Complete Wealth Management With Dave Alison Dave Alison, CFP®, EA, BPC

Have you ever wondered if presidential elections should sway your stock portfolio strategy? This episode might just shift your perspective. We sift through a century's worth of data, debunking doomsday assumptions about market performance in election years. While some investors joke about packing for Canada based on political outcomes, we're here to anchor you to a data-driven approach. Join Dave Alison & Dr. Apollo Lupescu as they provide insight into evidence based investment strategies to help you get ahead in an election year.

In this episode, Dave and Apollo will unravel the tangled strings that connect politics to your investment's fate—a narrative less influenced by who occupies the Oval Office and more tied to the companies' strategies and market innovation. Reflecting on historical market trends, we bring you tales of industry giants and unexpected market twists that drive home the point: politics is just one piece of the intricate puzzle of the stock market. Celebrate the victories of the patient investor with us, and embrace the heartening statistic that the market basks in gains three out of every four years. Join us in this episode for a journey through history, strategy, and the art of keeping a cool head in the heat of political and market fluctuations.


All data provided, including any reference to specific securities or sectors, is provided for informational purposes and should not be construed as investment advice. It does not constitute an offer, solicitation, or recommendation to purchase any security. Consider your investment objectives, risks, charges and expenses before investing. These views are as of the date of this publication and are subject to change. Past performance is no guarantee of future performance.

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 resonate with your personal values but also offer significant tax advantages. The discussion pivots from the why to the how of giving, presenting a plethora of options for those integrating philanthropy into their financial fabric.

The art of giving extends beyond the individual; it's a potent family endeavor with the power to bind generations through shared values. We dissect the importance of a family philanthropy plan, emphasizing the crafting of a mission statement that acts as a compass for your charitable journey. I share strategies for including children in philanthropic activities, ensuring the notion of giving back is a legacy as inheritable as the wealth itself. Chris and I agree – philanthropy isn't just about money; it's a teaching tool, a vehicle for instilling empathy, and a catalyst for preparing the young minds of your family for the roles they'll one day assume.

As we wrap up our conversation, we navigate the often complex intersection of charitable giving and tax benefits. We demystify donor advised funds, private foundations, and charitable remainder trusts, equipping you with the knowledge to make savvy decisions that benefit both your heart and your wallet. And a gentle reminder: though Chris and I offer a banquet of insights, always consult with the appropriate financial professional for guidance tailored to your specific circumstances. 

About Christopher P. Woehrle, JD, LLM:

Chris has served as a member of the editorial board of Trusts & Estates magazine since September of 2014. Chris has written extensively on how to improve retirement income through philanthropic planning. In recognition of his writings on use of split-interest charitable giving in coordination with financial and retirement planning goals, Chris received from Trusts & Estates a 2017 Distinguished Author Award.

Prior to his arrival at The American College, Chris enjoyed a seventeen career as a senior development professional and executive. During his tenure as Senior Associate Vice President and Acting Senior Vice President of Institutional Advancement at Drexel University, Chris was a five time achiever of the Philanthropy 400 status, awarded to the most productive development programs in the United States.

Chris is married to Lann  Woehrle, MD, a retired member of the medical staff at Pennsylvania Hospital. In addition to supporting his wife’s philanthropy in pancreatic cancer research, Chris has endowed a named scholarship at his prep school and supported two bricks and mortar campaigns each at the major gift level. Chris & Lann are members of the Leadership Board of the McGovern Institute of Brain Research at MIT in Cambridge, MA where they established a research fund for investigation of psychiatric diseases.


All data provided, including any reference to specific securities or sectors, is provided for informational purposes and should not be construed as investment advice. It does not constitute an offer, solicitation, or recommendation to purchase any security. Consider your investment objectives, risks, charges and expenses before investing. These views are as of the date of this publication and are subject to change. Past performance is no guarantee of future performance.

Dive headfirst into the world of taxes and chuckle along as we explore the comedic side of CPAs' March Madness—a frenzy of number crunching that rivals any basketball tournament. Our latest episode offers a spirited look at the humorous anecdotes that pepper tax season, from deductions so wild they border on mythical to the truth behind splurging for tax breaks. We also unravel the concept of tax-efficient funnels, providing savvy insights into how smart planning with 401(k)s and other financial strategies can bolster your savings and ease the burden come tax time.

When it comes to the future, it's about making choices today that secure a comfortable tomorrow. This episode, featuring Dave Alison, Conrad Levesque, & David Roth, lays out a map for navigating the complex terrain of retirement accounts—from the dependable traditional IRA to the modern appeal of the Roth IRA—tailored for high-income earners seeking to optimize their golden years. We debate the merits of pre-tax contributions versus Roth's after-tax appeal, and even crack the code on backdoor conversions and the power of Solo-K plans for the entrepreneurial spirits tuning in.

Don't miss out as we pivot to the more strategic aspects of financial planning, examining tax-advantaged savings vehicles that do more than just shelter your money from the taxman—they serve as pillars in a robust financial framework. Learn how HSAs can be more than mere savings accounts, but rather investment opportunities with tax-free growth potential. And for those looking to diversify, we delve into the intricacies of real estate and cryptocurrency investments, assuring you that starting with maximizing your 401(k) is just the tip of the iceberg. Whether you're looking for a laugh or a lesson in finance, this episode strikes the perfect balance between entertainment and education.
All data provided, including any reference to specific securities or sectors, is provided for informational purposes and should not be construed as investment advice. It does not constitute an offer, solicitation, or recommendation to purchase any security. Consider your investment objectives, risks, charges and expenses before investing. These views are as of the date of this publication and are subject to change. Past performance is no guarantee of future performance.

