An often-overlooked relationship is the one we have with our finances. As we celebrate the month of love, reflect on whether the relationship you have with your finances supports your long-term...
Prime Capital Financial has partnered with Sugarloaf Wealth Management (Sugarloaf), a full-service firm headquartered in Duluth, Georgia, with another office in Athens. The partnership marks...
This week’s tariff headlines set the first week of February off to a chaotic start. During the election cycle, we heard a lot about tariffs, and now the Trump administration is working to put...
More than two years after the passage of the sweeping SECURE 2.0 Act of 2022, plan sponsors are still talking about many of the optional provisions—and implementing some of them. Rob Massa, a...
When the SECURE [Setting Every Community Up for Retirement Enhancement] 2.0 Act passed in 2022, advisers, plan sponsors and recordkeepers embarked on a long road of implementation. Although some...
Quick Takes Mag 7 Lags Stocks. Equity indices rose in January as the S&P 500 index increased 2.7%, the Dow rose 4.7%, and the Russell 2000 was up 2.6%. Despite a strong overall month, the...
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