Spring Cleaning:
Finance Edition
Spring is right around the corner. And that time of year naturally invites us to reset, reorganize, and take a fresh look at the things that matter. Your financial life is no different.
Over time, priorities shift, markets move, and life evolves in ways no checklist can fully anticipate. Periodic conversations help ensure your plan continues to reflect your goals, your needs, and your security.
A thoughtful planning call isn’t about reacting — it’s about staying aligned, informed, and confident in your direction.
If it’s been a while since you last connected with your advisor or plan educator, this season offers a perfect opportunity to revisit your strategy and make any adjustments that may be beneficial.
BIRTHDAY SHOUTOUT!
Happy Birthday, Travis!
Join us in wishing a very happy birthday (February 24th) to Travis Mays! Travis serves as a Plan Educator and Wealth Management Advisor, helping families and individuals better understand their retirement plans, investment options, and long-term strategies and goals.
Outside of the office, Travis can usually be found trying to keep up with his energetic little girl, hunting, attending church activities, playing with his new toy (a tractor), and fueling it all with a strong cup of coffee. We are grateful for the dedication and care Travis brings to both our team and our clients.
February Recipe
My family has been living on these poke bowls lately. Each of us have our own “concoction” we like to throw together, but they always turn out delicious. We top ours with a little sweet chili sauce and a mixture of sriracha and mayonnaise. So fresh and easy!
~Autumn
Tax Season Is Upon Us
Tax season is more than filing a return. It is a natural opportunity to step back and review your broader financial plan. With recent tax law changes now in effect, this is an especially important time to understand how new legislation could shape future decisions, even if it does not directly impact this year’s return.
In our latest blog, we explain what the One Big Beautiful Bill Act means, highlight potential planning opportunities, and outline why revisiting your strategy during tax season can help keep your long-term goals on track.
As you gather documents and reflect on last year’s income, savings, and tax outcomes, now is a smart time to confirm that your plan is positioned appropriately moving forward. If you have questions about your situation, please reach out. I am here to help.
Follow Us on Instagram
If you haven’t heard yet, Prime Capital Financial is now on Instagram. We’re excited to officially share this new space with you.
Follow along for market insights, behind-the-scenes moments, and stories that bring our Plan to Dream Big mindset to life.
In Case You Missed It
One of the World’s Oldest Assets Just Made a Historic Move.
For the first time ever, gold has crossed the $5,000-per-ounce mark, capturing the attention of investors worldwide. Long viewed as a safe haven during periods of uncertainty, gold often rises when markets feel unsettled.
But is this surge simply a reaction to fear, or does it point to deeper structural shifts in the global economy?
In our recent video, Clayton Allison, Portfolio Manager, and Terra McBride, Chief Marketing Officer, break down what’s driving gold’s rise and why it matters for investors today.
Prime Capital Financial In The News
“The American dream still exists.”
That is how Prime Capital Financial Chairman Scott Colangelo opened a national conversation on Fox News Media about “Trump accounts” and what they could mean for the next generation. In the interview, Scott shares why introducing children to investing early can shape how they see their future and the opportunities ahead. It is a timely and hopeful reminder that opportunity is still very real.
Making Headlines
Have you ever shared a perspective so sharp it keeps getting quoted? Portfolio Manager Clayton Allison’s insights on Big Tech have now been featured on Bloomberg three separate times. If you missed it the first or second time, this is your chance to catch up.
Looking Beyond the AI Hype
On Schwab Network, Clayton explains why the AI buildout extends far beyond chips, touching power, infrastructure, and companies like Eaton that may play a critical role in the next phase of growth. It offers a more thoughtful way to think about positioning in a rapidly changing market.
Index Performance | January 2026
Recent Market News
It’s time to review last month’s key events and look ahead to what’s coming in the market and economic landscape. Download the latest edition of the Month-in-Review, developed by the Prime Capital Financial Investment Team!
- Stocks Edge Higher. U.S. equity indices were up slightly in January as Trump announced a new Fed chair and software stocks sold off. The S&P 500 was up 0.7% in January, while the Nasdaq was up 0.4% and the Dow was 1.2% higher.
- Inflation & Interest Rates. The 10Y rose to just over 4.2% in January while the Fed held its policy rate steady at their January 28 meeting at 3.50% to 3.75%. Headline CPI inflation for December held steady at 2.6% versus the forecasted 2.7%, and core CPI inflation was 2.7%, which was in line with November’s level and economists’ forecasts.
- OpenAI Fundraising. NVIDIA’s plan announced in September to invest up to $100 billion in OpenAI has shown signs of stalling as some within the chipmaker, including CEO Jensen Huang, have privately expressed concerns about OpenAI’s lack of business discipline and competition from Google.
- Trump & The Fed. January was an eventful month for the Fed and for Trump. The Justice Department investigated Fed Chair Powell. Fed Governor Lisa Cook faced a trial on mortgage fraud. Trump announced that Kevin Warsh would be his nomination for Fed chair when Powell’s term ends.
