James Burton brings decades of financial industry leadership experience with proven track record of driving innovation and executing growth plans.
How Tax Planning Differs For Young Clients
Many aspects of tax planning apply for all clients no matter their age, but younger clients often require specific strategies, advisors say. Part of the issue is that many younger tax filers are making more money than they used to.
Prime Capital Investment Advisors Unveils Comprehensive Rebranding Initiative
Prime Capital Investment Advisors today announced it will become Prime Capital Financial in a significant rebranding that will also impact most of its sub-brands.
June CPI Report Comes in Soft: What the Experts Are Saying About Inflation
Inflation cooled markedly last month, the June Consumer Price Index (CPI) showed Thursday, raising the odds that the Federal Reserve could cut interest rates more than once before year-end, experts say.
Maximizing Retirement Security with Annuities
With annuity companies offering more benefits than ever, consumers and investors have the opportunity to reap significant rewards.
Month-in-Review: June 2024
Take a look at what happened last month and what’s ahead in the market and economic environment. Check out the latest Month in Review.
Here Are the Keys to Retiring Early, According to Money Pros
Everybody wants to retire early, it seems. Americans who expect to work full time after age 62 fell in March to a record-low 45.8%, according to the Federal Reserve Bank of New York.
The Crisis of Young Adult Financial Illiteracy
Here’s a hot take: Our economy today is an unaccommodating environment for young adults trying to begin establishing their financial future.
Deepest Sympathies. You’re Now the Executor of a Will.
Settling an estate is more work than you think.
S&P 500 Clinches Third Straight Weekly Gain
The benchmark index is up 15% this year