Does The Market Have You Worried?

Watch The Webinar Now! 2022 has started off with a bang! With high inflation, the prospect of rising interest rates, and a war between Russia and Ukraine, the markets have been extremely volatile. At our first quarterly investment webinar of 2022, come hear from our fund managers as they discuss what has transpired [...]

Free

Prosperitas In The Park

Chesebourgh Park 23505 Sunset Hills Drive, Santa Clarita, CA

  Our team is proud to host you and one additional family to join us on Saturday, June 25, 2022 at Chesebrough Park for a day of FUN! The Habit Burger Truck DSB Beverage Station Cornhole & More Backyard Games Obstacle Course Inflatable Water Balloon Toss Raffle with Proceeds Going to Family Promise Space [...]

Free

Recession or Not: Here’s What You Need to Know

Online Online

In this webinar we’ll discuss the state of our economy, inflation, interest rate hikes, and the shifts we have made in our portfolios. We’ll talk about how we are hedging some of our fixed income portfolios and why we think alternative style investments are great additions to a portfolio when markets are volatile. Managing Director [...]

Free

Changing of the Seasons: 4th Quarter Opportunities

Watch The Webinar Now!   This webinar will provide updates on the state of our economy, the FOMC, and why we think there are great opportunities in fixed income. We’ll discuss the yield curve and why it’s important to understand when navigating fixed income markets and why we are optimistic about this area [...]

Santa Is Coming To Town

  Santa is coming to town a little early this year! Come meet and have your photo taken with Santa Claus. We have partnered with the Marine Toys For Tots Foundation this holiday season to collect new, unwrapped toys for the less fortunate children at Christmas. Donation boxes will be located in our office [...]

Free

2022 – Year in Review

Online Online

This webinar will illustrate the outcomes of 2022 and what we can anticipate in the new year. Christopher Ingram, Jerry Citarella, and Dylan Oliva from Prosperitas Financial analyze these hot headlines and what it means for 2023.   Interest Rates and the Fed Inflation and Its Impact on the Markets Unprecedented Year for Fixed Income [...]

Free

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