Markets are in the middle of an “AI disruption repricing” – with agents, automation, and new workflows hitting legal, finance, logistics, and more in real time. In this Back to Basics episode, I connect that volatility to what’s changed in bonds since the 2022 bear market and how to actually use fixed income in 2026 and beyond. We’ll look at barbell portfolio construction, two long-term AI/interest rate scenarios, and practical ways to ladder bonds around real-life cash needs.

📋 Full Brief: https://www.practitionersbrief.com/in...

0:00 – AI disruption repricing and recent market volatility3:20 – Building a barbell portfolio: AI‑driven growth plus durable legacy businesses4:50 – What’s changed in bonds: roles, rates, and the post‑2022 bear market6:20 – Two long‑term scenarios for AI, growth, inflation, and interest rates9:35 – When and why to own bonds today (laddering, time horizons, and retirement cash needs)©2026 Prime Capital Financial. The views and information contained herein are (1) for general educational or informational purposes only, (2) are not to be taken as a recommendation to buy or sell any investment, and (3) should not be construed or acted upon as investment or tax advice. The information contained herein was obtained from sources we believe to be reliable but is not guaranteed as to its accuracy or completeness.Investing involves risk. Investors should be prepared to bear loss, including total loss of principal. Diversification does not guarantee investment returns and does not eliminate the risk of loss. Past performance is no guarantee of comparable future results.No guarantees expressed or implied. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. Fixed insurance and annuity product riders, features, and guarantees are subject to the claims paying ability of the issuing company. This information does not constitute legal advice. Prime Capital Financial and its associates do not provide legal advice. Individuals should consult with an attorney regarding the applicability of this information for their situations.Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. Tax planning and preparation services are offered through Prime Capital Tax Advisory. PCIA: 6201 College Blvd., Suite 150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness | Family Office | Tax Advisory.

The S&P 500 isn't diversified anymore—it's a concentrated bet on 7 tech stocks at historically high valuations. In this video, I break down why normalized P/E ratios suggest negative returns over the next decade, where the market rotation is heading, and how to think about positioning your portfolio for 2026.We'll cover: Why 35% of your "diversified" index sits in just 7 companies. The 7% annual return gap between market cap and equal weight S&P. What the AI spending boom means for Mag 7 margins. The software vs. semiconductor divergence you need to watch. This is broad education, not individualized advice. Seek out a qualified professional for your specific situation.
©2026 Prime Capital Financial. The views and information contained herein are (1) for general educational or informational purposes only, (2) are not to be taken as a recommendation to buy or sell any investment, and (3) should not be construed or acted upon as investment or tax advice. The information contained herein was obtained from sources we believe to be reliable but is not guaranteed as to its accuracy or completeness.Investing involves risk. Investors should be prepared to bear loss, including total loss of principal. Diversification does not guarantee investment returns and does not eliminate the risk of loss. Past performance is no guarantee of comparable future results.No guarantees expressed or implied. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. Fixed insurance and annuity product riders, features, and guarantees are subject to the claims paying ability of the issuing company. This information does not constitute legal advice. Prime Capital Financial and its associates do not provide legal advice. Individuals should consult with an attorney regarding the applicability of this information for their situations.Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. Tax planning and preparation services are offered through Prime Capital Tax Advisory. PCIA: 6201 College Blvd., Suite 150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness | Family Office | Tax Advisory.

Mary Lou Morrison, CFA, MBA with over 40 years of experience, shares her journey from managing mortgage-backed securities in 1983 during the Savings and Loan crisis to founding the prominent RIA, Crossvault Capital Management, in 1999. The conversation explores the evolution of the investment industry, the benefits of active equity management, and the strategic decision to partner with Prime Capital Financial to ensure long-term stability and growth.

©2025 Prime Capital Financial. The views and information contained herein are (1) for general educational or informational purposes only, (2) are not to be taken as a recommendation to buy or sell any investment, and (3) should not be construed or acted upon as investment or tax advice. The information contained herein was obtained from sources we believe to be reliable but is not guaranteed as to its accuracy or completeness. Investing involves risk. Investors should be prepared to bear loss, including total loss of principal. Diversification does not guarantee investment returns and does not eliminate the risk of loss. Past performance is no guarantee of comparable future results.No guarantees expressed or implied. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. Fixed insurance and annuity product riders, features, and guarantees are subject to the claims paying ability of the issuing company. This information does not constitute legal advice. Prime Capital Financial and its associates do not provide legal advice. Individuals should consult with an attorney regarding the applicability of this information for their situations.

Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. Tax planning and preparation services are offered through Prime Capital Tax Advisory. PCIA: 6201 College Blvd., Suite 150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness | Family Office | Tax Advisory.

📊 JEREMY'S BACKGROUND:• Founder, Elite Strength & Conditioning (Elite CrossFit) - San Antonio, TX• 33rd Fittest 50-54 Year Old Worldwide (CrossFit Open)• 23+ years as fitness business owner• Father of 3 girls, husband, and community builder• Survived COVID gym closures and thrived🏋️ WHY THIS MATTERS FOR YOUR WEALTH:Your retirement plan assumes you'll live to 90+. But what's the point of accumulating wealth if you can't enjoy it? Health span—the years you're physically capable and vibrant—is just as important as your investment portfolio. This conversation bridges the gap between financial planning and physical longevity.

(00:00) Introduction: Meet Jeremy Tucker, Elite CrossFit Founder(00:17) The 33rd Fittest "Old Guy" in the World(01:00) Health Span vs. Lifespan: Why Your Assets Need a Healthy Body(02:09) Why CrossFit? 18 Years of the Methodology(04:44) Infinitely Scalable: How 75-Year-Olds and Elite Athletes Train Together(06:12) The Importance of Professional Coaching as a Career(07:43) Personal Training and Tailored Programs for Individual Goals(08:45) Meet "The Legends": Staying Fit at 75 and Beyond(13:04) Consistency is a Superpower (Even if You Hate Burpees)(15:12) Community & Camaraderie: The Respect of the Grind(18:56) From Managing Globo Gyms to Owning a Business(20:14) The Scary Leap: Moving Out of the Garage and Signing the First Lease(23:35) Navigating COVID: 59 Days of Uncertainty and Construction(27:04) Shrink to Grow: The Hard Decision to Consolidate Locations(31:45) Balancing Business with Family and Being a "Navigating Star"(34:16) The Future of Elite CrossFit in 2026(36:04) The Evolution of the CrossFit Parent Organization(37:55) Finding Your Physical Passion: From Jiu-Jitsu to Ultra-Running(45:59) How to Start: Finding the Right Coach and Staying Sustainable

©2025 Prime Capital Financial. The views and information contained herein are (1) for general educational or informational purposes only, (2) are not to be taken as a recommendation to buy or sell any investment, and (3) should not be construed or acted upon as investment or tax advice. The information contained herein was obtained from sources we believe to be reliable but is not guaranteed as to its accuracy or completeness.Investing involves risk. Investors should be prepared to bear loss, including total loss of principal. Diversification does not guarantee investment returns and does not eliminate the risk of loss. Past performance is no guarantee of comparable future results.No guarantees expressed or implied. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. Fixed insurance and annuity product riders, features, and guarantees are subject to the claims paying ability of the issuing company. This information does not constitute legal advice. Prime Capital Financial and its associates do not provide legal advice. Individuals should consult with an attorney regarding the applicability of this information for their situations.Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. Tax planning and preparation services are offered through Prime Capital Tax Advisory. PCIA: 6201 College Blvd., Suite 150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness | Family Office | Tax Advisory.