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Top Women Wealth Advisors Best-In-State

Nancy Carlson, a financial advisor at Professional Financial Services, a Prime Capital Investment Advisors Company, in Sioux Falls, SD, has been recognized in this year’s list of Forbes Top Women...

Six of the Best Budgeting Apps

The popular budgeting app Mint is shutting down, leaving about 3.6 million customers in search of another way to track their spending. Intuit, the company that owns Mint, is encouraging users to...

Month-in-Review: January 2024

Quick Takes Risk Assets Mixed Start. Market participants went slightly risk-off for the start of the year with Large Cap equities, both domestic and international, posting positive performance...

Month-in-Review: December 2023

Quick Takes Risk Assets Melt Up. Market participants continued right where November left off with almost all major asset classes continuing to melt up for the month of December, locking in a gain...

5 Tips I Give To My Female Millionaire Clients

You might not be a millionaire — yet — but many of the financial planning strategies that apply to the wealthy also apply to those who haven’t quite hit the seven-figure mark. You might also have...

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Don Williams, CMFC®, CRPC®