In this empowering episode of The Complete Wealth Management Podcast, we delve deep into the heart of retirement planning, providing you with actionable strategies to alleviate your biggest retirement concerns. Hosted by Dave Alison, a seasoned certified financial planner, and joined by esteemed guest Conrad Levesque, CFP, CPA and David Roth, CFP, EA, both experienced retirement planners, this episode promises to be a beacon of guidance in the often murky waters of financial security.

As retirement looms on the horizon, fears about financial stability, healthcare costs, and the uncertainty of the future can cast a shadow over what should be a golden period of life. However, armed with the right knowledge and proactive measures, you can transform those fears into confidence and assurance.

Throughout this insightful discussion, the team at Alison Wealth will explore a myriad of topics, including turning assets into retirement income, strategic investment approaches to safeguard your nest egg, and savvy tips for navigating the complexities of healthcare in retirement.

Moreover, they delve into the psychological aspects of retirement planning, addressing common anxieties and offering practical advice on how to cultivate a mindset of abundance and security.

Whether you're nearing retirement age or just beginning your journey towards financial independence, this episode is an invaluable resource that will equip you with the tools and strategies needed to eliminate your biggest retirement concerns and pave the way for a fulfilling and prosperous future. Tune in now and embark on the path to a worry-free retirement!

The information provided in this presentation is not intended to be individual investment advice or legal advice.  The information provided is for informational and training purposes only.

Investment advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). For a detailed discussion of PCA and its investment advisory fees, see the firm’s Form ADV and Form CRS on file with the SEC at www.adviserinfo.sec.gov. The views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.
All data provided, including any reference to specific securities or sectors, is provided for informational purposes and should not be construed as investment advice. It does not constitute an offer, solicitation, or recommendation to purchase any security. Consider your investment objectives, risks, charges and expenses before investing. These views are as of the date of this publication and are subject to change. Past performance is no guarantee of future performance.

In this episode, Dave Alison reflects on 2023 and shares our Q1 Market Intel Report. We're peeling back the layers on inflation's retreat, robust consumer spending, and a labor market that's standing strong against the odds. Dave doesn't just share the hard numbers; he brings clarity to what these trends mean for the year ahead, especially with whispers of Federal Reserve rate cuts stirring the air. 

Armed with historical data that spotlights the stark contrasts in stock market performance after a rate cut during recessionary and non-recessionary times, Dave guides us through the labyrinth of the stock market's response to interest rate tweaks.

Lastly, as the presidential election looms over us with its aura of uncertainty, Dave dissects the potential impacts—or lack thereof—on the economy and your investments. This is your gateway to understanding the subtle yet significant shifts that could shape your financial future in 2024.

The three major themes discussed are:
👉 The state of the U.S. economy and what's ahead
👉 What the start of rate cuts could mean for markets
👉 The potential market impact of the presidential election

For more episodes of our podcast, visit:
https://www.alisonwealth.com/podcast or find us on your favorite podcast player here: https://completewealthmanagement.buzzsprout.com/share

To learn more about Alison Wealth Management, please visit our website at: https://alisonwealth.com

The information provided in this presentation is not intended to be individual investment advice or legal advice.  The information provided is for informational and training purposes only.

Investment advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). For a detailed discussion of PCA and its investment advisory fees, see the firm’s Form ADV and Form CRS on file with the SEC at www.adviserinfo.sec.gov. The views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.
All data provided, including any reference to specific securities or sectors, is provided for informational purposes and should not be construed as investment advice. It does not constitute an offer, solicitation, or recommendation to purchase any security. Consider your investment objectives, risks, charges and expenses before investing. These views are as of the date of this publication and are subject to change. Past performance is no guarantee of future performance.

Ever pondered what it'd be like to trade the 9-5 grind for an early retirement? How about a life of sailing and adventure instead of sitting in front of the computer screen? 

That's precisely what our wealth management client's, Jayne and James, did!

In this special client experience episode, I sit down with James and Jayne, who became clients of Alison Wealth Management in 2021. They sought assistance in designing and optimizing their distinctive retirement plan. We delve into their decision to exit the full-time workforce at the early age of 50 to concentrate on their passion for travel and sailing.

As we sail along with them in our conversation, you'll hear their journey - James, a former Meta (Facebook) Engineering Director and Jayne, who was in marketing at Stanford University shed light on:

👉 Early retirement decisions

👉The qualitative & quantitative aspects of their decision-making process

👉 Leaving the workforce during peak income-earning stage of life.

If you are considering an If you are considering an early retirement, or just looking for inspiration on pursing your passion, check this episode out! retirement, check this episode out!

For more episodes of our podcast, visit:
https://www.alisonwealth.com/podcast or find us on your favorite podcast player here: https://completewealthmanagement.buzzsprout.com/share

To learn more about Alison Wealth Management, please visit our website at: https://alisonwealth.com

The information provided in this presentation is not intended to be individual investment advice or legal advice.  The information provided is for informational and training purposes only.

Investment advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). For a detailed discussion of PCA and its investment advisory fees, see the firm’s Form ADV and Form CRS on file with the SEC at www.adviserinfo.sec.gov. The views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.
All data provided, including any reference to specific securities or sectors, is provided for informational purposes and should not be construed as investment advice. It does not constitute an offer, solicitation, or recommendation to purchase any security. Consider your investment objectives, risks, charges and expenses before investing. These views are as of the date of this publication and are subject to change. Past performance is no guarantee of future performance.