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Firm News
Take heed young lovers! Before popping the question, check with your financial advisor
Valentine's Day is a big day for proposals. Advisors propose getting on the same page financially first.
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Wealth Management
What’s Your Relationship with Your Finances?
What’s Your Relationship with Your Finances?
Blog Post
Financial Planning
What’s Your Relationship with Your Finances?
Picture yourself standing at the top of a steep, snowy hill. You reach down and…
Prime Capital
2025-02-10
Prime Capital Financial Aligns with Sugarloaf Wealth Management
Prime Capital Financial Aligns with Sugarloaf Wealth Management
Firm News
Prime Capital Financial Aligns with Sugarloaf Wealth Management
Prime Capital Financial has partnered with Sugarloaf Wealth Management (Sugarloaf), a full-service firm headquartered in…
Prime Capital
2025-02-10
Trade Tensions & Market Shifts: What Trump’s Tariffs Mean for You
Trade Tensions & Market Shifts: What Trump’s Tariffs Mean for You
Blog Post
Financial Planning
Trade Tensions & Market Shifts: What Trump’s Tariffs Mean for You
This week's tariff headlines set the first week of February off to a chaotic start.…
Prime Capital
2025-02-07
Plan Sponsors Move Forward (Slowly) With SECURE 2.0 Provisions
Plan Sponsors Move Forward (Slowly) With SECURE 2.0 Provisions
Firm News
Retirement Planning
Plan Sponsors Move Forward (Slowly) With SECURE 2.0 Provisions
While catch-up contributions and cash-out thresholds have been adopted widely, take-up is more ponderous for…
Prime Capital
2025-02-06
Keeping Up With SECURE 2.0 Changes
Keeping Up With SECURE 2.0 Changes
Firm News
Retirement Planning
Keeping Up With SECURE 2.0 Changes
Jania Stout, newly minted president of Prime Capital Retirement & Wellness, answers three probing questions…
Prime Capital
2025-02-06
Netflix’s Bull Case Gets Helping Hand From Beyoncé, Mike Tyson
Netflix’s Bull Case Gets Helping Hand From Beyoncé, Mike Tyson
Firm News
Netflix’s Bull Case Gets Helping Hand From Beyoncé, Mike Tyson
“Live events are frankly a huge catalyst, since the viewership numbers are crazy and it…
Prime Capital
2025-01-28
Biden’s crypto legacy: A mixed bag as Trump takes office
Biden’s crypto legacy: A mixed bag as Trump takes office
Firm News
Biden’s crypto legacy: A mixed bag as Trump takes office
Will McGough, Deputy Chief Investment Officer at Prime Capital Financial, shares insights on the transformative…
Prime Capital
2025-01-27
3-Stock Lunch: Goldman Sachs, Snap and Trade Desk Inc
3-Stock Lunch: Goldman Sachs, Snap and Trade Desk Inc
Firm News
3-Stock Lunch: Goldman Sachs, Snap and Trade Desk Inc
Director of Investments Will McGough joins ‘Power Lunch’ to discuss stock plays for three stocks.
Prime Capital
2025-01-16
Use ‘Tiny Habits’ to Create Financial Success in 2025
Use ‘Tiny Habits’ to Create Financial Success in 2025
Blog Post
Financial Planning
Use ‘Tiny Habits’ to Create Financial Success in 2025
Picture yourself standing at the top of a steep, snowy hill. You reach down and…
Prime Capital
2025-01-16
FAs Still Trip Up on SEC’s Hypothetical Performance No-Nos
FAs Still Trip Up on SEC’s Hypothetical Performance No-Nos
Firm News
FAs Still Trip Up on SEC’s Hypothetical Performance No-Nos
Advisors are struggling to adjust to new rules on advertising marketing performance and are considering…
Prime Capital
2025-01-10
Start 2025 Strong with These 5 Financial Wellness Tips!
Start 2025 Strong with These 5 Financial Wellness Tips!
Blog Post
Financial Planning
Start 2025 Strong with These 5 Financial Wellness Tips!
We devote a lot of energy to our New Year's resolutions. We list our ambitious…
Prime Capital
2025-01-09
John Cervantes, CFA, Joins Prime Capital Financial
John Cervantes, CFA, Joins Prime Capital Financial
Firm News
John Cervantes, CFA, Joins Prime Capital Financial
Prime Capital Financial is proud to announce the addition of John Cervantes, CFA, to the…
Prime Capital
2025-01-06
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