record. During that period, the S&P 500 rose from 6,688.46 (September 30) to 6,850.92 (November 12), or an advance of 2.4%. As we’ve noted in prior shutdowns, investors typically ignore political drama.

Discover the key to…

GET RICH vs. STAY RICH

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Advisory Services offered through FDP Wealth Management, LLC, a state Registered Investment Adviser and Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through ValMark Securities, Inc., Member FINRA/SIPC. 130 Springside Drive, Suite 300, Akron, OH 44333-2431 800.765.5201 Prosperity Partners and FDP Wealth Management, LLC are separate entities from ValMark Securities, Inc. and Valmark Advisers, Inc. Prosperity Partners, FDP Wealth Management, LLC, ValMark Securities, Inc., Valmark Advisers Inc., and their representatives do not offer tax advice. You should consult your tax professional regarding your individual circumstances. Indices are unmanaged and cannot be invested directly in. Past performance is not a guarantee of future results.