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How often should you update your estate plan?

Key Takeaways Review your estate plan every two to five years. Major life, health or financial changes may warrant an…
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Understanding-Recent-Market-Trends-Insights-from-the-Pros
Why Higher Interest Rates Could Hurt Small Caps and Help BondsBlog PostThe Wealth PerspectiveWealth Management

Why Higher Interest Rates Could Hurt Small Caps and Help Bonds

Key Takeaways The Fed raised rates because inflation remains stubborn, not because the economy is…
Prime CapitalPrime Capital2026-09-23
Why-Tax-Planning-Should-Not-Wait-Until-April
Why Tax Planning Should Not Wait Until AprilBlog PostTax Planning

Why Tax Planning Should Not Wait Until April

Key Takeaways Tax planning is most useful when your tax professional knows about important financial…
Prime CapitalPrime Capital2026-09-22
What-to-Know-When-You-Become-an-Independent-Contractor
W-2 to 1099: What to Know When You Become an Independent ContractorBlog PostTax Planning

W-2 to 1099: What to Know When You Become an Independent Contractor

Key Takeaways Moving from W-2 employment to independent contractor work changes how taxes are paid…
Prime CapitalPrime Capital2026-09-22
RMD-Planning-For-Retirees
RMD Planning for Retirees: What to Know Before Year-EndBlog PostRetirement PlanningWealth Management

RMD Planning for Retirees: What to Know Before Year-End

Individuals who are newly retired, or who have traditionally deferred to a spouse for household…
Prime CapitalPrime Capital2026-09-10
Jackson Hole Fed Meeting - Could the Fed Raise Rates Again
Could the Fed Raise Rates Again?Blog PostThe Wealth PerspectiveWealth Management

Could the Fed Raise Rates Again?

Could the Fed Raise Rates Again? What Kevin Warsh Just Told Investors All eyes were…
Prime CapitalPrime Capital2026-09-02
Tax Strategies High-Income Earners Often Overlook
Tax Strategies High-Income Earners Often OverlookBlog PostWealth Management

Tax Strategies High-Income Earners Often Overlook

Tax Strategies High-Income Earners Earning more can create greater opportunities, but it can also make…
Prime CapitalPrime Capital2026-08-31
What $40 Trillion in U.S. National Debt Means for Investors
What $40 Trillion in U.S. National Debt Means for InvestorsBlog PostThe Wealth PerspectiveWealth Management

What $40 Trillion in U.S. National Debt Means for Investors

The U.S. national debt has crossed $40 trillion, a milestone that sounds alarming on its…
Prime CapitalPrime Capital2026-08-26
How Much Money To Have In Emergency Savings Fund
Building an Emergency FundBlog PostWealth Management

Building an Emergency Fund

Financial Preparedness Starts With an Emergency Fund Every September, National Preparedness Month encourages households to…
Prime CapitalPrime Capital2026-08-17
What-Investors-Should-Know-About-Today’s-Economy-and-Markets
Q3 2026 Market Outlook: What Investors Should Know About Today’s Economy and MarketsBlog PostWealth Management

Q3 2026 Market Outlook: What Investors Should Know About Today’s Economy and Markets

Economic headlines continue to shift quickly, leaving many investors wondering what today's market environment means…
Prime CapitalPrime Capital2026-08-04
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

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