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Featuring Thorn Murphy

Meet Thorn Murphy! Thorn is a wealth advisor that specializes in income, investment, education and legacy planning in our Columbus, IN office. For over 5 years, Thorn worked in the finance department with Cummins Inc. The work was valuable and educational, but he had...

Q2 Quarterly Update – 2019

2Q Quarterly Update - 2019 We’re going to party like its 1997… As June 30 came and went, two major milestones were eclipsed: 1) the United States officially entered into the country’s longest period of economic expansion, surpassing ten years and counting, and 2) the...

Meet Brandon McCormick

Meet Brandon McCormick, AIF®! Brandon is a financial advisor in our Dallas, TX office. Specializing in helping companies with their retirement plans, it was Brandon’s experience with business owners that led him to join PCIA. For most business owners the company...

Taking a Stand for Participants

Taking a Stand for Participants Always beats taking the witness stand   Plan sponsors really need to step back from time to time and ask themselves some serious questions. Matthew Eickman, the director of ERISA services for Prime Capital Investment Advisors and...

Mayday

With so much uncertainty and speculation surrounding the markets; a trade war on the horizon; with more than $10 trillion worth of bonds globally at a negative yield; and the prospect of a market crash, volatility comes as no surprise. Making extreme changes to...

A Sell in May Q and A

Q&A Spring has always been one of my favorite seasons, and after a particularly cold and long winter, I've been especially excited for Spring this year. However, being in the investment industry, there is one aspect of the season that always pesters me. Usually,...

April Fool’s Gold

April Fool’s Gold The allure of gold has been around for centuries dating back to Ancient Egypt, the Roman Empire, gold rushes and the more recent gold boom of the 2000’s. Gold provides a sense of security for many investors, with the idea that possessing this asset...

Featuring Brandon Lee

Meet Brandon Lee! Brandon is a financial advisor that specializes in retirement income planning and 401(k) services in our Springfield, MO office. He admits that this is the only career he could ever see himself doing, as he has had a passion for personal finance ever...

Quarterly Update

The name of the game - PiVot Rewind to December 24, when the S&P 500 had bottomed, falling 17.64% for the fourth quarter. The Federal Reserve had informed investors they were not done raising rates, and were expecting to raise rates at least twice over the course...

Elevate the Expertise

Elevate the expertise Make sure your financial advisor is involved early in estate planning Let’s face it, estate planning is complicated. Most of us don’t have the time or expertise to fully understand the intricacies of ensuring that your wishes for your estate are...

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