RESOURCES

Quick Takes Stocks Continue Higher. U.S. stocks rose in October as earnings season kicked off with the S&P 500 rising 2.3%, the Nasdaq 100 rising 4.8%, and the Dow rising 2.6% on the month as...

November marks “Long-Term Care Awareness Month.” This year, advisors are using the occasion to highlight the growing pressure on adults caring for both aging parents and their own children. This...

Charitable giving is a creative way to not only make a difference to the causes you care about, but it can also play an important part in your financial planning. With the right strategy, you can...

Written by Rob Massa Designing meaningful retirement and incentive benefits for senior executives has become more complicated than ever. Income-based limits on tax-advantaged savings, tighter...

For HR professionals and C-Suite executives, managing an ERISA retirement plan is more than just a routine administrative task; it’s a fiduciary responsibility that demands precision,...

Prime Capital Financial announced the launch of Prime Capital Tax Advisory through a strategic partnership with Hartman Wanzor McNamara LLP (HWM), a premier Texas-based tax advisory firm. This...