October 12, 2025 - Prospero Wealth

Who I Serve
Services and Fees
Blog
About Me
Schedule Consultation

Who I Serve
Services and Fees
Blog
About Me
Schedule Consultation

Blog

My Insights and Observations

My 10 Rules of Investing

Over the years, I’ve distilled how I think about money and investing into 10 rules. I use these in my own life and portfolio, and they can benefit you, too.

Can Advisors create “Alpha” for clients? Vanguard says “Yes”

In finance, “alpha” is a measure of excess return — how much a strategy or portfolio beats the market after

Top 3 Mistakes People Make With Their Company Stock

Company stock can play a meaningful role in building long-term wealth. For many professionals, it represents years of effort, loyalty,

My Story: From Tech CFO to Personal CFO

I provide clients with the tools and services I needed when I was in your shoes….

What Is Momentum Investing and Who Should Use It?

One of the most common questions I hear from clients is: “How can I stay invested for growth but manage my downside risk??”

Financial Goal Setting – the Great Enabler

Conversations on planning often include the same statement from clients: “I just want to be sure that I’m on track.” My next question is invariably, “On track for what? What are your goals?”