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Prime Capital Financial Announces Strategic Partnership With Carlyle to Accelerate Next Phase of Growth

Partnership supports one of the nation’s leading independent wealth management firms as it continues building a market-leading proposition for both…
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Understanding The Bond Market - Prime Capital Financial
Understanding the Bond Market: A Guide for InvestorsBlog PostThe Wealth PerspectiveWealth Management

Understanding the Bond Market: A Guide for Investors

The bond market often plays second fiddle to the stock market, yet understanding the bond…
Prime CapitalPrime Capital2026-07-22
Sales-Tax-Holidays---What-To-Know-Before-Back-to-School-Shopping
State Sales Tax Holidays: What Families Should Know Before Back-to-School ShoppingBlog PostWealth Management

State Sales Tax Holidays: What Families Should Know Before Back-to-School Shopping

As families prepare for another school year, many states are offering temporary sales tax holidays…
Prime CapitalPrime Capital2026-07-20
How-To-Set-Up-a-Trump-Account
How To Set Up a Trump AccountBlog PostRetirement Plan Sponsors

How To Set Up a Trump Account

Authored by Fred Reish Our first article in this series, Key Takeaways About Trump Accounts,…
Prime CapitalPrime Capital2026-07-17
How-HENRYs-Can-Escape-Lifestyle-Inflation
How HENRYs Can Escape Lifestyle InflationBlog PostWealth Management

How HENRYs Can Escape Lifestyle Inflation

Eric Herzog, a wealth advisor at Prime Capital Financial, sees a pattern among doctors and…
Prime CapitalPrime Capital2026-07-16
Trump Accounts Explained: A New Opportunity to Invest in Your Child’s FutureBlog PostThe Wealth PerspectiveWealth Management

Trump Accounts Explained: A New Opportunity to Invest in Your Child’s Future

Key Takeaways About Trump Accounts Trump Accounts are a new tax-advantaged savings vehicle created under…
Prime CapitalPrime Capital2026-06-24
What-a-Less-Predictable-Fed-Means-for-Investors
What a Less Predictable Fed Means for InvestorsBlog PostThe Wealth PerspectiveWealth Management

What a Less Predictable Fed Means for Investors

Key Takeaways on What a Less Predictable Fed Means for Investors The Federal Reserve may…
Prime CapitalPrime Capital2026-06-24
What-Is-FAFSA-A-2026-2027-Guide-to-Financial-Aid,-Benefits,-Eligibility,-and-Key-Dates
FAFSA Explained: What Families Need to Know About Paying for CollegeBlog PostWealth Management

FAFSA Explained: What Families Need to Know About Paying for College

Key Takeaways About FAFSA FAFSA is the starting point for federal financial aid, including grants,…
Prime CapitalPrime Capital2026-06-23
Insurance-Coverage-Review-How-to-Protect-Your-Finances-Through-Life’s-Major-Milestones
Insurance Coverage Review: How to Protect Your Finances Through Life’s Major MilestonesBlog PostWealth Management

Insurance Coverage Review: How to Protect Your Finances Through Life’s Major Milestones

Life is full of exciting milestones and opportunities. It’s not quite as thrilling to think…
Prime CapitalPrime Capital2026-06-23
How Much Do I Need To Have Saved For Retirement
How Much Should You Have Saved for Retirement by Age 30, 40, 50, and 60?Blog PostWealth Management

How Much Should You Have Saved for Retirement by Age 30, 40, 50, and 60?

Key Takeaways About How Much You Should Have Saved For Retirement: Retirement savings benchmarks can…
Prime CapitalPrime Capital2026-06-18
Oil-Prices-The-Wealth-Perspective
How Oil, Interest Rates & IPO Fever Impact The Search for the Next Great InvestmentBlog PostThe Wealth PerspectiveWealth Management

How Oil, Interest Rates & IPO Fever Impact The Search for the Next Great Investment

Key Takeaways on the Search for the Next Great Investment Keep an eye on oil…
Prime CapitalPrime Capital2026-06-16
How-Women-Can-Create-Long-Term-Financial-Security
Retirement Planning for Women: How To Create Long-Term Financial SecurityBlog PostWealth Management

Retirement Planning for Women: How To Create Long-Term Financial Security

Every July 14, Women's Retirement Security Day brings together individuals, employers, financial professionals, and policymakers…
Prime CapitalPrime Capital2026-06-11
The-Market-Fell-Hard-History-Says-Dont-Panic
The Market Fell Hard. History Says Don’t Panic.Blog PostThe Wealth PerspectiveWealth Management

The Market Fell Hard. History Says Don’t Panic.

Key Takeaways on When The Market Falls Hard Big down days are normal, even in…
Prime CapitalPrime Capital2026-06-09

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