Learn the strategies and techniques used by the ultra-wealthy to maximize their wealth. In this podcast, Dave Alison and the team at Alison Wealth will discuss relevant topics to help you build, grow, and protect your wealth. About The Host: Dave Alison, CFP®, EA, BPC is a nationally recognized advisor with a passion to make clients’ financial lives easier through integrated holistic wealth management. His professional capabilities to engineer advanced financial, tax, investment, insurance and estate planning needs into one holistic plan led him to found Alison Wealth Management. Dave’s exceptional contributions to the financial services industry have garnered prestigious accolades, including being named a 2023 InvestmentNews 40 Under 40 honoree, a 2023 ThinkAdvisor LUMINARIES winner for thought leadership and education, InvestmentNews Top Advisors 2024 list, Excellence Awardee Finalist for the 2024 InvestmentNews Awards, and a multiple-year recipient of the
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What is Complete Wealth Management With Dave Alison?
Complete Wealth Management With Dave Alison is a business podcast hosted by Dave Alison, CFP®, EA, BPC, with 24 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.
About the host
Dave Alison, CFP®, EA, BPC hosts Complete Wealth Management With Dave Alison, a business show with 24 episodes published.
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Episode #24
Q1 2025 Market Intel Report | Thriving Through High Valuations and Policy Changes
Jan 18, 202510 minS1
<p>Stocks boomed again in 2024, delivering a strong performance powered by interest rate cuts and hopes for economic growth.<br/><br/>Can the bull market keep running? Is a correction hiding around the corner?<br/><br/>We'll dive into what happened in the final months of 2024 and what we might see in the first months of 2025.</p><p>Advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). Views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any part...
<p>With a strong but volatile push into the fourth quarter of 2024, the stock market has delivered great results to investors who have stayed disciplined. <br/><br/>In this video, we will discuss the 3 key themes on the minds of investors as we enter into the fourth quarter of 2024. We will discuss:<br/><br/>✅ What could the start of the Fed rate cutting cycle mean for investors? <br/>The Federal Reserve kicked off its highly anticipated rate cutting cycle with a 50-basis point reduction in September 2024. History shows cash yields decline rapidly following the start of cutting cycles, falling by 2% on a...
Kamala Harris Tax Proposal Broken Down - August 2024
Aug 22, 202420 minS1
<p>On August 16, 2024, Presidential candidate Kamala Harris released details of her economic and tax plan. Bob Keebler analyzes the estate and gift tax proposals contained in the proposed American Housing and Economic Mobility Act of 2024. <br/><br/>In this video, we will break down the income and estate tax considerations of her proposal.<br/><br/>We will discuss:<br/>➡️ Exempting Tip Income from Taxation<br/>➡️ Expanding Tax Credits for Families<br/>➡️ Housing Tax Incentives<br/>➡️ Clawing Back Deductions<br/>➡️ Corporate Income Tax Rate<br/>➡️ Higher Tax Rates<br/>➡️ Capital Gains Tax Reform<br/>➡️ 32% increase to Medicare Tax for people earning over $400k<br/>➡️ Additional Tax...
Navigating Election Year Volatility: Insights from the Q3 2024 Market Intel Report
Jul 11, 202412 minS1
<p>Can a presidential election year bring stability to your portfolio? Find out how historical trends and informed strategies can guide you through the noise. In this episode, we explore the third quarter 2024 market intel report, revealing that global equity markets have returned a solid 10% so far. Despite the usual election-year volatility, we underscore the critical importance of maintaining a diversified investment strategy. Learn why focusing on fundamental market drivers, rather than short-term political distractions, is key to long-term success. We also delve into the Federal Reserve's actions in the current economic climate, discussing the implications of persistent inflation and...
The Great Sunset From The Tax Cuts & Jobs Act: Are Your Taxes Going Up?
May 17, 20241h 1mS1
<p>Unlock the secrets to masterful tax management with our latest episode where we navigate through the transformative landscape post the Tax Cuts and Jobs Act of 2017, they shed light on how Alison Wealth Management has redefined the way we approach tax planning. From our early family office days to serving a diverse clientele, this episode promises to equip you with the strategies you need to triumph over the incoming tax shifts that could affect your bottom line.<br/><br/>We're at a pivotal moment as the sunset phase of the Tax Cuts and Jobs Act looms, stirring the waters...
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