We frequently get asked, “Can I contribute to a Roth IRA even though the IRS says I make too much money to do so?” The answer is, absolutely! If you fall into that category, creating a Backdoor Roth IRA is a relatively simple process to help get around this issue.
Month-in-Review: April 2023
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.
Making Sense of the Markets: April 2023
Economic news and the domestic markets can be confusing. With all the changes happening, it is important to stay up to date on the current developments and have a plan for the long term.
Succession’s huge plot twist is more realistic than you’d think
There’s real-life precedent that shows why a CEO can cause huge share price swings when they depart.
Month-in-Review: March 2023
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.
Stocks finished the quarter surprisingly strong. What’s next?
After a stormy 2022, US stocks gained during the first quarter of 2023 in a surprise show of resilience despite a banking crisis, cryptocurrency meltdowns and uncertainty about what’s ahead for the economy.
Turmoil in the Banking Sector: Silicon Valley Bank Analysis & Implications
The failure of Silicon Valley Bank (SVB) and concerns about financial system health have dominated headlines over recent weeks. To understand what happened and the still-evolving ramifications, let’s start by discussing how banks make money.
Fed Hikes Interest Rates Yet Again: What the Experts Are Saying
The Fed tweaked its hawkish policy on interest rates even as the fight against inflation took precedence over turmoil in the banking sector.
Prime Capital Investment Advisors Buys Cornerstone Comprehensive Wealth Management
With $400 million in assets, Cornerstone is the 15th acquisition in PCIA history and builds on roughly 500% growth in just five years.
Prime Capital Investment Advisors appoints Lahr as Kansas City market president
Lahr has 34 years of experience in sales and leadership positions. He has been with Prime Capital (and predecessor firm Lawing Financial) since 2004, working as a financial adviser.