RESOURCES

Recordkeepers are in a tight spot in the retirement industry. As fee compression continues to make business tougher, they are forced to look for new ways to generate revenue—and one of the main...

Trump Accounts launched July 4, 2026 — timed deliberately to coincide with America’s 250th anniversary of independence — and the client questions started immediately. Created under the One Big...

Authored by Fred Reish Our first article in this series, Key Takeaways About Trump Accounts, provides an overview of the purpose and characteristics of the new Trump Accounts, which became...

Eric Herzog, a wealth advisor at Prime Capital Financial, sees a pattern among doctors and other high earners: after years of schooling and low-paying residencies, they want to enjoy making it to...

Throw your cowboy hats in the air. With the Texas Stock Exchange opening for business last week, years of hype give way to the real test: Can it become a genuine competitor to the New York Stock...

Prime Capital Financial’s Scott Colangelo discusses why stocks are near record highs despite geopolitical tensions. He highlights how inflation pressures are easing and corporate earnings remain...