Prime Capital Financial

Wondering if your portfolio is too heavily exposed to AI? Prime Capital Financial Chief Investment Officer Will McGough recently joined CNBC to discuss the latest market trends, the AI investment boom and why diversification remains an important considera

By Jen Staben, CRPC, Financial Advisor, Prime Capital Financial Key takeaways Required minimum distributions: If you're 73 or older (75 if born in 1960 or later), take your RMD by Dec. 31 to avoid a 25% penalty on the amount you missed. Qualified charitab

Cryptocurrency has gone from a niche experiment to a headline-grabbing asset class. Many of our clients bring up crypto in their review meetings so, if you're wondering whether crypto belongs in your portfolio, you're not alone. In this post, we'll look a

Prime Capital Financial announces the addition of Ekaterina "Katie" Sheliga as a retirement plan consultant, expanding the firm's retirement consulting presence in the Mid-Atlantic region. Sheliga brings more than 15 years of experience in financial servi

As inflation remains stubborn, geopolitical tensions intensify, and technology stocks face renewed selling pressure, investors are reassessing their strategies. Remy Blaire is joined by Clayton Allison, Director of Investment Strategy and Portfolio Manage

You already took the time to create an intentional blueprint for managing your financial, personal and medical affairs through your estate plan. Done and done. Or is it? Even a thoughtfully designed plan can suddenly become outdated as your life and finan

29,000 jobs. September's jobs report, bundled with an increase in unemployment, cooling wage growth and revised payroll gains for July and August, made Wall Street sit up a little straighter. But the message was mixed. In spite of all indications that the

Quick Takes Equities Narrowed. The S&P 500 declined 0.3% in September while the equal-weight S&P 500 fell 4.8% as mega-cap tech buoyed the index while the median stock declined. Small caps posted their worst month since March 2025 as rising rates weighed

Tax Strategies For High-Income Earners Earning more can create greater opportunities, but it can also make tax planning more complex. For high-income earners, planning well is often less about finding one big deduction and more about a handful of decision

Prime Capital Financial today announced that Emil Ben-David, CFP, has joined the firm as a wealth advisor. For more than 15 years, Ben-David has worked with individuals and families across investment management, retirement, tax, estate and insurance plann