Can financial advisors’ office décor have an impact on their business success? Many advisors believe that displaying sports memorabilia, family photos, awards, and artwork can help get clients and prospects chatting.
Using Roths For Older Clients Demands Deft Touch, Advisors Say
Older clients face special challenges in preserving wealth and maintaining income to live on. The trick, according to advisors, is optimizing distributions from various accounts to fund living expenses as tax efficiently as possible.
3-Stock Lunch: Home Depot, Starbucks and Chipotle
Will McGough, Prime Capital Investment Advisors director of investments, joins ‘Power Lunch’ to discuss stock plays for three stocks.
Fed ‘stubborn by not lowering rates’
Will McGough, director of investments at Prime Capital Financial, said that the U.S. Federal Reserve “needs to take action and get on board with what the data is showing” by cutting rates, perhaps before its next policy meeting in September.
Advisor calls spike as stocks selloff
The sudden downdraft in stocks is forcing wealth managers to calm anxious clients.
Special-Needs Children Deserve Benefits. A Trust Protects Them.
Supplemental Security Income and Medicaid benefits cover basic living expenses and crucial primary medical services, but to qualify, individuals must have less than $2,000 in assets.
Crypto ready for next phase of adoption: Winning over financial advisers
Crypto struggles to reach beyond its base. With ETFs now live, financial advisers are key to wider adoption.
3-Stock Lunch: Abbott Labs, On Semiconductor and P&G
Will McGough, Prime Capital Investment Advisors director of investments, joins ‘Power Lunch’ to discuss stock plays for three stocks.
Alphabet stock pullback a buying opportunity
Will McGough, investment strategist at Prime Capital Financial, said investors should not punish Google parent Alphabet for YouTube’s lower-than-expected quarterly ad sales revenue.
Prime Capital Investment Advisors Welcomes James Burton as Independent Director of Advisory Board
James Burton brings decades of financial industry leadership experience with proven track record of driving innovation and executing growth plans.